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 “Bay Area” redirects here. For other uses, see Bay Area (disambiguation).
The San Francisco Bay Area, colloquially known as the Bay Area or The Bay .
Neuberger Berman's wealth management services include discretionary private asset management, trust and estate planning Estate Planning
The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death.
Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the and financial planning Financial planning
Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against .
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 “University of Texas” redirects here. For other system schools, see University of Texas System.
The University of Texas at Austin (often referred to as The University of Texas, UT Austin, UT, or Texas and an MBA MBA
Master of Business Administration
Noun 1. MBA - a master's degree in business
Master in Business, Master in Business Administration 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 (body, education) University of Arizona - The University was founded in 1885 as a Land Grant institution with a three-fold mission of teaching, research and public service. . 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 Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. , 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 Tax planning
Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer. 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 The Private Securities Litigation Reform Act of 1995 (PSLRA) implemented several significant substantive changes affecting certain cases brought under the federal securities laws, including changes related to pleading, discovery, liability, class representation and awards fees and 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.