1. MAKE
Elon Musk’s Hard Childhood;
What Millennials Mean to
Family Businesses; Return of
a Rebel Restaurateur
GROW
Golf Icon Gary Player;
Emerging Markets’
Edutainment Boom;
Retirement at Any Age
LIVE
Why Families Fly Private;
6 Great Hotel Suites; Aged
Tequilas for Summer Sipping;
Watches for the Next Century
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3. 087
Richard P. Slaughter Associates Inc. 13809 Research Blvd., Suite 905, Austin, TX 78750 512.918.0000
W O R T H . C O M J U N E - J U LY 2 0 1 5W O R T H . C O M J U N E - J U LY 2 0 1 5
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ILLUSTRATIONBYKEVINSPROULS
Neuberger Berman Wealth Management 190 South LaSalle Street, 24th Floor, Chicago, IL 60603 312.325.2223Neuberger Berman Wealth Management 190 South LaSalle Street, 24th Floor, Chicago, IL 60603 312.325.2223Neuberger Berman Wealth Management 190 South LaSalle Street, 24th Floor, Chicago, IL 60603 312.325.2223
“As the environment for potential
outperformance becomes more
favorable, investors may rediscover
the benefits of active management.”
—Brian E. Hahn
How to reach The Hahn Team
Any member of our team may be reached at
312.325.2223. We look forward to hearing
from you.
Minimum Fee for Initial Meeting
None required
Minimum Net Worth Requirement
$5 million
Financial Services Experience
Hahn, 24 years; DeMonte, 20 years;
Yerk, 10 years
Primary Custodian for Managed Assets
J.P. Morgan
Compensation Method
Asset-based fees
Professional Services Provided
Investment advisory, wealth planning, trust and fiduciary services
Email bhahn@nb.com
christopher.demonte@nb.com
seth.yerk@nb.com
Website www.nb.com
Left to right: Seth A.
Yerk, Brian E. Hahn,
Christopher J. DeMonte
About Neuberger Berman Wealth Management, The Hahn Team
Wealth management is part of Neuberger Berman’s DNA. The Firm was founded to manage assets on behalf of
individuals, families and their charitable organizations. Now, 76 years later, as a global investment management
organization overseeing more than $250 billion across all asset classes, Neuberger Berman’s wealth management
business still remains a central focus. For nearly 20 years, the Hahn Team has been a leading advisory group within
Neuberger Berman’s wealth management business, creating customized investment solutions for individuals
and their families. Currently overseeing about $1.4 billion in private client assets, the Team accomplishes its
mission through the active management of investments, while incorporating a strong understanding of each
client’s tax, estate planning, insurance, philanthropic and banking and credit needs. This integrated approach
is a collaborative one, leveraging the expertise of lawyers, accountants and other professionals involved in the
client-planning process. Through a commitment to active listening and prioritizing what is most important to
clients and their families, The Hahn Team strives to make complex issues more manageable, while keeping
clients informed, actively engaged and financially secure over the long term.
NEUBERGERBERMANWEALTHMANAGEMENT
4. the evolution of financial intelligence
R E P R I N T E D F R O M
®
Neuberger Berman Wealth Management is featured in Worth®
2015 Leading Wealth Advisors™
, a special section in every edition of Worth®
magazine. All persons and firms appearing in this
section have completed questionnaires, have been vetted by an advisory group following submission by Worth®
, and thereafter paid the standard fees to Worth®
to be featured in this section.
The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently
reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®
, and Worth®
will not be
responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an
indicator of future performance. Worth®
, a Sandow Media publication, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or
particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth®
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See “About Us” for additional program details at http://www.worth.com/index.php/about-worth.
Brian E. Hahn
Managing Director
Christopher J. DeMonte, CFA®
Senior Vice President
Seth A. Yerk, CFA®
Vice President
Neuberger Berman Wealth Management
190 S LaSalle Street, 24th Floor
Chicago, IL 60603
Tel. 312.325.2223
bhahn@nb.com
christopher.demonte@nb.com
seth.yerk@nb.com
www.nb.com