Theresa Jacobs Lewis (Tess) is a Vice President and Fiduciary Officer at Neuberger Berman. Tess has broad experience of administering personal, business, retirement and Trust accounts. Tess works closely with her clients to ensure that their financial needs, goals and objectives are being met. In terms of Trust administration, Tess ensures trust distributions are made appropriately while keeping an eye on the tax and investment consequences. Tess continues to embrace the challenges that the ever-changing field of financial planning has to offer.
Tess earned her Bachelor’s degree in Business Administration from the Zicklin School of Business at Baruch College, The City University of New York. She also earned her ICB certification of Certified Trust and Financial Advisor (CTFA) and graduated from Cannon Financial Institute’s Trust School. Tess is currently working towards obtaining a Certified Financial Planner™ designation.
Tess enjoys volunteering on the worship team for her church and spending time with her family. Acting on her strong desire and recognizing the importance of giving back to the community, Tess also serves on the steering committee for the Neuberger Black Experience which develops various programming for its members as well as coordinates several volunteer events throughout the year.