Tracy Meyer, CFP®
Client Relationship Manager at Neuberger Berman
📍 New York City Metropolitan Area, United States
Tracy Meyer is a Senior Vice President and Client Relationship Manager at Neuberger Berman, where she has worked since 2007. With over 25 years of experience, she specializes in managing relationships for high-net-worth individuals and families. She holds an MBA from Clarkson University.
Tracy has dedicated her career to servicing high-net-worth clients for over two decades, focusing on financial planning and investment proposals.
Read the full overview →Experience
19 Years
Current Role
Client Relationship Manager
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview
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Priorities
Topics Tracy cares about
High-Net-Worth Clients
Her entire career, spanning over 25 years, has been focused on servicing high-net-worth individuals and family groups.
Financial Planning
This is a core responsibility in her role and is underscored by her Certified Financial Planner (CFP®) designation.
Career
Work history
2-2007
Client Relationship Manager
Neuberger Berman
In the press
Media appearances
Tracy Meyer | Neuberger Berman - NB Private Wealth. Featured in NB Private Wealth (Neuberger Berman)
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Education
Tracy has no verified education history
Social presence
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