Dan Sweeney - Morgan Stanley

Synergy Life Brokerage is a reputable company based in New York, NY, specializing in providing life insurance solutions to individuals and families. They offer a range of policies tailored to meet the unique needs and preferences of their clients. With a team of experienced professionals, Synergy Life Brokerage aims to simplify the process of securing life insurance coverage and ensure that their clients make informed decisions about their financial future. Their commitment to customer satisfaction and personalized service sets them apart in the industry. Generated from their business information

Neuberger Berman, through its subsidiaries, is an investment advisory company with more than $64 billion in assets under management. For more than 65 years, the firm has provided clients with a range of investment products, services and strategies for individuals, families, and taxable and nontaxable institutions. The company engages in wealth management services, such as private asset management, tax and financial planning, and personal and institutional trust services; mutual funds, institutional management and alternative investments; and professional securities services. The company is a Lehman Brothers company. Neuberger Berman has a location in New York.