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
- Senior Vice President-Investments, Senior Portfolio Manager, Wealth Advisor @ (January 2009 - Present)
- Senior Vice President, Senior Portfolio Manager @ Smith Barney (March 2005 - January 2009)
- Senior Vice President, Senior Portfolio Manager @ Prudential Securities (February 1988 - March 2005)
- Senior Vice President @ E.F. Hutton (February 1983 - March 1988)
- Account Executive @ Janney Montgomery Scott LLC (January 1981 - February 1983)
Neil Lerner Education
- Rutgers University
BA (English)
1963-1968
Neil Lerner Skills
- Asset Allocation
- Certified Financial Planner™
- Certified Investment Management Analyst (CIMA®)
- Customer Service
- Equities
- Fixed Income
- Investment Strategies
- Portfolio Management
- Problem Solving
- Retirement Planning
- Risk Management
- Strategic Financial Planning
- Strategy
- Wealth Management
- Certified Investment Management Analyst Cima
- Certified Financial Planner
- Certified Investment Management Analyst
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 Asset Allocation, Certified Financial Planner™, Certified Investment Management Analyst (CIMA®), Customer Service, Equities and more. Neil Lerner has 2 emails and 1 mobile phone numbers on RocketReach.
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