Top Wealth + Best-in-State · rank 29 · New York, New York · listed firm: Neuberger Berman
Logo asset (hotlink-protected, view at source): https://www.nb.com/-/media/NBPWM/Nav-and-Footer/Wealth_Logo_Primary_MatteBlack.svg
Identity & firm
- Firm — Neuberger Berman (high)
- “Neuberger Berman BD LLC (since 5/9/2005 for BD; 2/11/2006 for IA)” — sec_finra_regulatory
- “Senior Wealth Advisor, Managing Director at Neuberger Berman” — firm_official
- Parent company — Neuberger Berman Group LLC (employee-owned; independent) (medium)
- “Neuberger Berman BD LLC” — sec_finra_regulatory
- Firm type — hybrid_ria (high)
- “Registration Types: Broker-Dealer (Active); Investment Adviser (Active)” — sec_finra_regulatory
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — 2521521 (high)
- “CRD Number: 2521521” — sec_finra_regulatory
- Years experience — 31 (medium)
- “31 years in the industry; 21 years with Neuberger Berman” — firm_official
- “Series 7 (General Securities Representative) - 3/25/1998” — sec_finra_regulatory
- Designations — — (medium)
- “BA from University of Michigan” — firm_official
Book of business
- Team AUM ($M) — 4400 (high)
- “Team Assets (Custodied): $4.4B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size For New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 55 (high)
- “Typical Net Worth Of Relationships: $10-100M” — forbes_shook
- Client niche — ultra-high-net-worth families, plus endowments and foundations (high)
- “Holly Newman Kroft joined the firm in 2005 and works with ultra-high-net-worth families developing customized investment solutions while addressing estate, legacy, and philanthropic needs. She also serves endowments and ” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Registration Types: Broker-Dealer (Active); Investment Adviser (Active)” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.nbprivatewealth.com/en/who-we-are/holly-newman-kroft (high)
- “Senior Wealth Advisor, Managing Director at Neuberger Berman” — firm_official
- Value proposition (verbatim) — Harnessing our rich history in helping individuals and families achieve their investment objectives, Neuberger Wealth brings together the powerful combination of planning and investments in one boutique platform. (high)
- “Harnessing our rich history in helping individuals and families achieve their investment objectives, Neuberger Wealth brings together the powerful combination of planning and investments in one boutique platform.” — firm_official
- Differentiators — planning and investments combined in one boutique platform, multigenerational focus — "Empowering current and future generations", relationships forged over decades built on stability and trust, customized solutions spanning estate, legacy and philanthropic needs, institutional capability extended to endowments and foundations (high)
- “We understand that the needs across generations are distinct and becoming more complex. Relationships forged over decades ensure this process is built on a foundation of stability and trust.” — firm_official
- “Empowering current and future generations” — firm_official
- Content marketing — active (medium)
- “Holly Newman Kroft Discusses the Current Financial Markets | Neuberger Berman” — firm_official
- Has podcast — no (medium)
- “Regular CNBC contributor; appearances on FOX Business's "Wall Street Week," Barron's "Roundtable," Yahoo Finance's "On the Move," and Bloomberg's Inspired Investing Conference” — firm_official
- Books published — 0 (medium)
- “Investment banking analyst at Oppenheimer & Company; subsequently worked at boutique media and telecom advisory firms before joining Neuberger Berman.” — firm_official
- Linkedin url — https://www.linkedin.com/in/holly-newman-kroft-78609311/ (medium)
- “Holly Newman Kroft - Neuberger Berman | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active, instagram (low)
- “Holly Newman Kroft (@hollynewmankroft) • Instagram photos and videos” — social_or_third_party_db
- Press awards — Barron's Hall of Fame Financial Advisor, Barron's Top 100 Women Financial Advisors (#2, 2025), Barron's Top 100 Financial Advisors, 50 Most Influential Women in Private Wealth — Private Asset Management (2015), Crain's New York Notable Women in Financial Advice (high)
- “Barron's Hall of Fame Financial Advisor” — firm_official
- “Named one of 50 Most Influential Women in Private Wealth by Private Asset Management magazine (2015)” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://www.nb.com/-/media/NBPWM/Nav-and-Footer/Wealth_Logo_Primary_MatteBlack.svg (high)
- Visual brand notes — Matte-black-and-white corporate mark, restrained institutional palette; clean professional typography. No team-level sub-brand — advisor sits under the firm-wide Neuberger Wealth identity. (medium)
