BIOGRAPHY

Adon Vanwoerden

財富顧問助理

New York

+1 (212) 476-9894

adon.vanwoerden@nb.com

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Adon Vanwoerden, CFA, Senior Vice President, joined the firm in 2015. As the Senior Investment Strategist for the Holly Newman Kroft Team, Adon is responsible for the design, implementation and monitoring of clients’ customized investment portfolios. He coordinates with the Investment Strategy Group to provide asset allocation, investment strategy, manager selection and performance analytics for the team. Prior to joining Neuberger Berman, Adon worked for the Office of the CIO at BofA Merrill Lynch. Adon earned a BA in Economics and Political Science from Vassar College and holds the Chartered Financial Analyst (CFA) designation.

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My goal is to help clients preserve and grow their wealth through comprehensive, customized investment solutions that address their long-term objectives and unique considerations. In collaboration with our clients and their legal and tax advisors, I strive to build focused wealth management strategies designed to cope with the constantly evolving market landscape and clients’ fluid financial picture. ”

- Adon Vanwoerden, 財富顧問助理

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