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 @
- 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
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
- Asset Allocation
- Strategy
- Retirement Planning
- Wealth Management
- 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 Equities, Portfolio Management, Strategic Financial Planning, Investment Strategies, Problem Solving and more. Neil Lerner has 2 emails and 1 mobile phone numbers on RocketReach.
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