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The Straus Group

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The Straus Group

Tradition. Focus. Achievement.
Active Managers Who Stand Apart.

We are active investors dedicated to building client wealth through investments in undervalued U.S. equities. Rich in history, our team was founded in 1947 and is led by renowned investor Marvin Schwartz. We believe equity management should be about investing in businesses. In the near term, a stock may move up and down based on broader macro concerns, but eventually its fundamentals will prove essential to equity performance.

An Introduction to The Straus Group

In this video, Marvin Schwartz presents a brief history of Neuberger Berman – its unique culture and client focus– and discusses The Straus Group and their extensive experience, research orientation and work ethic.

The Straus Group at a Glance


Disciplined Investment Process

  • Fundamentals-based approach to U.S. mid-cap and large-cap value investing
  • Investment process that relies heavily on proprietary research and meetings with company management
  • Focus on identifying undervalued companies with strong financial characteristics and shareholder-focused managements

Client-Focused

  • Hands-on, customized investment solutions for clients
  • Direct interaction with Portfolio Manager
  • Partner with our clients’ trusted advisors to create multidimensional solutions that can incorporate investment, financial and tax planning, and trust and charitable giving strategies

Investment experience and research expertise

  • Rich team history from 1947 when founded by Philip Straus
  • Over $7 billion in assets under management for individuals, families and institutions including numerous multi-generational family clients*
  • Portfolio managers average 41 years of industry experience across a variety of sectors*
 

A Rigorous Continuous Research Process

Our research focuses on identifying undervalued companies with strong financial characteristics and shareholder-focused managements. We draw ideas from many sources, including our own proprietary research, Neuberger Berman’s Global Equity Research department, outside analysis of companies and macroeconomic trends, and myriad contacts across many industries.

Building Trust

“There are no secrets. For us, what makes things happen is hard work. If you want to achieve strong equity returns on a long-term basis, we believe you need discipline, process and a willingness to put in long hours, day after day, year after year.”

 

Integrated Wealth Management Solutions

The Straus Group partners with our clients’ trusted advisors to create multidimensional solutions that can incorporate investment, financial and tax planning, and trust and charitable giving strategies.

Investment Management

We offer customized, risk-balanced strategies designed to help address each client’s needs and goals.

  • Separately managed accounts
  • Flagship flexible equity, fully invested and fixed income strategies
  • Liquidity management

Asset Allocation and Asset Location

We take the time to understand each client’s objectives, needs, time horizons and attitude toward risk across different accounts, and develop customized strategies for each.

  • Taxable and tax-deferred accounts
  • Trust and custody accounts

Wealth Planning

We partner with clients and their advisors to help mitigate the impact of taxes and implement investment solutions within wealth transfer strategies.

  • Tax-aware investing
  • Charitable giving solutions
  • Able to deploy Neuberger Berman Trust Company for personal trust and institutional fiduciary services
 

Meet Our Team

Marvin C. Schwartz
Senior Portfolio Manager
58 Years of industry experience
58 Years with Neuberger Berman
Richard J. Glasebrook
Senior Portfolio Manager
47 Years of industry experience
16 Years with Neuberger Berman
David I. Weiner
Senior Portfolio Manager
41 Years of industry experience
25 Years with Neuberger Berman
Henry Ramallo
Senior Portfolio Manager
30 Years of industry experience
25 Years with Neuberger Berman
Stephanie J. Stiefel
Head of Client Development – The Straus Group
36 Years of industry experience
29 Years with Neuberger Berman
Taylor L. Glasebrook
Associate Portfolio Manager
14 Years of industry experience
4 Years with Neuberger Berman
Charlie Schwartz
Associate Portfolio Manager
12 Years of industry experience
10 Years with Neuberger Berman
Joshua Bronstein, CFA
Wealth Advisor Associate
13 Years of industry experience
2 Years with Neuberger Berman
Steve Albanesi
Senior Portfolio Associate
20 Years of industry experience
20 Years with Neuberger Berman
Maureen Bowen
Administrative Coordinator
30 Years of industry experience
10 Years with Neuberger Berman
Connor DiRusso
Portfolio Associate
4 Years of industry experience
3 Years with Neuberger Berman
Evelyn Enciso
Senior Trading Associate
30 Years of industry experience
31 Years with Neuberger Berman
Mary Gattuso
Senior Portfolio Associate
13 Years of industry experience
13 Years with Neuberger Berman
Allyson Horowitz
Trading Associate
10 Years of industry experience
14 Years with Neuberger Berman
Alison Lage
Senior Portfolio Associate
20 Years of industry experience
21 Years with Neuberger Berman
Jean Panko
Senior Portfolio Associate
19 Years of industry experience
19 Years with Neuberger Berman
Eileen Pellegrino
Senior Portfolio Associate
20 Years of industry experience
20 Years with Neuberger Berman
Courtney Perez, CFP®
Senior Portfolio Associate
11 Years of industry experience
11 Years with Neuberger Berman
Alison Petrillo
Portfolio Associate
5 Years of industry experience
5 Years with Neuberger Berman
Maria Prainito
Senior Portfolio Associate
34 Years of industry experience
34 Years with Neuberger Berman
Donna Raffanello
Senior Trading Associate
25 Years of industry experience
27 Years with Neuberger Berman
Caroline Shapiro
Portfolio Associate
2 Years of industry experience
2 Years with Neuberger Berman
Patricia Yanez
Senior Portfolio Associate
25 Years of industry experience
25 Years with Neuberger Berman

To learn more about the Straus Group, please call us at 212.476.9094 or email us at strausinfo@nb.com.

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