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Consultant Relations

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Consultant Relations

A global effort focused on delivering the best of the firm to investment consultants, advisors and specialists
OVERVIEW
Our dedicated Consultant Relations team works with the consultant community around the principles of investment excellence, access and transparency.
PLATFORM AT A GLANCE1
100% independent, employee-owned
600 investment professionals worldwide
offices in 36 cities across 25 countries
99% of client assets managed by lead PMs who have 20+ years of industry experience
~$5 bn invested by Neuberger Berman employees alongside clients2
A+ Awarded score in the U.N.-Backed Principles for Responsible Investment (PRI)3
AUM of $437 billion
We offer clients strategies and solutions across asset classes and geographies in public and private markets, including multi-asset class capabilities. Given that we serve a broad base of institutions globally, we provide access through a variety of investment vehicles.
Assets Under Management
Client Segment
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SENIOR LEADERS
Hear from our senior leaders, who discuss trends across public and private markets and ESG investing.
Public Market / Private Market
Anthony D. Tutrone, Global Head of Alternatives
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Our ESG Evolution
Joseph V. Amato, President and Chief Investment Officer – Equities, Jonathan Bailey, Head of ESG Investing
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KEY FIRM UPDATES

This Proxy Season: NB Votes Preannounces Proxy Vote Decisions and Rationales

In its second year, the NB Votes initiative will publish our vote intentions in advance of select shareholder meetings, with a focus on companies where our clients have significant economic exposure. As part of an expanded global effort, NB Votes will address a broad range of topics across our nine key governance and engagement principles with a balance of votes in support of and against management recommendations, enabling us to share our broad analysis and insights. In the 2021 proxy season, we expect corporate response to the COVID-19 crisis and social justice advocacy to play a key role in our vote decisions.

We are the only large U.S. asset manager (AUM >$100 billion) to pre-announce our voting intentions in this way. We are not a traditional activist manager—we look to invest in companies with management teams we admire, and we seek to be a supportive shareholder generally with longer holding periods than most. We think this approach shows our commitment to being engaged owners, to leadership and to working to improve the companies in which our clients invest.

For additional details visit the NB Votes webpage.

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PODCASTS
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NORTH AMERICA CONSULTANT RELATIONS TEAM
To learn more about Consultant Relations at Neuberger Berman please contact a representative.
Lesley D. Nurse
Head of North America Consultant Relations
Jon Freedman
Relationship Manager
Lesley D. Nurse, Head of North America Consultant Relations
Lesley D. Nurse, CFA, Managing Director, joined Neuberger Berman in 2018. Lesley is Head of North America Consultant Relations with responsibility for global consultant coordination, and is a member of the firm’s Operating Committee. Prior to joining the firm, Lesley was a Director at KKR, managing relationships with institutional consultants and a select group of clients. Previously, she was Head of Consultant Relations at PineBridge Investments (formerly AIG Investments) focused on the cultivation and development of relationships within the consultant channel. Prior experience includes Consultant Relations, Sales and Marketing roles at Deutsche Asset Management and PaineWebber. She holds a BS with honors from the Pennsylvania State University and is a CFA Charterholder.
Jon Freedman, Relationship Manager
Jon Freedman, CFA, Managing Director, joined Neuberger Berman in 2019. Jon is a Relationship Manager on the Institutional Sales and Consultant Relations team, based in New York. Prior to joining the firm, Jon was a Managing Director at Avenue Capital Group where he was responsible for global coverage of consultants and a number of top tier pensions, endowments, foundations and family offices with a focus on capital raising and relationship management. Previously, he was Global Head of Consultant Relations at Citi Capital Advisors. Prior experience includes Consultant Relations, Sales and Marketing roles at Bear Stearns Asset Management, US Trust Company and John A. Levin & Company. Jon holds a BS in Finance from Syracuse University and has been awarded the Chartered Financial Analyst designation.
Peter Andjelkovich, Relationship Manager
Peter Andjelkovich, Managing Director, joined the firm in 2014. Peter is a Relationship Manager on the Institutional Sales and Consultant Relations team, based in Chicago. Previously, he was responsible for cultivating and managing consultant relationships at Ariel Investments. Prior to joining Ariel, Peter spent eight years with J.P. Morgan Asset Management, most recently as vice president of business development. In this capacity, he supervised client relationships across the Midwest Region. Peter graduated with a BA in Economics from Northwestern University and received his MBA from the Kellogg School of Management.
CONTACT US
For general questions about NB Consultant Relations, contact your Neuberger Berman representative.
consultant-relations@nb.com
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