BIOGRAPHY

Patrick Kenefick

Wealth Advisor

Tampa

+1 (813) 387-3218

patrick.kenefick@nb.com

SAVE CONTACT INFORMATION

Contact Us

Please complete the below fields and a member of the NB Private Wealth team will be in touch. Thank you.

*Required First Name*

*Required Last Name*

*Required Email*

*Required Phone*

Geographic Region

Topic of Interest

Additional Information

For added security, please verify the check box below.

Required

Years of Industry Experience

Years with Neuberger Berman

Patrick W. Kenefick, Vice President, re-joined the firm in 2012 as a Wealth Advisor specializing in investment management for high net worth individuals and non-profit organizations. He had previously held a position at the firm in the Private Asset Management Group. Prior to re-joining the firm, Patrick was a senior vice president and wealth structuring specialist at Merrill Lynch Trust Company. Before that, he held positions at First National Bank of Florida, Fisher Investments and Trusco Capital Management/Sun Trust. Patrick received a BBA in finance from the University of Georgia and graduated from the Florida Trust School.

“

For over two decades, I have worked with families and non-profit institutions, and made the attainment of their financial goals my primary focus. Because multigenerational wealth planning is a concern for many of my clients, I often partner with their existing tax advisors or call on the trust and estate planning professionals at Neuberger Berman Trust Company to create integrated solutions. The vast resources and investment expertise available at Neuberger Berman are instrumental in bringing together customized strategies for my clients. ”

- Patrick Kenefick, Wealth Advisor

Join Our Team

Careers

Get in touch with us