24
Years of Industry Experience
7
Years with Neuberger Berman
Stephen P. Polizzi, Senior Vice President, has been with Neuberger Berman since 2017 and currently serves as the Head of Wealth Planning. With over 20 years of experience in the financial services industry, Stephen has held roles at some of the largest and most respected firms in the sector, including Morgan Stanley, ING, Transamerica, and Raymond James Financial Services. A Certified Financial Planner™ since 2008, Stephen specializes in advising high-net-worth individuals and families on a wide range of financial planning needs, including retirement, cash flow, investment allocation, risk management, education funding, and legacy planning.
