NB Private Wealth

We’re excited to share that Shannon L. Saccocia, CFA Saccocia will be leading a session on demystifying multi-asset investing at CNBC Pro's Wealth For Women event on May 28. The event aims to transform how women invest and redefine what financial success and independence looks like. Learn more about this important and timely event here: CNBC PRO Live: https://lnkd.in/erC4_U2y

Congratulations to our wealth management professionals honored in 2026 Barron's Top 1500 Financial Advisors! 🎉 This ranking is decided by factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. We are incredibly proud of the following advisors for this well-deserved recognition: 🌟 Peter Arbes 🌟 Seth Finkel 🌟 Brian Hahn 🌟 Holly Newman Kroft 🌟 Michael Mazza 🌟 William Peterson 🌟 Lisa Reed 🌟 Stephanie J. Stiefel 🌟 Richard Szelc https://lnkd.in/eWbkukJR

As Shannon L. Saccocia, CFA shared on CNBC, the drivers behind recent equity momentum – accommodative policy, disinflation, and AI-fueled growth – are starting to shift. With financial conditions tightening and cash potentially becoming more attractive for some, investors may have more room to be selective. Worth a watch 👇 https://lnkd.in/edMh9bqf

During this Women's History Month we pause to celebrate the remarkable women who shape our organization—and the extraordinary women we are honored to serve. At Neuberger Private Wealth, women are at the heart of everything we do. As clients, leaders, advisors, and innovators, they bring diverse perspectives that allow us to better understand and address the unique financial aspirations of those we work with. This culture of inclusion empowers us to deliver thoughtful, personalized guidance that reflects the values and ambitions of women at every stage of life. In honor of this special month, we are proud to share a video highlighting just some of the incredible women who make NB Private Wealth exceptional, each and every day.

Did you have a chance to read Shannon L. Saccocia, CFA’s monthly commentary? 📝 Read the full piece here: https://lnkd.in/epttux7h

What does the evolving geopolitical landscape mean for your portfolio? Shannon L. Saccocia, CFA shares her key takeaways from yesterday's Fed meeting below.👇 #CIONotebook

We were thrilled to gather with our clients, colleagues and friends last week the Norton Museum of Art. Against the backdrop of one of South Florida’s most celebrated cultural institutions, we had the chance to slow down, connect and explore extraordinary works spanning European, American, Asian, Contemporary and Photography collections guided by the museum’s talented docents. We were particularly grateful to view the special exhibition: Art and Life in Rembrandt’s Time: Masterpieces from The Leiden Collection. Thank you to everyone who joined us. We’re already looking forward to the next one. 🎨 Michael Mazza Libby Barlow Eric Higger, CFP® Jason Rosen Frank R. Aurichio, CFP®, CPWA® Casey Crane, CFA Sonja (Nuhic) Aurichio, CFA

In the latest edition of the CIO Notebook, Shannon L. Saccocia, CFA, CIO-Wealth, shares her thoughts on Wednesday's CPI report. We remain constructive on quality equities and a diversified global approach, while also seeing opportunity in fixed income – particularly duration – and believe the Fed still retains the latitude to cut rates over the course of the year. Swipe through below for her key takeaways. 👇 https://lnkd.in/eCYZ6pK9

Holly Newman Kroft, Senior Wealth Advisor, joined CNBC's Money Movers with Sara Eisen and Carl Quintanilla on March 9. The backdrop for investors is unsettled, and the headlines are not making it easier. Holly offers the perspective she believes every investor needs right now: step back, focus on the fundamentals, and resist the pull of knee jerk reactions. Watch the full interview below or by clicking here: https://lnkd.in/d78zfQ26

Our Chief Investment Officer, Shannon L. Saccocia, CFA, joined CNBC’s “Halftime Report” last week to share her perspective on what current oil prices signal for the broader market. Watch her full appearance below. ⬇️ https://lnkd.in/gwnb_JHd