Jenna Forman, CFP® in

Jenna Forman, CFP®

Critic · DISC type C
Vice President, Wealth Planner at Neuberger Berman
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Vice President, Wealth Planner
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Jenna shows up

Objective Thinker
Critic
Information Seeker

They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms. They like to do things independently and don’t look for support from others.

Priorities

Topics Jenna cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Vice President, Wealth Planner
Neuberger Berman
1-2019 - 1-2025
Vice President, Research Analyst
Neuberger Berman
12-2016 - 12-2018
Research Associate
Neuberger Berman
5-2013 - 12-2016
Portfolio Associate
Neuberger Berman
12-2010 - 5-2013
Quant/Multi-Manager Middle Office Analyst
Neuberger Berman
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration - MBA
NYU Stern School of Business
BBA
The George Washington University School of Business
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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