We are proud to recognize three of our advisors ranked in Barron’s “Top 100 Women Financial Advisors” for 2024.
Barron’s recently published their 2024 Top 100 Women Financial Advisors list. This list highlights the nation’s top wealth advisors and raises the bar for industry standards. Advisors who wish to be ranked complete a comprehensive application about their practice. Barron’s verifies that data by applying their formula to generate a ranking based on assets, revenue and quality of practice.
We are proud to share that the following NB Private Wealth advisors are ranked in Barron’s “Top 100 Women Financial Advisors” for 2024. Join us in congratulating our colleagues named in this year’s list:
ADVISOR NAME | 2024 RANKING |
---|---|
Stephanie J. Stiefel | #2 |
Holly Newman Kroft | #3 |
Lisa Reed | #40 |
VIDEO
Holly Newman Kroft Discussed the Character of the Current Market
INSIGHTS
CIO Notebook: With Inflation in Line, Focus Shifts to Jackson Hole
Accolades
Forbes/SHOOK 2024 List of Top Next-Gen Wealth Advisors Best-in-State
MARKET COMMENTARY
Change Becomes July’s Constant
INSIGHTS
CIO Notebook: August Brings Volatility – But Will It Last?
INSIGHTS
CIO Notebook: July Payrolls Underwhelm as Fed Holds Firm
INSIGHTS
CIO Notebook: Powell Pushes Toward a September Cut
INSIGHTS
Neuberger’s Stephanie Luedke: How Being Myself Made Me a Better Leader
VIDEO
Kantor Group Q2 2024 Roundtable – Topics Driving the Financial Markets
INSIGHTS
Financial Literacy for the Next Generation
INSIGHTS
U.S. Election: The Policy Choice
INSIGHTS
Estate Planning for Art and Collectibles
INSIGHTS
A New Era for Small Caps?
The 2024 Barron’s “Top 100 Women Financial Advisors” rankings listed the top advisors in wealth management. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then apply their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets, (2) Revenue and (3) Quality of practice. In each of those categories, Barron’s does multiple sub-calculations. In evaluating advisors, Barron’s also considered the type of assets and qualitative factors, such as advisors’ experience, their advanced degrees and industry designations, the size and shape of their teams, their charitable and philanthropic work, and their compliance records. Investment performance was not an explicit criterion because performance is often a function of each client’s appetite for risk. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.
Neuberger Berman Investment Advisers LLC is a registered investment adviser. The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.