Top Wealth + Best-in-State · rank 19 · 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)
- “Stephanie J. Stiefel, CPA, Managing Director, joined Neuberger Berman in 1990.” — firm_official
- Parent company — independent (medium)
- “Independence: Private, employee-owned structure” — firm_official
- Firm type — independent_ria (medium)
- “Firm Name: Neuberger Berman BD LLC ... Registration Begin Dates: Broker-Dealer: 3/20/1991, Investment Advisor: 7/26/2002” — sec_finra_regulatory
- “Independence: Private, employee-owned structure” — firm_official
- Team name — The Stiefel Bronstein Team (Straus Group, Private Asset Management) (high)
- “Team: The Stiefel Bronstein Team” — forbes_shook
- “Stephanie is the Head of Client Development for the Straus Group, within the firm's Private Asset Management division.” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2095530 (high)
- “CRD Number: 2095530 ... Name: Stephanie Janis Stiefel ... Firm Name: Neuberger Berman BD LLC” — sec_finra_regulatory
- Years experience — 35 (high)
- “Series 7 (General Securities Representative) - 3/18/1991” — sec_finra_regulatory
- Designations — CPA (high)
- “Stephanie J. Stiefel, CPA, Managing Director, joined Neuberger Berman in 1990.” — firm_official
Book of business
- Team AUM ($M) — 4000 (high)
- “Team Assets (Custodied): $4B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 105 (high)
- “Typical Net Worth of Relationships: $10-200M” — forbes_shook
- Client niche — high net worth individuals and families, plus small to medium-sized institutions (high)
- “leading a team providing high net worth individuals and families, as well as small to medium-sized institutions, with discretionary investment and trust services” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.nbprivatewealth.com/en/who-we-are/stephanie-stiefel (high)
- “Stephanie J. Stiefel, CPA, Managing Director, joined Neuberger Berman in 1990.” — 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 — Boutique platform combining planning and investments, Private, employee-owned independence, 80+ year history serving clients, $84.0bn AUM across 43 advisory teams, Portfolio managers average 25+ years investment experience (medium)
- “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
- “Empowering current and future generations” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/stephanie-stiefel-b127425/ (medium)
- “Stephanie Stiefel - Managing Director at Neuberger Berman” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top 100 Women Financial Advisors — #2 (2024), Barron's Top 100 Women Advisors — ranked #3 nationally (2015, 2016), Crain's New York Business Notable Women in Financial Advice (2020) (medium)
- “Ranked #2 on Barron's Top 100 Women Financial Advisor list (2024); consistent top-100 placement since 2015.” — firm_official
- “Notable Women in Financial Advice: Stephanie J. Stiefel” — professional_press
Visual brand
- Has distinct logo — no (medium)
- Logo url — https://www.nb.com/-/media/NBPWM/Nav-and-Footer/Wealth_Logo_Primary_MatteBlack.svg (high)
- Visual brand notes — Matte-black primary wordmark with white secondary variant; dark neutral palette, restrained professional wealth-management aesthetic. (medium)
