Neil Lerner Email & Phone Number

Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor @ UBS Group AG

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Neil Lerner Location

New York, NY, US

Neil Lerner Work

2009 - now Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor @ UBS Group AG
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2005 - 2009 Senior Vice President, Senior Portfolio Manager @ Smith Barney
1988 - 2005 Senior Vice President, Senior Portfolio Manager @ Prudential Securities

1983 - 1988 Senior Vice President @ E.F. Hutton
1981 - 1983 Account Executive @ Janney Montgomery Scott LLC

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Neil Lerner Education

Rutgers University
BA (English)
1963 - 1968

Neil Lerner Skills

Equities
Portfolio Management
Strategic Financial Planning

Investment Strategies
Problem Solving
Risk Management
Certified Investment Management Analyst Cima
Certified Financial Planner
Fixed Income
Customer Service

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Neil Lerner Summary

Neil Lerner, based in New York, NY, US, is currently a Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor at UBS Financial Services. Neil Lerner brings experience from previous roles at Smith Barney, Prudential Securities, E.F. Hutton and Janney Montgomery Scott LLC. Neil Lerner holds a 1963 - 1968 BA in English @ Rutgers University. With a robust skill set that includes Equities, Portfolio Management, Strategic Financial Planning, Investment Strategies, Problem Solving and more. Neil Lerner has 2 emails and 1 mobile phone numbers on RocketReach.

Neil Lerner Emails

Found 2 emails

Neil Lerner Phone Numbers

Found 4 phone numbers

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