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Taft-Hartley

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Taft-Hartley Plans

Providing custom solutions to over 144 local and national plans
OVERVIEW
Plan sponsors and participants have entrusted our managers with over $6.7bn 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.
PLATFORM AT A GLANCE1
100% independent, employee-owned
696 investment professionals worldwide
offices in 38 cities across 25 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
$418 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 144 local and national plans affiliated with over 30 international unions and employer associations.
$6.7bn AUM
For Taft-Hartley plans
30+ years
Experience working with union and employer trustees and their funds, including pension, annuity, health & welfare
$130.7bn firm AUM
in NB Alternatives
2012
Neuberger Berman became a signatory of the United Nations Principles for Responsible Investing
Our Taft-Hartley Business by Asset Class3
Taft-Hartley Business by Asset Class
Explore Our Related Strategies
Equities
 
International Equity
 
Emerging Markets Equity
 
Domestic Equities
Fixed Income
 
Opportunistic Fixed Income
 
Emerging Markets Debt
 
High Yield
Alternative Credit
 
Co-Investments
 
Private Debt
 
Secondaries
Quantitative
 
Option Strategies
 
Risk Parity
 
Global Allocation
THOUGHT LEADERSHIP
White Paper
May 03, 2022

Integrating Climate Risk Into Strategic Asset Allocation

Is your strategic asset allocation process missing climate risks—and foregoing climate opportunities?

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CIO Weekly Perspectives
August 14, 2022

China: Suspended Animation

The run-up to China’s leadership meetings this fall is delaying substantial policy changes, in our view creating opportunities in advance of potential economic improvement next year.

Read More
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Dedicated Taft-Hartley Team
Michael Hattrup, Senior Vice President
Michael Hattrup, Senior Vice President, 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
taft-hartley.coverage@nb.com
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