16
Years of Industry Experience
16
Years with Neuberger Berman
Courtney Perez, Vice President, joined Neuberger Berman in 2008. As a Wealth Planner, Courtney works closely with the Straus Group Portfolio Managers and other team members to effectively service client portfolios including overseeing onboarding, monitoring client portfolios and coordinating with clients’ representatives such as accountants and attorneys. Her other responsibilities include leading the Straus Group’s financial planning analysis efforts, where she works with clients to identify their long term goals, review their financial status and analyze how those goals can be achieved. In her free time, Courtney enjoys traveling around the world, cooking and watching European soccer. She is a graduate of James Madison University, holds FINRA Series 7 and 66 securities licenses and is a CFP® certificant."
