BIOGRAPHY

Kenneth Marino, CPWA®, CIMA®

Wealth Advisor

New York
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23

Years of Industry Experience

20

Years with Neuberger Berman

Kenneth J. Marino, CPWA®, CIMA®, Senior Vice President, joined the firm in 2004. He serves as a Wealth Advisor for Neuberger Berman Wealth Management, responsible for working directly with clients on the design and implementation of customized investment solutions. He is responsible for engaging with clients and assessing their financial situation to develop and implement a plan in line with their long-term goals and objectives, as it relates to estate, tax and retirement planning. Kenneth focuses on advising high-net-worth individuals, qualified retirement plans, foundations, and endowments on investment strategy and asset allocation design. Prior to joining the firm, Kenneth was an equity trader with AXA Advisors, LLC, responsible for trade execution for numerous institutional clients. He received a BA in history from Loyola University in Maryland and an MBA in finance from the University of Richmond. He was awarded the Certified Investment Management Analyst® (CIMA®) designation in 2014 and the Certified Private Wealth Advisor® (CPWA®) in 2015. He is on the Board of Directors of Cristo Rey High School (Brooklyn), a member of the Estate Planning Council of New York City, Investments & Wealth Institute, and the Junior Board of the Catholic Charities of the Archdiocese of New York.

I bring a unique perspective to developing customized investment solutions, with a focus on delivering each client’s current and future goals. My primary objective is to add value through prudent investment advice based on the full breadth of Neuberger Berman’s research and expertise, while seamlessly working with my clients’ existing tax and legal advisors to provide a comprehensive financial plan.

- Kenneth Marino, Wealth Advisor

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