Stay focused. Forge Ahead. Make your money move. Learn more here: https://lnkd.in/ea9KkHga #MakeYourMoneyMove
NB Private Wealth
Financial Services
New York, NY 2,462 followers
Partnering for what matters to you
About us
Partnering for what matters to you
- Website
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www.nbprivatewealth.com
External link for NB Private Wealth
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
Updates
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We're excited to share that Holly Newman Kroft, Senior Wealth Advisor, represented NB Private Wealth at this year’s Barron's Advisor 100 Summit. She had the honor of moderating a session with Frank Lipman, MD, a pioneer in integrative and functional medicine. At NB Private Wealth, we know that true prosperity thrives when well-being and financial success go hand in hand. Dr. Lipman shared insights on how to live longer, better by optimizing well-being and extending health span through cutting-edge treatments. What healthy habits are you looking to implement in your life 🏃♀️ ? #BA100 #BATeams
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This #HispanicHeritageMonth, Jose Hernandez, whose family is from Oaxaca, Mexico, is proudly celebrating his Mexican American heritage and reflecting on the importance of embracing one’s culture. Furthermore, the NB Hispanic and Latinx Network is leading a range of employee programs at Neuberger Berman this month, creating a space for colleagues to share their unique experiences with one another.
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It’s true what they say: knowledge is power 🧠 ⚡. A lack of financial literacy can lead to common pitfalls within the next generation that can contribute to wealth erosion over time. In our current edition of Aspire, Sisi Provost, Co-founder of Succession Advisors and The Education Initiative, explores this topic and provides her thoughts on solutions for advancing wealth literacy to help ensure your legacy for generations to come. Read the full piece below to learn more: https://lnkd.in/gS3fDdDc
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🌟 Another great year in the books for the Future Proof Conference! 🌟 We are thrilled to share that CIO Shannon Saccocia, CFA, CIMA® had the opportunity to speak on a panel titled, "How to Access Hidden Gems in Private Markets" at this year's Future Proof Conference! 🎤💡 A huge thanks to Joshua Brown, Future Proof organizers and everyone who attended. Your participation and enthusiasm made the event a great success. #FutureProof #Innovation #CIO #PrivateMarkets
Future Proof in full swing!
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Yesterday, the highly anticipated and hotly contested #Fed decision to cut interest rates by 0.50% was announced, aiming to boost the economy by making borrowing cheaper. 📉 This decision may prove to be one of the most impactful and surprising from a scheduled meeting in the last decade. Fed Chair Jerome Powell’s comments during the press conference were colored by his desire to justify the magnitude of the cut, as well as the Fed’s belief that a soft landing can still be achieved. Markets are reacting, and it could mean good news for borrowers! Learn more in Shannon Saccocia, CFA, CIMA®’s latest #CIONotebook by clicking the link below. 📓 #FedDecision #InterestRates https://lnkd.in/eNR-VraJ
CIO Notebook: The Fed Takes a Big Step on a New Path | Neuberger Berman
nbprivatewealth.com
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As summer comes to a close, it’s important to take time to pause and connect before busy fall schedules set in. To make the most of the remaining warm weather, NB Private Wealth Chicago recently set sail with our clients for a lakefront tour, hosted by TV personality Geoffrey Baer. The iconic architecture along Lake Michigan provided a stunning backdrop for an evening of insightful conversations and connections. A special thanks to Geoffrey Baer for sharing his expertise and making the evening truly memorable! #Connections #LakeMichigan
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Advisor in Action! Holly Newman Kroft, Senior Wealth Advisor, will be representing Neuberger Berman and NB Private Wealth at this year’s Barron's Advisor 100 Summit. In today's fast-paced world, it's easy to get caught up in the hustle and bustle. But let's take a moment to remember that our true wealth lies in our health. 💪 Be sure to catch Holly on the main stage on September 19th at 4:10 PM ET, where she will be joined by Frank Lipman, MD in a session titled, Live Healthier Longer: Cutting Edge Strategies to Optimize Health and Increase Longevity.
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CIO Shannon Saccocia, CFA, CIMA®, recently sat down with CNBC's Closing Bell to share her invaluable insights on economic trends and market dynamics. Shannon provided a deep dive into what she believes investors might expect moving forward, even with more normalized growth. For more of Shannon's insights, tune in to the Halftime Report at noon EST today, broadcasting live from the Future Proof Conference in California. Be sure to follow Shannon and NB Private Wealth for ongoing updates and more investment perspectives! 🙌 #Economy #Markets #Investment #Finance
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The post-pandemic economy has been challenging for consumers to navigate, but the recent #data shows things are better than they’ve been perceived. Shannon Saccocia, CFA, CIMA®, breaks down her views on why #consumer sentiment seems to be weakening despite some positive data trends. Learn more by reading her full #CIOWeekly in the post below:
Economic data has been resilient, but everyone seems unhappy, writes NB Private Wealth #CIO Shannon Saccocia, CFA, CIMA®. Will the consumer cheer up in time to avoid triggering a #recession? Read more in the latest #NBCIOWeekly.
The Fifth Stage of Pocketbook Grief—CIO Weekly Perspectives
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