Neuberger Berman Executive and Leadership Team

Anne Brennan, the Chief Financial Officer at Neuberger Berman, manages the firm's global financial health and capital allocation strategies. Brennan oversees all accounting, financial reporting, and treasury functions, ensuring compliance with international regulatory standards. By directing the budgeting process, the Chief Financial Officer provides the necessary resources for investment teams to pursue global opportunities. This leadership role involves frequent interaction with the Board to discuss fiscal performance and long-term financial sustainability. Anne Brennan monitors liquidity levels and capital reserves to support the firm's independent, employee-controlled structure. Through the implementation of robust financial controls, the Chief Financial Officer mitigates operational risks and optimizes cost structures across all business units. Ultimately, Brennan secures the firm's financial foundation, enabling continued innovation in asset management services.

Michael Ruane, the Chief Operating Officer, Global Technology at Neuberger Berman, directs the firm's technological infrastructure and digital transformation efforts. Ruane oversees the integration of advanced software solutions that support global trading operations and data management. By coordinating with the IT department, the Chief Operating Officer, Global Technology ensures that all systems remain scalable and secure against cyber threats. This leadership role involves streamlining operational workflows to increase efficiency across the investment platform. Michael Ruane manages the deployment of cloud-based tools that facilitate real-time data analysis for portfolio managers. Through the modernization of internal systems, the Chief Operating Officer, Global Technology enhances the firm's ability to process complex financial transactions. Ultimately, Ruane drives technological excellence, providing the digital backbone necessary for superior asset management performance.

Sydney Rubin, the Associate - Office of the Chief Operating Officer at Neuberger Berman, coordinates strategic projects that enhance operational efficiency across the firm. Rubin oversees the implementation of cross-departmental initiatives, ensuring that internal processes align with the firm's broader business goals. By supporting the Chief Operating Officer, the Associate - Office of the Chief Operating Officer facilitates communication between various business units to resolve operational bottlenecks. This leadership role involves analyzing performance metrics and preparing reports for executive review. Sydney Rubin manages the logistics of firm-wide projects, ensuring that deadlines are met and resources are utilized effectively. Through the optimization of administrative workflows, the Associate - Office of the Chief Operating Officer contributes to the firm's overall operational agility. Ultimately, Rubin supports the executive team in maintaining a high-performance culture.

Patrick Deaton, the Chief Operating Officer, NB Alternatives at Neuberger Berman, directs the operational framework for the firm's alternative investment division. Deaton oversees the middle and back-office functions that support private equity and hedge fund strategies. By coordinating with legal and compliance teams, the Chief Operating Officer, NB Alternatives ensures that all alternative products adhere to strict regulatory requirements. This leadership role involves managing the lifecycle of alternative investments, from initial onboarding to final distribution. Patrick Deaton optimizes the operational processes that allow for the seamless management of complex, illiquid assets. Through the implementation of robust reporting systems, the Chief Operating Officer, NB Alternatives provides transparency to institutional investors. Ultimately, Deaton drives operational stability within the alternatives business, supporting the firm's growth in private market sectors.

Michael Frick, the Chief Operating Officer of Private Debt at Neuberger Berman, manages the operational infrastructure for the firm's private debt lending activities. Frick oversees the loan administration and credit monitoring processes that are essential for maintaining a healthy debt portfolio. By directing the operational team, the Chief Operating Officer of Private Debt ensures that all lending transactions are executed with precision and speed. This leadership role involves managing relationships with borrowers and ensuring that credit agreements are properly serviced. Michael Frick implements risk management protocols that protect the firm's capital in the private debt space. Through the continuous improvement of loan processing systems, the Chief Operating Officer of Private Debt enhances the efficiency of the firm's credit offerings. Ultimately, Frick drives operational excellence in private debt, supporting the firm's broader fixed income strategy.

Ping Zhou, the Chief Information Officer, Quantitative Investments at Neuberger Berman, architects the data-driven frameworks that power the firm's quantitative strategies. Zhou oversees the development of algorithmic models and high-frequency trading systems that analyze market patterns. By directing the quantitative research team, the Chief Information Officer, Quantitative Investments ensures that mathematical models remain accurate and predictive in changing market environments. This leadership role involves managing large-scale data sets and optimizing computational power for complex financial simulations. Ping Zhou integrates machine learning techniques into the investment process to identify alpha-generating opportunities. Through the continuous refinement of quantitative tools, the Chief Information Officer, Quantitative Investments supports the firm's commitment to data-backed decision-making. Ultimately, Zhou drives innovation in quantitative finance, maintaining the firm's competitive edge in algorithmic asset management.

Francis Verdier, the Managing Director & Chief Technology Officer at Neuberger Berman, leads the firm's overarching technology strategy and digital security posture. Verdier oversees the enterprise-wide technology stack, ensuring that all platforms support the firm's global investment activities. By directing the engineering and cybersecurity teams, the Managing Director & Chief Technology Officer protects the firm's intellectual property and client data. This leadership role involves evaluating emerging technologies that could provide a competitive advantage in asset management. Francis Verdier manages the integration of new digital tools into existing workflows, ensuring minimal disruption to daily operations. Through the development of resilient IT architectures, the Managing Director & Chief Technology Officer supports the firm's commitment to operational reliability. Ultimately, Verdier drives the firm's digital evolution, ensuring that technology remains a core pillar of the investment business.

Julia Fowler, the Managing Director at Neuberger Berman, directs high-level investment strategies for institutional clients across North American markets. Fowler oversees the development of customized equity portfolios, ensuring alignment with specific risk-adjusted return targets. By collaborating with the broader investment committee, the Managing Director identifies emerging market trends that influence asset allocation decisions. This leadership role involves managing complex client relationships and providing deep analytical insights into global equity performance. Julia Fowler maintains rigorous standards for portfolio construction, which directly supports the firm's reputation for independent research. Through the implementation of sophisticated investment frameworks, the Managing Director drives growth within the institutional division. Ultimately, Fowler secures competitive advantages for clients by navigating volatile market conditions with precision and strategic foresight.

Ramallo Henry, the Managing Director at Neuberger Berman, architects fixed income solutions tailored for diverse global portfolios. Henry manages the integration of credit analysis into broader investment mandates, ensuring consistent yield generation for individual and institutional investors. Overseeing regional fixed income teams, the Managing Director monitors interest rate fluctuations and macroeconomic shifts that impact bond market stability. This leadership role requires constant coordination with the research department to validate credit quality across various sectors. Ramallo Henry executes tactical adjustments to portfolio duration, which optimizes performance during periods of economic transition. By focusing on risk mitigation and capital preservation, the Managing Director strengthens the firm's fixed income offerings. Ultimately, Henry delivers reliable investment outcomes by applying disciplined analytical rigor to every fixed income strategy.

William Hunter, the Managing Director at Neuberger Berman, leads alternative investment initiatives focused on private market opportunities. Hunter oversees the sourcing and evaluation of alternative assets, ensuring these investments align with the firm's long-term growth objectives. By directing cross-functional teams, the Managing Director facilitates the deployment of capital into private equity and real estate ventures. This leadership role involves managing investor expectations and providing transparency regarding complex alternative product structures. William Hunter monitors global market developments to identify unique entry points for alternative capital. Through the application of proprietary valuation models, the Managing Director enhances the performance of alternative investment portfolios. Ultimately, Hunter drives the expansion of the firm's alternative footprint by maintaining a disciplined approach to risk and asset selection.