Charlie Schwartz

Portfolio Manager-Equities at

Neuberger Berman Investment Advisers LLC

Finance

Consumer Services

Profile

Mr. Charlie W.
Schwartz is a Portfolio Manager at Neuberger Berman Investment Advisers LLC.
Previously, he was a Research Associate in Neuberger Berman’s Global Equity Research Department covering the energy, technology/media and materials sectors.
He has over 19 years of industry experience.
Prior to joining the firm, Mr. Schwartz was an Associate in the Portfolio Advisor Group of Lehman Brothers.
He earned a BA from the Goizueta Business School at Emory University.

Charlie Schwartz active positions

Companies	Position	Start
Neuberger Berman Investment Advisers LLC Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.	Portfolio Manager-Equities	01/01/2017

All active positions of Charlie Schwartz

Former positions of Charlie Schwartz

Companies	Position	End
Neuberger Berman BD LLC Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.	Analyst-Equity	-

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Training of Charlie Schwartz

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Linked companies

Private companies	3
Neuberger Berman BD LLC Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.	Finance
Neuberger Berman Investment Advisers LLC Neuberger Berman Investment Advisers LLC Investment ManagersFinance NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.	Finance
Goizueta Business School-Emory Goizueta Business School-Emory Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services