Neuberger Berman Places Nine Wealth Advisors In Barron’s “Top Financial Advisors” List
Alex Samuelson, 212.476.5392, Alexander.Samuelson@nb.com
New York, March 2, 2015 — Neuberger Berman, one of the world’s leading private, employee-owned investment managers, announced that nine of the firm’s wealth advisors were included in the Barron’s magazine feature “America’s Top 1,200 Financial Advisors”. The annual state-by-state list shows three of the firm’s wealth advisors, Rick Szelc of Texas, Brian Hahn of Illinois, and Seth Finkel of New York, ranked among the top ten in their state.
Mr. Szelc, who manages $1.6 billion for clients and ranks #3 in Texas according to this listing, is a managing director at Neuberger Berman based in the firm’s Dallas office. As a wealth advisor at Neuberger Berman since 2000, Mr. Szelc works closely with his clients to create customized investment strategies for his high-net-worth clients. A graduate of Lawrence Technological University, he holds an MBA from the University of Texas at Austin.
Mr. Hahn, ranked #6 in Illinois by Barron’s, manages $1.3 billion for his clients. A managing director of Neuberger Berman, he joined the firm in 1995 as a Chicago-based wealth advisor. Mr. Hahn and his team specialize in helping private clients design and implement customized wealth management solutions. He has previously been named by Barron’s as one of the “Top 100 Financial Advisors” in America.
Mr. Finkel, also a managing director and ranked #8 by Barron’s in New York, joined Neuberger Berman in 1990. As a wealth advisor heading a team with $2.4 billion in client assets, he focuses on working with high-net-worth individuals, closely held businesses, fiduciaries, and not-for-profit organizations. He holds a Bachelor of Science from Lehigh University, a JD from Fordham University School of Law, and an LLM in Tax from the New York University School of Law.
Also on this year’s Barron’s Top 1200 list were the following Neuberger Berman advisors: Tripp Taylor (California); and Arlene Adler, Peter Arbes, Virginia Guy, Holly Newman Kroft and William Peterson of New York.
“This is terrific recognition for the advisors on the list, their teams and our firm,” said Kenneth Rende, Head of Wealth Management at Neuberger Berman. “These results reflect the depth and breadth, as well as the talent and expertise of our wealth advisors and reinforces our ability to provide best-in-class service to clients across the U.S.”
Barron’s used a number of factors to determine the state-by-state 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 18 countries, Neuberger Berman’s team is more than 2,100 professionals and the company was named by Pensions & Investments as a 2013 and 2014 Best Place to Work in Money Management. Tenured, stable and long-term in focus, the firm fosters an investment culture of fundamental research and independent thinking. It manages $250 billion in client assets as of December 31, 2014. For more information, please visit our website at www.nb.com.