NB Private Markets

NBPE’s Manager, NB Private Markets, seeks prudent diversification in its equity portfolio across geography, industry, enterprise value, sponsor and vintage.

Platform at a Glance
The private equity platform manages $90 billion of commitments.
30+ years’ experience managing private equity assets
$90 billion of commitments managed since inception
200+ private equity professionals across 11 offices globally
Awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) for ESG approach
20 years average experience among senior investment professionals
$10 billion invested per annum on average over last 3 years
Manager at a Glance
Conversation with Anthony D. Tutrone, Global Head of Alternatives
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Global Reach
The NB Alternatives team maintains portfolio management and client-relations offices in 11 locations worldwide.
NEUBERGER BERMAN
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 23 countries, Neuberger Berman’s team is more than 2,100 professionals. For five consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). Tenured, stable and long-term in focus, the firm has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. That commitment includes active consideration of environmental, social and governance factors.
Manager Expertise

The 13 members of the Investment Manager’s Investment Committee average 18 years with the firm. The sourcing and evaluation of the Company’s investments are conducted by the Investment Manager’s team of private equity professionals who specialise in direct equity investments, income investments and fund investments. The Investment Manager currently maintains offices in New York, London, Boston, Dallas, San Francisco, Hong Kong, Milan, Zurich, Bogotá, Tokyo and Luxembourg.

Access to Leading Private Equity Sponsors

Our Investment Manager has built strong industry relationships with leading private equity sponsors through its long track record of private equity investing. The Manager has developed a strong reputation in the private equity industry to execute co-investments and has become a preferred strategic partner to numerous private equity sponsors, allowing access to a broad flow of investment opportunities.

CONTACT US
For general questions contact the following:
IR_NBPE@nb.com
Senior Leadership Team
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James Bowden, Managing Director
James Bowden is a Managing Director of Neuberger Berman. He is a member of the Private Investment Portfolios Registered Funds and Real Estate Secondary Investment Committees. Previously, James was a Managing Director at Bank of America/Merrill Lynch, managing the group’s private equity fund of funds business since its inception in 1998. In that capacity he led the private placement capital raising activities, directed investment origination and had ongoing management and administration responsibilities for the Bank of America fund of funds business. James' career covers a variety of private equity, commercial banking and management consulting positions. Prior to joining Bank of America/Merrill Lynch, he served as the manager of the Chicago office of Corporate Credit Examination Services for Continental Bank, where he had responsibility for the independent oversight of the Private Equity Investing and Midwest Commercial Banking Division. Earlier in his career, he was a Managing Consultant in the Financial Advisory Services practice of Coopers & Lybrand, specializing in corporate turnarounds and previously focused on commercial lending and problem loan workouts during his time at Continental Bank, Citicorp and the American National Bank of Chicago. James received his MBA and BBA from the University of Michigan, and is a Certified Public Accountant.
Kent Chen, CFA, Managing Director
Kent Chen, CFA is a Managing Director of Neuberger Berman and leader of the firm’s private equity efforts in the Asia Pacific region. Kent joined Neuberger Berman in May 2015 from the Hong Kong Monetary Authority (HKMA) after 17 years of central banking career in various positions including Deputy Chief Representative of the HKMA’s New York Office and Advisor to the Executive Director for China at the International Monetary Fund in Washington D.C. From 2008, Kent helped to establish the HKMA’s private equity program, comprising of global buyout, Asia private equity and global energy investments. Before joining the HKMA in 1998, he was Head of China Research at Daiwa Securities in Hong Kong covering the Chinese stocks market with a focus on infrastructure, energy and power equipment stocks. Kent has been awarded the Chartered Financial Analyst designation and earned an MPA from Columbia University, MBA from University of Hull and BS in Economics from University of London.
Paul Daggett, Managing Director
Paul Daggett, CFA is a Managing Director of Neuberger Berman and a senior member of the Firm's Private Investment Portfolios group where he leads investments in private equity and venture capital funds and direct co-investments in venture capital, growth equity and buyout transactions. Paul sits on the Limited Partner Advisory Boards of a number of venture capital and private equity fund relationships and has Board of Directors and Observer seats for a number of direct venture and growth capital investments on behalf of Neuberger Berman Funds. Prior to joining Neuberger Berman in 2004, Paul worked in the European Equity Derivatives Group at JPMorgan Chase & Co. He holds an MBA from the Cox School of Business at Southern Methodist University and a BEng, with honors, in Aeronautical Engineering from the University of Bristol. Paul is a Fellow of the Institute of Chartered Accountants in England and Wales (FCA) and holds the Chartered Financial Analyst designation.
Maura Reilly Kennedy, Managing Director
Maura Reilly Kennedy is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. Ms. Kennedy focuses on designing and implementing both customized private equity solutions and registered private equity solutions for clients. Additionally, she leads the development, implementation and investment management of ESG and impact investing strategies within private equity. Prior to joining Neuberger Berman in 2008, she worked at Landmark Partners, focusing on secondary private equity transactions. Ms. Kennedy serves on limited partner advisory boards and is a member of Neuberger Berman’s ESG Advisory Committee. She is a member of the Board of Directors of the National Associate of Investment Companies, the largest network of diverse-owned private equity firms and hedge funds. Ms. Kennedy received an MBA from Harvard Business School and a BA in Economics from Hobart and William Smith Colleges.
David Morse
Global Co-Head of Private Equity Co-Investments
Managing Director
Joana Rocha Scaff
Head of Europe Private Equity
Managing Director
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Michael Kramer, Managing Director
Michael Kramer is a Managing Director of Neuberger Berman. He is a member of the Co-Investment, Credit Opportunities, Marquee Brands and Private Investment Portfolios investment committees, as well as a member of the Board of Directors for Marquee Brands. Michael is currently a board observer for By Light Professional IT Services, which is a portfolio company of our dedicated co-investment funds. Before joining Neuberger Berman in 2006, Michael was a vice president at The Cypress Group, a private equity firm with $3.5 billion under management. Prior thereto, he worked as an analyst at PaineWebber Inc. He holds an MBA from Harvard Business School and a BA, cum laude, from Harvard College.
David Morse, Global Co-Head of Private Equity Co-Investments, Managing Director
David Morse is a Managing Director of Neuberger Berman, and is the Global Co-Head of Private Equity Co-Investments. He is also a member of Co-Investment, Private Debt and Private Investment Portfolios Investment Committees. Mr. Morse is currently a Board Observer of Behavioral Health Group, C.H. Guenther, CSC, and ProAmpac, all of which are portfolio companies of our dedicated co-investment funds. Mr. Morse joined Lehman Brothers in 2003 as a Managing Director and principal in the Merchant Banking Group where he helped raise and invest Lehman Brothers Merchant Banking Partners III L.P. Prior to joining Lehman Brothers, Mr. Morse was a founding Partner of Hampshire Equity Partners (and its predecessor entities). Founded in 1993, Hampshire is a middle-market private equity and corporate restructuring firm with $825 million of committed capital over three private equity funds. Prior to Hampshire, Mr. Morse worked in GE Capital’s Corporate Finance Group providing one-stop financings to middle-market buyouts. Mr. Morse began his career in 1984 in Chemical Bank’s middle-market lending group. Mr. Morse holds an MBA from the Tuck School of Business at Dartmouth College and a BA in Economics from Hamilton College. Mr. Morse is a member of the M.B.A. Advisory Board of the Tuck School, a member of the Alumni Council of Hamilton College, and a member of the Board of Trustees of the Berkshire School.
Philipp Patschkowski, Managing Director
Philipp Patschkowski is a Managing Director of Neuberger Berman and a senior member of the Firm's Private Investment Portfolios group where he leads primary and secondary fund investments and direct co-investments. Prior to joining the firm, Mr. Patschkowski was at Coller Capital where he was responsible for originating and executing secondary and strategic primary fund investments and co-investments. Prior to that, Mr. Patschkowski worked in investment banking at UBS and at Sal. Oppenheim, covering the communications, media and technology sectors. Mr. Patschkowski received an MBA from INSEAD in France/Singapore, and a Diploma in Mathematics and Economics from the University of Ulm in Germany. Mr. Patschkowski is a member of the LP Council of Invest Europe, the European private equity association.
Joana Rocha Scaff, Head of Europe Private Equity, Managing Director
Joana Rocha Scaff is a Managing Director of Neuberger Berman, Head of Europe Private Equity and a member of the Co-Investment, Private Investment Portfolios and Secondary Investment Committees. Joana has over 20 years of experience in financial markets, the majority of which in private equity investing and prior to that in investment banking. Before joining Neuberger Berman in 2005, Joana worked in the investment banking division of Lehman Brothers, and prior to that at Citigroup Global Markets and Espirito Santo Investment. She advised on corporate transactions including M&A, financial restructurings and public equity and debt offerings in the United States, Europe and Brazil. Joana received her MBA from Columbia Business School and her BA in Business Management and Administration from the Universidade Catolica of Lisbon. Joana is the vice chair of the LP Committee of the BVCA – British Private Equity Association and a member of the Limited Partner Advisory Committee of multiple European private equity funds.
Jonathan Shofet
Global Head of Private Investment Portfolios
Managing Director
David Stonberg
Global Co-Head of Private Equity Co-Investments
Managing Director
Peter von Lehe
Head of Investment Solutions and Strategy
Managing Director
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Jonathan Shofet, Global Head of Private Investment Portfolios, Managing Director
Jonathan D. Shofet is the Global Head of the Firm’s Private Investment Portfolios group and is a Managing Director of Neuberger Berman. He is also a member of the Private Investment Portfolios/Co-Investment Investment Committee. Prior to joining Neuberger Berman in 2005, Mr. Shofet was a member of the Lehman Brothers Private Equity division, focusing on mid-through late-stage equity investments primarily in the technology, communications and media sectors. Prior to that, Mr. Shofet was a member of the Lehman Brothers Investment Banking division, where he focused on public and private financings, as well as strategic advisory in the real estate, technology and utility sectors. Mr. Shofet has been, or currently sits, on the Limited Partner Advisory Boards of a number of funds including those managed by Amulet Capital, Beacon Capital Partners, Castlelake, Cerberus Institutional Partners, Clearlake Capital, ComVest Investment Partners, DFW Capital, Oak Hill Capital Partners, Platinum Equity, Thomas H. Lee Partners and Vector Capital Partners. He has also been a Board Observer for several private companies. Mr. Shofet holds a B.A. from Binghamton University, where he graduated summa cum laude, Phi Beta Kappa.
David Stonberg, Global Co-Head of Private Equity Co-Investments, Managing Director
David Stonberg is a Managing Director of Neuberger Berman and is the Global Co-Head of Private Equity CoInvestments. He is also a member of the Co-Investment, Private Investment Portfolios, Renaissance, Secondary and Real Estate Secondary Investment Committees. Before joining Neuberger Berman in 2002, Mr. Stonberg held several positions within Lehman Brothers’ Investment Banking Division including providing traditional corporate and advisory services to clients as well as leading internal strategic and organizational initiatives for Lehman Brothers. Mr. Stonberg began his career in the Mergers and Acquisitions Group at Lazard Frères. Mr. Stonberg holds an MBA from the Stern School of New York University and a BSE. from the Wharton School of the University of Pennsylvania.
Elizabeth Traxler, Managing Director
Elizabeth Traxler is a Managing Director of Neuberger Berman and a senior member of the Firm’s Private Investment Portfolios group where she invests in private equity funds and directly co-invests equity into sponsor-owned portfolio companies. Prior to joining Neuberger Berman, Ms. Traxler was at Wachovia Capital Partners (now known as Pamlico Capital), where she focused on making growth equity and buyout investments across a broad range of industries. Ms. Traxler also worked at Wachovia Securities in the Leveraged Capital Group, which provided senior and mezzanine debt in “one-stop” financings for private equity-backed transactions. She is currently a Board Observer for several private companies and Advisory Board member for a number of private equity funds. Ms. Traxler received an MBA from the Kellogg School of Management at Northwestern University and a BA, cum laude, in Economics from Vanderbilt University.
Peter von Lehe, Head of Investment Solutions and Strategy, Managing Director
Peter von Lehe, JD, is the Head of Investment Solutions and Strategy and is a Managing Director of Neuberger Berman. He is also a member of the Athyrium, Co-Investment, Private Investment Portfolios, Marquee Brands and Renaissance Investment Committees, as well as a member of the NB Insurance-Linked Strategies Underwriting Committee and a Chairman of NB Reinsurance Ltd. Mr. von Lehe sits on the Limited Partner Advisory Boards of a number of investment relationships globally on behalf of Neuberger Berman funds. Previously, Mr. von Lehe was a Managing Director and Deputy Head of the Private Equity Fund of Funds unit of Swiss Reinsurance Company. At Swiss Re, Mr. von Lehe was responsible for investment analysis and product structuring and worked in both New York and Zurich. Before that, he was an attorney with the law firm of Willkie Farr & Gallagher LLP in New York focusing on corporate finance and private equity transactions. He began his career as a financial analyst for a utility company, where he was responsible for econometric modeling. Mr. von Lehe received a BS with Honors in Economics from the University of Iowa and a JD with High Distinction, from the University of Iowa College of Law. He is a member of the New York Bar.
Patricia Miller Zollar
Head of NorthBound Equity Partners
Managing Director
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Jacquelyn Wang, Managing Director
Jacquelyn Wang is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. She is also a member of the Private Investment Portfolios and Co-Investment Investment Committee. Jacquelyn joined Neuberger Berman in 2007, focusing on direct co-investments, primary fund investments and secondary investments. Prior to joining Neuberger Berman, she worked in Corporate Development at Verizon Communications focused on corporate M&A. Previously, Jacquelyn worked at Spectrum Equity Investors, where she was responsible for sourcing, executing and evaluating buyout and growth equity investments in media, technology and telecom. She began her career in the investment banking division of Lehman Brothers advising on corporate transactions in the communications and media industries. Jacquelyn received an MBA from The Wharton School of the University of Pennsylvania and a BA with honors from The Johns Hopkins University.
Patricia Miller Zollar, Head of NorthBound Equity Partners, Managing Director
Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. She is a member of the Co-Investment, Private Investment Portfolios, and NorthBound Investment Committees. Additionally, Ms. Zollar sits on the Limited Partner Advisory Boards of a number of funds including those managed by Arcadius Capital Partners, Argand Partners, Base10 Ventures, Clearlake Capital, GenNx360 Capital Partners, Linx Partners, Vista Equity Partners and The Vistria Group. Before the management buyout of Neuberger, Ms. Zollar co-headed and co-founded the Lehman Brothers Partnership Solutions Group, a Wall Street business focused on developing strategic opportunities with women- and minority-owned financial services firms. The innovation of the Partnership Solutions Group was chronicled in a case study for the Harvard Business School. Before rejoining Lehman Brothers in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs. Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her BS, with highest distinction, from North Carolina A&T State University, where she formerly served as Chairperson of the Board of Trustees and which conferred her an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council and Economic Club of NY. She also serves on the executive board of the National Association of Investment Companies and The Apollo Theater.
Private Investment Portfolios / Co-investment Team Key Facts
140+ private equity professionals work across investment, legal, business development and client solutions functions
Includes 35+ senior investment professionals
24 years of average experience of senior leadership team members
30+ years of average experience for 13-member investment committee
98% retention level of senior investment professionals over the past ten years
Senior leadership team has worked at the firm for 13 years on average
Investment Committee
The Private Investment Portfolios/Co-investment Investment Committee is comprised of 13 members, with an average of over 30 years of experience. The 13 members of the Investment Committee average 18 years with the firm.
Kent Chen, CFA
Head of Asia Private Equity
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John Buser
John Buser is the Executive Vice Chairman of NB Alternatives and a Managing Director of Neuberger Berman. He is also a member of the Private Investment Portfolios, Co-Investment, Northbound and Secondary Investment Committees. He is Head of Private Market Client Initiatives and previously Mr. Buser was Global Head of Private Investment Portfolios for 13 years. Before joining Neuberger Berman in 1999, Mr. Buser was a partner at the law firm of Akin, Gump, Strauss, Hauer & Feld, LLP, where he had extensive experience in the practice of domestic and international income taxation and complex partnership negotiation during his 17 year tenure. Mr. Buser was admitted to the State Bar of Texas in 1982 after receiving his JD from Harvard Law School. Prior to attending law school, Mr. Buser graduated summa cum laude with a BS in accounting from Kansas State University.
Kent Chen, CFA, Head of Asia Private Equity
Kent Chen, CFA is a Managing Director of Neuberger Berman and leader of the firm’s private equity efforts in the Asia Pacific region. Kent joined Neuberger Berman in May 2015 from the Hong Kong Monetary Authority (HKMA) after 17 years of central banking career in various positions including Deputy Chief Representative of the HKMA’s New York Office and Advisor to the Executive Director for China at the International Monetary Fund in Washington D.C. From 2008, Kent helped to establish the HKMA’s private equity program, comprising of global buyout, Asia private equity and global energy investments. Before joining the HKMA in 1998, he was Head of China Research at Daiwa Securities in Hong Kong covering the Chinese stocks market with a focus on infrastructure, energy and power equipment stocks. Kent has been awarded the Chartered Financial Analyst designation and earned an MPA from Columbia University, MBA from University of Hull and BS in Economics from University of London.
Michael Kramer
Michael Kramer is a Managing Director of Neuberger Berman. He is a member of the Co-Investment, Credit Opportunities, Marquee Brands and Private Investment Portfolios investment committees, as well as a member of the Board of Directors for Marquee Brands. Michael is currently a board observer for By Light Professional IT Services, which is a portfolio company of our dedicated co-investment funds. Before joining Neuberger Berman in 2006, Michael was a vice president at The Cypress Group, a private equity firm with $3.5 billion under management. Prior thereto, he worked as an analyst at PaineWebber Inc. He holds an MBA from Harvard Business School and a BA, cum laude, from Harvard College.
John Massey
John Massey is the Chairman of the Neuberger Berman Private Investment Portfolios Investment Committee. He is also a member of the Co-Investment Investment Committee. In 1996, Mr. Massey was elected as one of the original members of the board of directors of the PineBridge Fund Group. Mr. Massey is active as a private investor and corporate director. Previously, he was Chairman and CEO of Life Partners Group, Inc., a NYSE listed company. Over the last 35 years, Mr. Massey has also served in numerous executive leadership positions with other publicly held companies including Gulf Broadcast Corporation, Anderson Clayton & Co., and Gulf United Corporation. He began his career in 1966 with Republic National Bank of Dallas as an investment analyst. Mr. Massey currently serves on the boards of several financial institutions, including Central Texas Bankshare Holdings, and Hill Bancshares Holdings, Inc., among others. He is also the principal shareholder of Columbus State Bank in Columbus, Texas and Hill Bank and Trust Company in Weimar, Texas. Mr. Massey received the Most Distinguished Alumnus award from SMU’s Cox School of Business in 1993. In 2009, he and Mrs. Massey were jointly named Most Distinguished Alumnus by The University of Texas from the Dallas/Fort Worth area. He currently serves as Chairman of the Development Board for the University of Texas School of Law and is President-Elect of Texas Exes at The University of Texas. He is also active in oil and gas, agricultural and wildlife conservation activities in Colorado County and Matagorda County, Texas. Mr. Massey received a B.B.A. from Southern Methodist University and an M.B.A. from Cornell University. He also earned an L.L.B. from The University of Texas at Austin. He received his Chartered Financial Analyst designation and has been a member of the State Bar of Texas since 1966.
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Patricia Miller Zollar
Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. She is a member of the Co-Investment, Private Investment Portfolios, and NorthBound Investment Committees. Additionally, Ms. Zollar sits on the Limited Partner Advisory Boards of a number of funds including those managed by Arcadius Capital Partners, Argand Partners, Base10 Ventures, Clearlake Capital, GenNx360 Capital Partners, Linx Partners, Vista Equity Partners and The Vistria Group. Before the management buyout of Neuberger, Ms. Zollar co-headed and co-founded the Lehman Brothers Partnership Solutions Group, a Wall Street business focused on developing strategic opportunities with women- and minority-owned financial services firms. The innovation of the Partnership Solutions Group was chronicled in a case study for the Harvard Business School. Before rejoining Lehman Brothers in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs. Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her BS, with highest distinction, from North Carolina A&T State University, where she formerly served as Chairperson of the Board of Trustees and which conferred her an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council and Economic Club of NY. She also serves on the executive board of the National Association of Investment Companies and The Apollo Theater.
David Morse
David Morse is a Managing Director of Neuberger Berman, and is the Global Co-Head of Private Equity Co-Investments. He is also a member of Co-Investment, Private Debt and Private Investment Portfolios Investment Committees. Mr. Morse is currently a Board Observer of Behavioral Health Group, C.H. Guenther, CSC, and ProAmpac, all of which are portfolio companies of our dedicated co-investment funds. Mr. Morse joined Lehman Brothers in 2003 as a Managing Director and principal in the Merchant Banking Group where he helped raise and invest Lehman Brothers Merchant Banking Partners III L.P. Prior to joining Lehman Brothers, Mr. Morse was a founding Partner of Hampshire Equity Partners (and its predecessor entities). Founded in 1993, Hampshire is a middle-market private equity and corporate restructuring firm with $825 million of committed capital over three private equity funds. Prior to Hampshire, Mr. Morse worked in GE Capital’s Corporate Finance Group providing one-stop financings to middle-market buyouts. Mr. Morse began his career in 1984 in Chemical Bank’s middle-market lending group. Mr. Morse holds an MBA from the Tuck School of Business at Dartmouth College and a BA in Economics from Hamilton College. Mr. Morse is a member of the M.B.A. Advisory Board of the Tuck School, a member of the Alumni Council of Hamilton College, and a member of the Board of Trustees of the Berkshire School.
Joana Rocha Scaff
Joana Rocha Scaff is a Managing Director of Neuberger Berman, Head of Europe Private Equity and a member of the Co-Investment, Private Investment Portfolios and Secondary Investment Committees. Joana has over 20 years of experience in financial markets, the majority of which in private equity investing and prior to that in investment banking. Before joining Neuberger Berman in 2005, Joana worked in the investment banking division of Lehman Brothers, and prior to that at Citigroup Global Markets and Espirito Santo Investment. She advised on corporate transactions including M&A, financial restructurings and public equity and debt offerings in the United States, Europe and Brazil. Joana received her MBA from Columbia Business School and her BA in Business Management and Administration from the Universidade Catolica of Lisbon. Joana is the vice chair of the LP Committee of the BVCA – British Private Equity Association and a member of the Limited Partner Advisory Committee of multiple European private equity funds.
Jonathan Shofet
Jonathan D. Shofet is the Global Head of the Firm’s Private Investment Portfolios group and is a Managing Director of Neuberger Berman. He is also a member of the Private Investment Portfolios/Co-Investment Investment Committee. Prior to joining Neuberger Berman in 2005, Mr. Shofet was a member of the Lehman Brothers Private Equity division, focusing on mid-through late-stage equity investments primarily in the technology, communications and media sectors. Prior to that, Mr. Shofet was a member of the Lehman Brothers Investment Banking division, where he focused on public and private financings, as well as strategic advisory in the real estate, technology and utility sectors. Mr. Shofet has been, or currently sits, on the Limited Partner Advisory Boards of a number of funds including those managed by Amulet Capital, Beacon Capital Partners, Castlelake, Cerberus Institutional Partners, Clearlake Capital, ComVest Investment Partners, DFW Capital, Oak Hill Capital Partners, Platinum Equity, Thomas H. Lee Partners and Vector Capital Partners. He has also been a Board Observer for several private companies. Mr. Shofet holds a B.A. from Binghamton University, where he graduated summa cum laude, Phi Beta Kappa.
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Brien Smith
Brien Smith is a Managing Director of Neuberger Berman and the Chief Operating Officer of the Neuberger Berman Private Equity Division. He is a member of the investment committees for the Private Investment Portfolios, CoInvestment and Private Debt programs. Mr. Smith is a member of Neuberger Berman’s Operating Committee. Mr. Smith is also a member of the firm’s Investment Risk and Operational Risk Committees. Prior to joining Neuberger Berman in 2001, Mr. Smith worked in the middle market private equity firm Mason Best Company, L.P., and its affiliates. Mr. Smith began his career at Arthur Andersen & Co. Mr. Smith is a life member of the Red McCombs School of Business Advisory Council at the University of Texas at Austin. Mr. Smith also currently serves on the board of the Texas Exes Alumni Association and chairs its Investment Committee. He serves and has served on a number of other boards of directors. Mr. Smith received a Master’s in Professional Accounting and a B.B.A. from the University of Texas at Austin.
David Stonberg
David Stonberg is a Managing Director of Neuberger Berman and is the Global Co-Head of Private Equity CoInvestments. He is also a member of the Co-Investment, Private Investment Portfolios, Renaissance, Secondary and Real Estate Secondary Investment Committees. Before joining Neuberger Berman in 2002, Mr. Stonberg held several positions within Lehman Brothers’ Investment Banking Division including providing traditional corporate and advisory services to clients as well as leading internal strategic and organizational initiatives for Lehman Brothers. Mr. Stonberg began his career in the Mergers and Acquisitions Group at Lazard Frères. Mr. Stonberg holds an MBA from the Stern School of New York University and a BSE. from the Wharton School of the University of Pennsylvania.
Anthony Tutrone
Anthony Tutrone is the Global Head of NB Alternatives and a Managing Director of Neuberger Berman. He is a member of all Neuberger Berman Private Equity’s Investment Committees. Anthony is also a member of Neuberger Berman's Partnership, Operating, and Asset Allocation Committees. Prior to Neuberger Berman, from 1994 to 2001, Anthony was a Managing Director and founding member of The Cypress Group, a private equity firm focused on middle market buyouts that managed approximately $3.5 billion of commitments. Anthony began his career at Lehman Brothers in 1986, starting in Investment Banking and in 1987 becoming one of the original members of the firm’s Merchant Banking Group. This group managed a $1.2 billion private equity fund focused on middle market buyouts. He has been a member of the board of directors of several public and private companies and has sat on the advisory boards of several private equity funds. Anthony earned an MBA from Harvard Business School and a BA in Economics from Columbia University.
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Peter von Lehe
Peter von Lehe, JD, is the Head of Investment Solutions and Strategy and is a Managing Director of Neuberger Berman. He is also a member of the Athyrium, Co-Investment, Private Investment Portfolios, Marquee Brands and Renaissance Investment Committees, as well as a member of the NB Insurance-Linked Strategies Underwriting Committee and a Chairman of NB Reinsurance Ltd. Mr. von Lehe sits on the Limited Partner Advisory Boards of a number of investment relationships globally on behalf of Neuberger Berman funds. Previously, Mr. von Lehe was a Managing Director and Deputy Head of the Private Equity Fund of Funds unit of Swiss Reinsurance Company. At Swiss Re, Mr. von Lehe was responsible for investment analysis and product structuring and worked in both New York and Zurich. Before that, he was an attorney with the law firm of Willkie Farr & Gallagher LLP in New York focusing on corporate finance and private equity transactions. He began his career as a financial analyst for a utility company, where he was responsible for econometric modeling. Mr. von Lehe received a BS with Honors in Economics from the University of Iowa and a JD with High Distinction, from the University of Iowa College of Law. He is a member of the New York Bar.
Jacquelyn Wang
Jacquelyn Wang is a Managing Director of Neuberger Berman and a senior member of the private equity investment team. She is also a member of the Private Investment Portfolios and Co-Investment Investment Committee. Jacquelyn joined Neuberger Berman in 2007, focusing on direct co-investments, primary fund investments and secondary investments. Prior to joining Neuberger Berman, she worked in Corporate Development at Verizon Communications focused on corporate M&A. Previously, Jacquelyn worked at Spectrum Equity Investors, where she was responsible for sourcing, executing and evaluating buyout and growth equity investments in media, technology and telecom. She began her career in the investment banking division of Lehman Brothers advising on corporate transactions in the communications and media industries. Jacquelyn received an MBA from The Wharton School of the University of Pennsylvania and a BA with honors from The Johns Hopkins University.
CORPORATE GOVERNANCE
The Board of Directors is responsible for the overall strategic direction of NBPE. The Board has appointed Neuberger Berman Private Equity as the investment manager responsible for the day-to-day management and investment decisions.
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