Greg Hohmann Email & Phone Number

Award-winning and loyal consultative sales advisor and energetic leader with over 27 years of investment experience, predominantly within the Registered Investment Advisor (RIA), for 24 years, and Bank Trust channels. Consistent, trustworthy, top performer entrusted with consulting on strategic RIA channel initiatives and serving as a role model and player-coach to high-performing teams. Successful market leader with proven business growth in times of change, including through corporate mergers, new brand launches, and financial downturns. Data-driven team leader providing informed guidance regarding market strategies and sales processes in a dynamic, rapidly changing industry environment. Client-focused territory management expert and advocate representing largest investment platform across New England/Northeast region with established network of industry relationships and top revenue-producing clients.Greg was a Market Leader for the BlackRock RIA Channel in the New England Territory representing Mutual Funds, iShares ETF's, SMA's, 40 Act Alternative Investments, Private Equity, Private Credit, and Hedge Funds over a 23 year time period. Prior to joining BlackRock, Greg spent the first eight year's of his career at State Street Research and Putnam Investments.Greg earned his Bachelor Science Degree in Business Administration in 1994 and Master's degree in Accounting in 1996 from Salve Regina University. He also earned his CIMA designation through the Investment Management Consultants Association in conjunction with the Wharton School of the University of Pennsylvania. He hold Series 7, 6, 63, 31, and 65 licenses. Greg has been awarded the Investment Management Consultant of the Year at BlackRock in 2003, 2010, 2011, 2013, and 2015.Greg was awarded the 2022 BlackRock Client Leadership Award across U.S. Wealth Advisory.Greg was nominated to be part of BlackRock's 1st Peer Faculty Group in 2014. Greg joined Neuberger Berman in May of 2023. Core Competencies & Expertise: New England/Northeast Territory Management | Strategic Planning, Vision, and ExecutionManagement and Leadership | Talent Development | Data Analysis | Consultative SalesInvestment Marketing | Financial Markets Analysis | Portfolio ConstructionRegistered Investment Advisor Channel | Bank Trust Channel | WebEx and ZoomAdaptability | Professional Networking | Empathy | Active Listening

Listed skills include Financial Services, Investment Management, and Ria.

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  Salve Regina University