Neuberger Berman strategist offers portfolio tax management tips

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.  
  • Jan 07, 2026

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.  

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