36
Years of Industry Experience
36
Years with Neuberger Berman
Laurie A. Davis, Senior Vice President, joined the firm in 1988. Before becoming a Relationship Manager in 2004, Laurie held positions at Neuberger Berman as a research associate and portfolio assistant. In her current role she works with her Wealth Management team in formulating comprehensive wealth plans custom-tailored to the clients' individual situations. This wealth planning process begins with new business proposals and includes an in-depth wealth assessment, asset allocation and investment strategy recommendations. Laurie received a BA in Economics from the University of Delaware and an MBA in Finance from Fordham University, Graduate School of Business. She is a mentor in the Veteran Mentoring Program with American Corporate Partners.
