NEW YORK, June 7, 2017 /PRNewswire/ -- Neuberger Berman, a private, independent, employee-owned investment manager, announced today that three of the firm's wealth advisors ranked within the top 15 in Barron's "Top 100 Women Advisors" in the June 5, 2017 edition. The annual list includes: Stephanie J. Stiefel at #5, Holly Newman Kroft at #9 and Virginia Guy at #13. All three work at Neuberger Berman headquarters in New York.
Ranked #5, Stephanie J. Stiefel, is a Managing Director who has been with Neuberger Berman since 1990, previously serving as Head of Wealth Management. Prior to joining Neuberger Berman, Stephanie was a senior tax manager and personal financial planner for Arthur Andersen & Company, formerly a Big 8 accounting firm, where she specialized in tax consultation, financial and family wealth planning issues. She holds a Certified Public Accountant (CPA) designation. Ms. Stiefel received a BA from Queens College and has been a Trustee on the Foundation Board for over 20 years, where she served in numerous capacities, including Head of the Investment Committee. In 2014, Queens College honored her as Alumna of the Year. She is also a member of the Faculty of Arts and Science Board of New York University. Stephanie is a Board member of the Jewish Federation of New York where she serves on the Audit Committee and the Standards and Conflicts Committee. This is her third consecutive appearance in the top five of Top 100 Women Advisor list. In 2015 and 2106 she was ranked #3 in the country and #1 in New York.
Moving up this year to #9, Holly Newman Kroft, Managing Director, joined the firm as a Wealth Advisor in 2005. Holly works closely with ultra-high net worth individuals and their families to help develop customized investment solutions and address estate planning needs. She also focuses on addressing the unique investment needs of endowments and foundations, from identifying cash flow needs to proper asset allocation and portfolio manager proposals. Previously, Holly held investment banking positions at several institutions. She began her career in 1995 as an investment banking analyst at Oppenheimer & Company and later moved onto working at several boutique media advisory firms, specializing in private equity transactions, mergers & acquisitions and providing strategic advice to media and telecommunications companies. Ms. Kroft received a BA from the University of Michigan. This is her fourth consecutive appearance in the Top Women Advisor list and she has been ranked on Barron's Top 1,200 Financial Advisors list as well as being named #50 in New York in 2017.
Advancing to #13 on the list, Virginia Guy is a Managing Director who re-joined the firm as a Wealth Advisor in 1997. Virginia uses her experience and expertise to build customized wealth management solutions designed to help her clients achieve their unique investment goals, as well as address estate planning needs. Prior to re-joining Neuberger Berman, Virginia was the chief administrative officer and financial advisor for an ultra-high-net-worth family office. Ms. Guy attended the State University of New York, Rockland, and the New York Institute of Finance. For three consecutive years, she was ranked on Barron's Top 1,200 Financial Advisors list, and named #54 in New York in 2017. She has been on the Top Women list for four consecutive years.
"Neuberger Berman exists to serve our clients' investment needs and these women represent the very best," said Kenneth Rende, Head of Wealth Management at Neuberger Berman. "The fact that these advisors consistently place in the top rankings shows a level of client service that speaks to their professionalism and dedication." Barron's used a number of factors to determine the rankings including: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
About Neuberger Berman
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide. With offices in 19 countries, Neuberger Berman's team is more than 1,900 professionals. The company was named the #1 firm in Pensions & Investments 2016 Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. It manages $267 billion in client assets as of March 31, 2017. For more information, please visit our website at www.nb.com.
Information Regarding Barron's Rankings
Barron's rankings are based on a proprietary formula that has three major components: assets managed, revenues produced and quality of practice. Investment returns are not a component of rankings as returns are dictated largely by the risk tolerances of clients. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client's experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.
All information is as of March 31, 2017 unless otherwise indicated and is subject to change without notice. Firm data, including employee and assets under management figures, reflects collective data for the various affiliated investment advisers that are subsidiaries of Neuberger Berman Group LLC. Firm history dates back to the 1939 founding of Neuberger & Berman (the predecessor to Neuberger Berman LLC).
This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.
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Media Contact: Alex Samuelson, 212 476 5392, Alexander.Samuelson@NB.com
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