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Neuberger Berman Genesis Fund Trust Class (NBGEX)

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74.03 +1.17    +1.61%
25/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Neuberger Berman
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.09B
Neuberger Berman Genesis Tr 74.03 +1.17 +1.61%

NBGEX Overview

 
On this page you'll find an in-depth profile of Neuberger Berman Genesis Fund Trust Class. Learn about the key management, total assets, investment strategy and contact information of NBGEX among other information.
Category

Small Growth

Total Assets

1.09B

Expenses

1.09%

Inception Date

34207

Contact Information

Address 1290 Avenue of the Americas
New York,NY 10104
United States
Phone 800-877-9700
Fax 212-476-9192

Top Executives

Name Title Since Until
Gregory G. Spiegel Co-Portfolio Manager 2015 Now
Biography Gregory G. Spiegel is a Managing Director of Neuberger Berman Investment Advisers LLC. Mr. Spiegel has been a member of the Small Cap Group since 2012. Mr. Spiegel joined the firm in 2012. Mr. Spiegel joined as an Associate Portfolio Manager in 2015 and became co-Portfolio Manager in August 2019. Prior to joining the firm, Mr. Spiegel was the Director of Research at another firm, covering global equities and overseeing that firm’s research analysts from 2010 to 2012.
Brett S. Reiner Co-Portfolio Manager 2005 Now
Biography Brett S. Reiner is Managing Directors of Neuberger Berman Management LLC and Neuberger Berman LLC., his employer since 2000. He has been members of the Small Cap Group since 2003.
Robert W. D'Alelio Managing Director 1997 Now
Biography Robert D'Alelio joined Neuberger Berman in 1996. He is a managing director and portfolio manager on the Small Cap Value Equity team. Previously, he spent fifteen years at Putnam Investments as an equity analyst and later, a senior vice president and portfolio manager. Bob began his investment career in 1979 as an analyst at the Bank of New England. He received a B.A. from the University of Massachusetts and an M.B.A. from Babson College.
Judith M. Vale Managing Director 1994 2023
Biography Judy Vale, CFA, Managing Director, joined the firm in 1992. Judy is a Portfolio Strategist on the Small Cap Team. Previously, she was a portfolio manager at Quest Advisory and a senior fund analyst at Merrill Lynch Asset Management. Judy began her investment career in 1980 as an institutional analyst at Ingalls & Snyder. She earned a BA from Yale University and has been awarded the Chartered Financial Analyst designation.
Michael L. Bowyer Vice President 2005 2016
Biography Bowyer is a vice president of Neuberger Berman Management Inc. and managing director of Neuberger Berman, LLC. Bowyer has been a member of the small cap group since 2001.
Kevin R. O' Brien Portfolio Manager 2001 2002
Biography Mr. O’Brien has been a portfolio manager at Prospector Partners, LLC since 2003 and has been a portfolio manager or securities analyst for more than twenty-five years. Mr. O’Brien is also an Executive Vice President of Prospector Funds, Inc. In addition, from April 2003 through August 2005, Mr. O’Brien served as a Managing Director of White Mountains Advisors, LLC. From April 1996 through April 2003, Mr. O’Brien was an employee of Neuberger Berman, where he began as an investment analyst (1996-1999), served as Vice President (1999-2001), and Managing Director (2001-2003). At the end of Mr. O’Brien’s tenure at Neuberger Berman, Mr. O’Brien’s responsibilities included the co-management of equity assets of institutional investors and mutual funds. At Neuberger Berman, Mr. O’Brien served as co-manager of the Neuberger Berman Genesis Fund. Mr. O’Brien was responsible for following stocks in the financial services, consumer, and technology sectors. From 1991 through 1996, Mr. O’Brien was an employee of Alex, Brown & Sons, where he was an analyst following the financial services industry. His coverage universe included property-casualty insurance, specialty finance, asset management, and diversified financial services. Mr. O’Brien received a B.S. magna cum laude from Central Connecticut State University in 1986. Additionally, Mr. O’Brien received a Chartered Financial Analyst designation in 1995.
Stephen E. Milman Partner, Senior Portfolio Manager 1988 1995
Biography Milman is a partner and senior portfolio manager with Neuberger & Berman Management, his employer since July 1983. He earned his Chartered Financial Analyst designation in 1969. Milman was born June 17, 1937.
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