Neuberger Berman strategist offers portfolio tax management tips

Name: Neuberger Berman strategist offers portfolio tax management tips
Uploaded: 2026-01-07T13:28:19Z
Description: Jacob Greene, head strategist at Neuberger Berman Custom Direct Investing, sits down with InvestmentNews anchor Gregg Greenberg to offer portfolio tax management solutions, as well as explain how clients can diversify concentrated stock positions.

Jacob Greene, head strategist at Neuberger Berman Custom Direct Investing, sits down with InvestmentNews anchor Gregg Greenberg to offer portfolio tax management solutions, as well as explain how clients can diversify concentrated stock positions.