Jenna Forman
Vice President, Wealth Planner at Neuberger Berman
- Role
- Vice President, Wealth Planner at Neuberger
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Jenna Forman
With over a decade of experience in asset management across equity research, relationship management, client strategy, trading, and operations, I thrive in dynamic, collaborative environments. Expertise in building lasting relationships with public and private company C-Suite executives across industries and market caps. Strategic thinker with deep knowledge of consumer and industrials sectors, serving as a trusted advisor to portfolio managers overseeing multi-billion-dollar AUM for high-net-worth clients.
Experience
Vice President, Wealth Planner
Jan 2025 — Present
Education
NYU Stern School of Business
Master of Business Administration - MBA
The George Washington University School of Business
BBA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.