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Taft-Hartley Plans

Providing innovative investment solutions to over 160 local and national plans
Plan sponsors and participants have entrusted our managers with over $7.0bn in AUM on behalf of Taft-Hartley plans. The experience of our investment professionals and breadth of our investment platform enable us to provide innovative investment solutions that are a direct reflection of our clients specific plan goals, obligations, risk tolerance and time horizon.
100% independent, employee-owned
746 investment professionals worldwide
offices in 39 cities across 26 countries
99% of client assets managed by lead PMs who have 20+ years of industry experience
A+ awarded score in the U.N.-Backed Principles for Responsible Investment (PRI)2
$443 bn firm AUM
Our Commitment to Taft-Hartley plans
Breadth of capabilities to meet the diverse investment needs of Taft-Hartley plan sponsors: For decades, Neuberger Berman has provided investment advice and guidance to institutions and individuals. We know that selecting an experienced manager can be important in enhancing the risk/return profile of the assets that help secure participant benefits. We invite you to explore our capabilities across asset classes and investment disciplines.
Providing solutions to over 160 local and national plans affiliated with over 33 international unions and employer associations.
$7.5bn AUM
For Taft-Hartley plans
40+ years
Experience working with union and employer trustees and their funds, including pension, annuity, health & welfare
$137.2bn firm AUM
in NB Alternatives
Neuberger Berman became a signatory of the United Nations Principles for Responsible Investing
Our Taft-Hartley Business by Asset Class3
Taft Hartley
Explore Our Related Strategies
International Equity
Emerging Markets Equity
Domestic Equities
Fixed Income
Opportunistic Fixed Income
Emerging Markets Debt
High Yield
Alternative Credit
Private Debt
Option Strategies
Risk Parity
Global Allocation
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Dedicated Taft-Hartley Team
Michael Hattrup, Managing Director
Michael Hattrup, Managing Director, joined the firm in 2019. Michael is a Client Advisor on the Institutional Sales team focusing on Taft-Hartley Funds. Prior to joining the firm, he worked in business development at ABS Investment Management. Previously, he was also an associate director at O’Shaughnessy Asset Management. He earned a BBA in Entrepreneurship from Wichita State University.
Cheryl Cannistra, Senior Vice President
Cheryl Cannistra, Senior Vice President, joined the firm in 2011. Cheryl is the Head of North America Institutional Client Service and serves as a Client Service Advisor working with public and corporate pensions, foundations, endowments, family offices and other institutions. Prior to joining the firm, she worked at Driehaus Capital Management LLC for over 23 years, most recently as a vice president of relationship management. Prior to that role she was the director of client servicing and marketing, and before that she was a senior relationship manager. Cheryl received a BA in Economics from the University of Illinois.
Ashley Carr, Vice President
Ashley Carr, Vice President, joined the firm in 2014. Ashley is a member of the North American Institutional Client Group focused on union & multiemployer plans and consultants. Previously, Ashley worked at Lord Abbett & Co. where she focused on institutional business development. Ashley received a BS in Finance and Business Administration from Sacred Heart University, John F. Welch College of Business and is based in New York. She holds FINRA Series 7, 31, and 66 licenses and is a Level II candidate for the Chartered Alternative Investment Analyst designation.
Jack Shannon, Vice President
Jack Shannon, CFA, Vice President, joined the firm in 2013. Jack is a Client Advisor on the North American Institutional Client Coverage Team focused on business development initiatives with Taft-Hartley funds. Previously, he served as a junior member of the legal team supporting the Private Equity group at Neuberger Berman. Jack received a BA in History from Fordham University and has been awarded the Chartered Financial Analyst designation.
Daniel Barrus, Client Associate
Daniel P. Barrus, Client Associate, joined the firm in 2021. Daniel is a member of the North American Institutional Client Coverage Team focused on business development initiatives across Corporate, Endowment, Foundation, Union/Multiemployer and Public Institutions in the United States. Daniel joined the firm from Clark Capital Management Group, where he served as a senior member of the Relationship Management Group. Previously, Daniel worked at Hamilton Lane in the Institutional Client Service and Relationship Management Group. Daniel received a Bachelor of Science in Business Administration from Saint Joseph's University.
Contact Us
To learn more about how we can partner with you, please contact our team