BIOGRAPHY

Charles Allan, CFA

Wealth Advisor

New York
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29

Years of Industry Experience

28

Years with Neuberger Berman

Charles E. Allan, CFA, Senior Vice President, joined the firm in 1996, initially in mutual fund sales and later as a Wealth Advisor Associate. In his current role, he provides financial counseling services to high net worth individuals. Prior to joining the firm, Charles worked as a benefits analyst for ADP Benefits Services, where he began his career. He received a BA from the University of Richmond and has been awarded the Chartered Financial Analyst designation.

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