Sam Petrucci
Managing Director | Head of Advice, Planning & Fiduciary Services at Neuberger Wealth
- Role
- Managing Director Head of Advice, Planning & Fiduciary Services at Neuberger
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Sam Petrucci
Wealth planning executive and trust company CEO with a career defined by building and leading high-performing advisory teams that deliver sophisticated, integrated solutions for ultra-high-net-worth individuals and families — consistently driving business-leading revenue. Engaging and highly collaborative, with a focus on forging long-term, trust-based relationships with clients, internal teams, and third-party advisors.At Neuberger Wealth, Sam leads the Advice, Planning & Fiduciary Services team — a multidisciplinary group of tax, trust and estate attorneys, certified financial planners, and fiduciary specialists advising clients on estate and tax planning, life insurance, philanthropy, wealth education, and trust and estate administration. He also serves as CEO & Chairman of Neuberger Trust Company.Prior to Neuberger Wealth, Sam served as Global Head of Wealth Planning and Chairman of the Trust Company at Deutsche Bank, and spent 17 years at Credit Suisse, where he co-founded and led the U.S. Wealth Planning Group.A nationally recognized expert in the field, Sam has appeared on CNBC\'s Power Lunch and Last Call, and his insights have been featured in The New York Times, The Wall Street Journal, and the Financial Times. He has also lectured widely before professional organizations and authored numerous articles on wealth planning.• Dynamic Leadership • Relationship Management • Wealth Planning Expertise• Client-Centric Delivery • Innovative Advisory Solutions• Strategic Implementation
Experience
Managing Director Head of Advice, Planning & Fiduciary Services
Sep 2021 — Present · New York, NY, US
Education
University of Pittsburgh
B.A.
1992 — 1996
Villanova University Charles Widger School of Law
LL.M. in Taxation
1999 — 2004
Widener University Schools of Law
J.D.
1996 — 1999
Skills
- Tax Planning
- Client Solutions
- Group Leadership
- Third Party Vendor Management
- Family Office
- Philanthropy
- Wealth Education
- Wealth Management
- Estate Planning
- Life Insurance
- Team Management
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