Presented By: LSA Opportunity Hub
Investing in Your Future: A Conversation with LSA Alum Holly Newman Kroft, Managing Director and Senior Wealth Advisor at Neuberger Berman
Are you ready to unlock the secrets of a successful career in wealth management and financial planning? Join us for this Alum Connection session, where we bring you insights from one of the most distinguished figures in the finance world: Holly Newman Kroft, Managing Director and Senior Wealth Advisor.
Holly Newman Kroft is not your ordinary finance expert; she's a trailblazer in the world of wealth management. With a career spanning nearly two decades, Holly has consistently demonstrated her prowess in the financial industry. Following her graduation from U-M, Holly’s exceptional journey began as an investment banking analyst at Oppenheimer & Company and took her through several boutique media and telecom advisory firms before she found her true calling. Holly's passion for finance has always been driven by a commitment to helping others achieve their financial goals. Her insights and expertise have also made her a sought-after commentator in the media and she is a regular contributor on CNBC, FOX Business's "Wall Street Week," and others. We hope you’ll join us to learn from a finance industry luminary.
About Holly: HOLLY NEWMAN KROFT, Managing Director, Senior Wealth Advisor, joined the firm in 2005. Holly works closely with ultra-high net worth families to help develop customized investment solutions and address estate, legacy, and philanthropic considerations. Holly also focuses on addressing the unique investment needs of endowments and foundations, from identifying cash flow needs to proper asset allocation and portfolio manager implementation. Outside of her professional pursuits, Holly remains dedicated to giving back to her community. She serves on the Board of the Jewish Communal Fund, and the Advisory Committee for the Hassenfeld Foundation.
You should attend this session if you are:
An undergraduate LSA student exploring careers in finance, business, and other related fields
Interested in opportunities and career paths in private wealth management
Thinking about how to connect your liberal arts and sciences degree to careers in business
What you’ll gain by attending:
Make a valuable connection with a successful LSA alum and network with fellow college students and finance enthusiasts.
Gain valuable insights into wealth management and financial planning
Discover potential career paths and opportunities across business and finance
RSVP now to be a part of the conversation. Snacks will be provided..
Holly Newman Kroft is not your ordinary finance expert; she's a trailblazer in the world of wealth management. With a career spanning nearly two decades, Holly has consistently demonstrated her prowess in the financial industry. Following her graduation from U-M, Holly’s exceptional journey began as an investment banking analyst at Oppenheimer & Company and took her through several boutique media and telecom advisory firms before she found her true calling. Holly's passion for finance has always been driven by a commitment to helping others achieve their financial goals. Her insights and expertise have also made her a sought-after commentator in the media and she is a regular contributor on CNBC, FOX Business's "Wall Street Week," and others. We hope you’ll join us to learn from a finance industry luminary.
About Holly: HOLLY NEWMAN KROFT, Managing Director, Senior Wealth Advisor, joined the firm in 2005. Holly works closely with ultra-high net worth families to help develop customized investment solutions and address estate, legacy, and philanthropic considerations. Holly also focuses on addressing the unique investment needs of endowments and foundations, from identifying cash flow needs to proper asset allocation and portfolio manager implementation. Outside of her professional pursuits, Holly remains dedicated to giving back to her community. She serves on the Board of the Jewish Communal Fund, and the Advisory Committee for the Hassenfeld Foundation.
You should attend this session if you are:
An undergraduate LSA student exploring careers in finance, business, and other related fields
Interested in opportunities and career paths in private wealth management
Thinking about how to connect your liberal arts and sciences degree to careers in business
What you’ll gain by attending:
Make a valuable connection with a successful LSA alum and network with fellow college students and finance enthusiasts.
Gain valuable insights into wealth management and financial planning
Discover potential career paths and opportunities across business and finance
RSVP now to be a part of the conversation. Snacks will be provided..
Related Links
Explore Similar Events
-
Loading Similar Events...
