Neuberger Berman Expands San Francisco Presence; Hires Two Regional Vice Presidents for Wealth Management Services.
SAN FRANCISCO--(BUSINESS WIRE)--March 21, 2003
Howard Tripp Taylor and Keith Larkin have joined Neuberger Berman as Regional Vice Presidents to service the needs of high net worth individuals, trusts, foundations, and family offices in the San Francisco Bay area.
Neuberger Berman's wealth management services include discretionary private asset management, trust and estate planning and financial planning.
Mr. Taylor joins Neuberger Berman from Rochdale Investment Management, where he was a Portfolio Manager. Prior to then, he worked at Citigroup and John Hancock Funds. Mr. Taylor holds a bachelor's degree from the University of Texas at Austin and an MBA from American Graduate School of International Management (Thunderbird). He is a Certified Financial Analyst, Level III Candidate.
Mr. Larkin also joins Neuberger Berman from Rochdale Investment Management, where he was a Western Regional Sales Director. Previously, he held positions at Stephens Inc. investment bank and Harrighton, Righter & Parsons. Mr. Larkin received his bachelor's degree from the University of Arizona. He is a Certified Financial Analyst, Level I Candidate.
Mr. Taylor and Mr. Larkin join Robert H. Splan, Senior Vice President, in the San Francisco office. Mr. Splan opened the office for Neuberger Berman in 1990, and has been with the firm for 16 years.
"San Francisco is an important and dynamic marketplace and I am confident Tripp Taylor and Keith Larkin will help us serve more investors in the Bay Area well with their strong investment knowledge and quantitative backgrounds," said Heidi L. Steiger, Neuberger Berman Executive Vice President and head of Private Asset Management.
Neuberger Berman Inc. through its subsidiaries is an investment advisory company with $56.1 billion in assets under management, as of December 31, 2002. For 63 years, the firm has provided clients with a broad range of investment products, services and strategies. The Company engages in private asset management, wealth management services, tax planning and personal and institutional trust services, mutual funds and institutional management, and professional securities services for individuals, institutions, corporations, pension funds, foundations and endowments.
Statements made in this release that look forward in time involve risks and uncertainties and are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such risks and uncertainties include, without limitation, the adverse effect from a decline in the securities markets or a decline in the Company's products' performance, a general downturn in the economy, competition from other companies, changes in government policy or regulation, inability of the Company to attract or retain key employees, inability of the Company to implement its operating strategy and acquisition strategy, inability of the Company to manage rapid expansion and unforeseen costs and other effects related to legal proceedings or investigations of governmental and self-regulatory organizations.