Neuberger Berman
The Fraenkel Group is seeking a Wealth Planner to join their team in NYC. This position involves formulating client wealth planning analyses and providing support and expertise on personal finance matters. The Wealth Planner will also assist with portfolio management and client account administration while collaborating with team members to enhance financial planning services.
Headquarters
New York, New York, United States
Company Size
1001-5000 employees
Founded
1939
Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Neuberger Berman.
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