17
Years of Industry Experience
17
Years with Neuberger Berman
Steven Newler, CFA, CFP®, Senior Vice President, joined the firm in 2007. Steven is an Associate Portfolio Manager for The Fraenkel Group within the firm’s Private Wealth Management Division, working closely with the team’s Senior Portfolio Managers since 2010. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Steven meets with clients to help them focus on their unique financial objectives, providing them with a personalized Wealth Analysis that includes long-term goal planning, cash flow evaluation, and risk management reviews. Steven holds his FINRA Series 7 & 66 licenses, and has been awarded the Chartered Financial Analyst® designation. Steven received a BA in Economics with a minor in Finance from Syracuse University. He resides in New Jersey with his wife and three daughters.
