Region:

ohio

✪ Verified

ⓘ This Advisor is verified by SEC and FINRA

Firm: Neuberger Berman

Stephanie J. Stiefel

Financial Advisor

TEAM ASSET

Undisclosed

TEAM SIZE

Undisclosed

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Stephanie J. Stiefel Contact Details

Phone Number : (212) 476-5752

Email : sstiefel@nb.com

What to know about Stephanie J. Stiefel

Stephanie J. Stiefel, CPA, Managing Director, joined Neuberger Berman in 1990. Stephanie is the Head of Client Development for the Straus Group, within the firm’s Private Asset Management division. Prior to her current position, she served as Head of Wealth Management, leading a team providing high net worth individuals and families, as well as small to medium-sized institutions, ultra-high net worth individuals and their families to help develop customized investment solutions and address estate planning needs.

What services does Stephanie J. Stiefel?

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personal Background Stephanie J. Stiefel

Prior to joining the firm, Stephanie worked for Arthur Andersen & Co. as a personal financial planner and senior tax manager, specializing in tax consultation, financial planning and family wealth issues. She earned a BA from Queens College and is a Certified Public Accountant. Stephanie established a Charitable Remainder Trust in memory of her late husband at Lehigh University. She serves on the Board of the Faculty of Arts and Sciences at New York University and is a Trustee on the Board at Queens College. She has previously served as the Head of the Investment Committee at Queens College, and was a member of the Central Synagogue Board of Directors and the Jewish Communal Fund Board. In 2014, Stephanie was Alumna of the Year at Queens College.