NEPC Company
Industry: Company
DescriptionFounded: 1986 CFO: Matt Lombardi (Principal) CTO: Devan F. Dewey (Principal) Subsidiary: Nepc, Llc, Asset Management Arm
NEPC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NEPC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
NEPC Salaries. You can even request information on how much does NEPC pay if you want to. Learn about salaries, pros and cons of working for NEPC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
179 NEPC employees in database. Find out everything there's to know about NEPC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
NEPC Employees
Employee
Years
Job
Industry
Jennifer Star (Howland) Sullivan Jennifer Star (Howland) Sullivan's NEPC Experience August 1995 - November 1998
Job Product Line Specialist at Timberland
Industry Retail
Experience
Timberland August 2008 - Present
Photography by Jennifer Star Sullivan September 2007 - Present
Timberland August 2008 - Present
Epping Pack & Troop 136 January 2004 - Present
Homemade Gifts by Jennifer Star February 1996 - Present
Irving Oil October 2003 - August 2008
HomeGoods, Inc., TJX Corp November 1998 - August 2003
The Disney Store June 1998 - January 2000
NEPC August 1995 - November 1998
Hit or Miss, TJX September 1990 - August 1995
Skills
Photography, Graphic Design, Advertising, Retail, Customer Relations, Promotions, Merchandising, Illustrator, Apparel, Non-profit Volunteer, Crafter, Marketing, Brand Development, Sales, Management, Public Relations
Education
Massasoit Community College 1989 — 1990
Advertising Art & Design
Joseph P. Keefe Technical High 1985 — 1989
Diploma, Commerical Arts
Timberland August 2008 - Present
Photography by Jennifer Star Sullivan September 2007 - Present
Timberland August 2008 - Present
Epping Pack & Troop 136 January 2004 - Present
Homemade Gifts by Jennifer Star February 1996 - Present
Irving Oil October 2003 - August 2008
HomeGoods, Inc., TJX Corp November 1998 - August 2003
The Disney Store June 1998 - January 2000
NEPC August 1995 - November 1998
Hit or Miss, TJX September 1990 - August 1995
Skills
Photography, Graphic Design, Advertising, Retail, Customer Relations, Promotions, Merchandising, Illustrator, Apparel, Non-profit Volunteer, Crafter, Marketing, Brand Development, Sales, Management, Public Relations
Education
Massasoit Community College 1989 — 1990
Advertising Art & Design
Joseph P. Keefe Technical High 1985 — 1989
Diploma, Commerical Arts
Nicholas Petrucelli Nicholas Petrucelli's NEPC Experience January 2009 - July 2010
Job Asset Allocation Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management August 2010 - Present
NEPC January 2009 - July 2010
NEPC July 2008 - January 2009
Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Financial Modeling, Mutual Funds, Microsoft Excel, Commodity Markets, Foreign Exchange, Macroeconomics
Education
London Business School 2011 — 2013
Master in Finance
Bates College 2004 — 2008
Bachelor of Arts, Economics
Wellington Management August 2010 - Present
NEPC January 2009 - July 2010
NEPC July 2008 - January 2009
Skills
Portfolio Management, Asset Allocation, Investments, Capital Markets, Bloomberg, Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Financial Modeling, Mutual Funds, Microsoft Excel, Commodity Markets, Foreign Exchange, Macroeconomics
Education
London Business School 2011 — 2013
Master in Finance
Bates College 2004 — 2008
Bachelor of Arts, Economics
Joy Greenberg Joy Greenberg's NEPC Experience June 2011 - August 2011
Job Intermediary Analyst at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates April 2014 - Present
Cerulli Associates October 2012 - April 2014
University of Massachusetts Amherst January 2009 - December 2011
NEPC June 2011 - August 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
French, Microsoft Office, Research, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Editing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
sturgis charter school
sturgis charter school
Cerulli Associates April 2014 - Present
Cerulli Associates October 2012 - April 2014
University of Massachusetts Amherst January 2009 - December 2011
NEPC June 2011 - August 2011
Enterprise Rent-A-Car June 2010 - August 2010
Skills
French, Microsoft Office, Research, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Editing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
sturgis charter school
sturgis charter school
Jack McManmon Jack McManmon's NEPC Experience February 2005 - April 2011
Job Senior Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management December 2013 - Present
Windhaven Investment Management April 2011 - December 2013
NEPC February 2005 - April 2011
Merrill Lynch September 2002 - February 2005
Robertson Stephens Investment Bankers May 2000 - August 2002
Montgomery Securities January 1999 - May 2000
Skills
Asset Allocation, Institutional Sales, Institutional Relations, Asset Management, Consultant Relations, Marketing, Pension Funds, Liability Analysis, Liquidity Management, Risk Management, Institutional..., Investment Management, Alternative Investments
Education
Spring Hill College
Bachelor of Science (BS), Political Science and Government
Canterbury School
Buckingham, Browne, & Nichols
Mater Dei School, Bethesda, MD 1971 — 1979
Windhaven Investment Management December 2013 - Present
Windhaven Investment Management April 2011 - December 2013
NEPC February 2005 - April 2011
Merrill Lynch September 2002 - February 2005
Robertson Stephens Investment Bankers May 2000 - August 2002
Montgomery Securities January 1999 - May 2000
Skills
Asset Allocation, Institutional Sales, Institutional Relations, Asset Management, Consultant Relations, Marketing, Pension Funds, Liability Analysis, Liquidity Management, Risk Management, Institutional..., Investment Management, Alternative Investments
Education
Spring Hill College
Bachelor of Science (BS), Political Science and Government
Canterbury School
Buckingham, Browne, & Nichols
Mater Dei School, Bethesda, MD 1971 — 1979
Samantha Carabell Samantha Carabell's NEPC Experience April 1995 - September 2002
Job Financial Professional
Industry Financial Services
Experience
Belle Holdings, Inc. January 2006 - October 2012
NEPC April 1995 - September 2002
Skills
Financial Reporting, Project Finance, Capital Budgeting, Operating Budgets, Financial Modeling, Corporate Finance, Lease Negotiations, Strategic Planning, Financial Analysis, Restaurants, Multi-unit, Contract Negotiation, Team Building, Operations Management, Forecasting
Education
Ithaca College 1989 — 1993
BS, Finance, General
Belle Holdings, Inc. January 2006 - October 2012
NEPC April 1995 - September 2002
Skills
Financial Reporting, Project Finance, Capital Budgeting, Operating Budgets, Financial Modeling, Corporate Finance, Lease Negotiations, Strategic Planning, Financial Analysis, Restaurants, Multi-unit, Contract Negotiation, Team Building, Operations Management, Forecasting
Education
Ithaca College 1989 — 1993
BS, Finance, General
Kerina Spencer's NEPC Experience September 2011 - July 2012
Job Financial Analyst at AGM Financial Services
Industry Real Estate
Experience
AGM Financial Services May 2013 - Present
American University August 2012 - December 2013
Overseas Private Investment Corporation September 2012 - May 2013
NEPC September 2011 - July 2012
Inman Square Capital January 2011 - May 2011
MFS Investment Management June 2008 - December 2008
State Street Corporation July 2007 - December 2007
Skills
Bloomberg, Financial Accounting, Financial Modeling, Securities, Corporate Actions, Investments, Private Equity, Accounting, Valuation, Corporate Finance, Economics, Finance
Education
American University 2012 — 2013
Master of Science (M.S.)
Brandeis International Business School 2009 — 2011
Master of Arts
2009UNIVERSITY OF MASSACHUSETTS 2004 — 2009
Bachelor of Arts
AGM Financial Services May 2013 - Present
American University August 2012 - December 2013
Overseas Private Investment Corporation September 2012 - May 2013
NEPC September 2011 - July 2012
Inman Square Capital January 2011 - May 2011
MFS Investment Management June 2008 - December 2008
State Street Corporation July 2007 - December 2007
Skills
Bloomberg, Financial Accounting, Financial Modeling, Securities, Corporate Actions, Investments, Private Equity, Accounting, Valuation, Corporate Finance, Economics, Finance
Education
American University 2012 — 2013
Master of Science (M.S.)
Brandeis International Business School 2009 — 2011
Master of Arts
2009UNIVERSITY OF MASSACHUSETTS 2004 — 2009
Bachelor of Arts
Kristin Reynolds, CFA, CAIA Kristin Reynolds, CFA, CAIA's NEPC Experience October 2003 - Present
Job Partner, Endowments and Foundations Practice at NEPC, LLC
Industry Investment Management
Experience
NEPC October 2003 - Present
Smith Barney May 1999 - October 2003
Skills
Financial Markets, Investments, Dynamic Asset Allocation, Portfolio Construction, Governance, Due Diligence, Risk Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Simmons College 1996 — 1999
BA, Finance and Economics
NEPC October 2003 - Present
Smith Barney May 1999 - October 2003
Skills
Financial Markets, Investments, Dynamic Asset Allocation, Portfolio Construction, Governance, Due Diligence, Risk Management, Equities, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Simmons College 1996 — 1999
BA, Finance and Economics
Trevor Stapleton Trevor Stapleton's NEPC Experience May 2011 - August 2011
Job Analyst at Chicago Equity Partners
Industry Financial Services
Experience
Chicago Equity Partners October 2012 - Present
NEPC May 2011 - August 2011
Champion Lacrosse May 2009 - August 2010
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Chicago Equity Partners October 2012 - Present
NEPC May 2011 - August 2011
Champion Lacrosse May 2009 - August 2010
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
DR Richardson DR Richardson's NEPC Experience June 2005 - August 2006
Job Principal at Vision Ridge Partners, LLC
Industry Venture Capital & Private Equity
Experience
Vision Ridge Partners, LLC October 2014 - Present
Vision Ridge Partners, LLC October 2010 - October 2014
TribalVision July 2010 - October 2010
Bright Automotive May 2010 - October 2010
Global Energy Investors, LLC April 2010 - October 2010
Altman Vilandrie & Company September 2008 - March 2010
Altman Vilandrie & Company June 2007 - August 2007
NEPC June 2005 - August 2006
Skills
Project Finance, Strategy, Private Equity, Entrepreneurship, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Business Strategy, Management Consulting, Business Planning, Analysis, Finance, Cleantech, Quantitative Analytics
Education
Brown University 2004 — 2008
Political Science - International Relations
Phillips Exeter Academy 2000 — 2004
Vision Ridge Partners, LLC October 2014 - Present
Vision Ridge Partners, LLC October 2010 - October 2014
TribalVision July 2010 - October 2010
Bright Automotive May 2010 - October 2010
Global Energy Investors, LLC April 2010 - October 2010
Altman Vilandrie & Company September 2008 - March 2010
Altman Vilandrie & Company June 2007 - August 2007
NEPC June 2005 - August 2006
Skills
Project Finance, Strategy, Private Equity, Entrepreneurship, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Business Strategy, Management Consulting, Business Planning, Analysis, Finance, Cleantech, Quantitative Analytics
Education
Brown University 2004 — 2008
Political Science - International Relations
Phillips Exeter Academy 2000 — 2004
Rebecca Cummins, CFA Rebecca Cummins, CFA's NEPC Experience March 2009 - August 2011
Job Fixed Income Analyst at Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management June 2015 - Present
Thornburg Investment Management June 2014 - August 2014
Natixis Global Asset Management August 2011 - August 2013
NEPC March 2009 - August 2011
Skills
Investment Research, Equity Research Analysis, Fixed Income Analysis, Bloomberg, Microsoft Excel, Chartered Financial..., Forte, Capital Markets, Equity Research, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Capital Markets and Asset Management
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), English Literature
Thornburg Investment Management June 2015 - Present
Thornburg Investment Management June 2014 - August 2014
Natixis Global Asset Management August 2011 - August 2013
NEPC March 2009 - August 2011
Skills
Investment Research, Equity Research Analysis, Fixed Income Analysis, Bloomberg, Microsoft Excel, Chartered Financial..., Forte, Capital Markets, Equity Research, Fixed Income, Alternative Investments, Portfolio Management, Mutual Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Capital Markets and Asset Management
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), English Literature
Benjamin Simonds Benjamin Simonds's NEPC Experience 2002 - 2007
Job Client Portfolio Manager at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2015 - Present
Beachhead Capital Management, LLC November 2013 - June 2015
Gottex Fund Management March 2010 - November 2013
Fidelity Investments 2008 - 2010
NEPC 2002 - 2007
Cambridge Associates 2000 - 2002
Advent International 1998 - 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation
Education
University of New Hampshire 1992 — 1997
Bachelor of Arts (B.A.), American History (United States)
Boston University - School of Management
Certified Financial Planner Program, Financial Planning
Columbia Threadneedle Investments, US June 2015 - Present
Beachhead Capital Management, LLC November 2013 - June 2015
Gottex Fund Management March 2010 - November 2013
Fidelity Investments 2008 - 2010
NEPC 2002 - 2007
Cambridge Associates 2000 - 2002
Advent International 1998 - 2002
Skills
Asset Managment, Portfolio Management, Hedge Funds, Institutional..., Alternative Investments, Series 7, Equities, Mutual Funds, Investment Strategies, Investments, Asset Management, Investment Management, Risk Management, Private Equity, Asset Allocation
Education
University of New Hampshire 1992 — 1997
Bachelor of Arts (B.A.), American History (United States)
Boston University - School of Management
Certified Financial Planner Program, Financial Planning
Tom Routhier, CFA Tom Routhier, CFA's NEPC Experience January 2013 - June 2014
Job MBA Candidate, Class of 2016, Johnson at Cornell University
Industry Investment Management
Experience
Cornell University July 2014 - Present
Manning & Napier May 2015 - August 2015
NEPC January 2013 - June 2014
NEPC June 2011 - January 2013
Technology Business Research December 2010 - June 2011
Technology Business Research May 2010 - December 2010
Pax World Funds September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equity Research, Chartered Financial..., Investments, Investment Advisory, Market Research, Alternative Investments, Microsoft Excel, Morningstar, Factset, Visual Basic, Economic Research, Strategy
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration - Finance
Cornell University July 2014 - Present
Manning & Napier May 2015 - August 2015
NEPC January 2013 - June 2014
NEPC June 2011 - January 2013
Technology Business Research December 2010 - June 2011
Technology Business Research May 2010 - December 2010
Pax World Funds September 2009 - April 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equity Research, Chartered Financial..., Investments, Investment Advisory, Market Research, Alternative Investments, Microsoft Excel, Morningstar, Factset, Visual Basic, Economic Research, Strategy
Education
Cornell University 2014 — 2016
Master of Business Administration (MBA), Capital Markets and Asset Management
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
BS, Business Administration - Finance
Timothy M. McDonough's NEPC Experience April 2008 - April 2009
Job IT / Account Manager at CPS (Correctional Psychiatric Services)
Industry Investment Management
Experience
CPS (Correctional Psychiatric Services) January 2013 - Present
McDonough Build, llc April 2009 - January 2013
NEPC April 2008 - April 2009
Wellington Management Company, LLP July 2005 - March 2008
Putnam Investments September 1998 - July 2004
Skills
Portfolio Management, Retirement, Relationship Management, Investments, Fixed Income, Defined Benefit
Education
Suffolk University 1990 — 1995
BS, Socialogy & Law
CPS (Correctional Psychiatric Services) January 2013 - Present
McDonough Build, llc April 2009 - January 2013
NEPC April 2008 - April 2009
Wellington Management Company, LLP July 2005 - March 2008
Putnam Investments September 1998 - July 2004
Skills
Portfolio Management, Retirement, Relationship Management, Investments, Fixed Income, Defined Benefit
Education
Suffolk University 1990 — 1995
BS, Socialogy & Law
Jay Roney, CTP Jay Roney, CTP's NEPC Experience March 2001 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC March 2001 - Present
PerkinElmer 2000 - 2001
Ocean Spray Cranberries 1996 - 2000
Skills
Mutual Funds, Fixed Income, Investment Advisory, Asset Management, Investments, Equities, Private Equity, Portfolio Management, Pensions, Financial Modeling, Alternative Investments, Due Diligence, 401k, Hedge Funds, Asset Allocation, Financial Analysis, Investment Strategies, Fund Of Funds, Risk Management, Institutional..., Capital Markets, Investment Management, Entrepreneurship
Education
Northeastern University
Master of Business Administration (MBA)
University of Maine
Bachelor of Arts (B.A.), Political Science and Government
NEPC March 2001 - Present
PerkinElmer 2000 - 2001
Ocean Spray Cranberries 1996 - 2000
Skills
Mutual Funds, Fixed Income, Investment Advisory, Asset Management, Investments, Equities, Private Equity, Portfolio Management, Pensions, Financial Modeling, Alternative Investments, Due Diligence, 401k, Hedge Funds, Asset Allocation, Financial Analysis, Investment Strategies, Fund Of Funds, Risk Management, Institutional..., Capital Markets, Investment Management, Entrepreneurship
Education
Northeastern University
Master of Business Administration (MBA)
University of Maine
Bachelor of Arts (B.A.), Political Science and Government
Devan Dewey's NEPC Experience 2008 - Present
Job Chief Technology Officer
Industry Information Technology and Services
Experience
NEPC 2008 - Present
DFD Strategies 2006 - 2008
Transitional Data Services 2004 - 2006
Teradyne 1997 - 2003
Segue Software 1994 - 1997
Epsilon Data Management 1993 - 1994
Centerline Software 1990 - 1993
Adaptive Networks 1988 - 1989
Skills
Change Management, Team Building, Business Process..., Strategy, Performance Management, Organizational Design, Managerial Finance, Staff Development, Program Management, Strategic Planning, IT Strategy, Project Management, Cloud Computing, Vendor Management, Enterprise Software, IT Management, Cross-functional Team..., Start-ups, Integration, Product Management, Process Engineering, Management, Business Strategy, Business Development, Leadership, Governance, CRM, Consulting, Product Development, Project Portfolio...
Education
Northeastern University 2004 — 2005
MBA, 2005
Tufts 1983 — 1988
BA, French
NEPC 2008 - Present
DFD Strategies 2006 - 2008
Transitional Data Services 2004 - 2006
Teradyne 1997 - 2003
Segue Software 1994 - 1997
Epsilon Data Management 1993 - 1994
Centerline Software 1990 - 1993
Adaptive Networks 1988 - 1989
Skills
Change Management, Team Building, Business Process..., Strategy, Performance Management, Organizational Design, Managerial Finance, Staff Development, Program Management, Strategic Planning, IT Strategy, Project Management, Cloud Computing, Vendor Management, Enterprise Software, IT Management, Cross-functional Team..., Start-ups, Integration, Product Management, Process Engineering, Management, Business Strategy, Business Development, Leadership, Governance, CRM, Consulting, Product Development, Project Portfolio...
Education
Northeastern University 2004 — 2005
MBA, 2005
Tufts 1983 — 1988
BA, French
Derek Proctor Derek Proctor's NEPC Experience January 2013 - November 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates December 2014 - Present
NEPC January 2013 - November 2014
Landmark Partners June 2011 - December 2012
Skills
Private Equity, Microsoft Excel, Economics, Alternative Investments, Financial Analysis, Due Diligence, Microsoft Word, Burgiss Private I...
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
Trinity College in Rome 2011 — 2011
Bachelor of Science (BS), Economics
Simsbury High School 2004 — 2008
Cambridge Associates December 2014 - Present
NEPC January 2013 - November 2014
Landmark Partners June 2011 - December 2012
Skills
Private Equity, Microsoft Excel, Economics, Alternative Investments, Financial Analysis, Due Diligence, Microsoft Word, Burgiss Private I...
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
Trinity College in Rome 2011 — 2011
Bachelor of Science (BS), Economics
Simsbury High School 2004 — 2008
Claire Woolston's NEPC Experience June 2008 - September 2014
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
Wilshire Private Markets October 2014 - Present
NEPC June 2008 - September 2014
Williams College Investment Office July 2007 - June 2008
HighVista Strategies June 2006 - August 2006
Cambridge Associates September 2001 - June 2005
Skills
Asset Allocation, Investments, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Venture Capital, Due Diligence, Institutional..., Endowments, Private Equity, Asset Managment, Portfolio Management, Valuation, Real Estate
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Yale University 1997 — 2001
BA, English
Wilshire Private Markets October 2014 - Present
NEPC June 2008 - September 2014
Williams College Investment Office July 2007 - June 2008
HighVista Strategies June 2006 - August 2006
Cambridge Associates September 2001 - June 2005
Skills
Asset Allocation, Investments, Alternative Investments, Hedge Funds, Investment Strategies, Investment Management, Venture Capital, Due Diligence, Institutional..., Endowments, Private Equity, Asset Managment, Portfolio Management, Valuation, Real Estate
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Yale University 1997 — 2001
BA, English
Siddique Haq Siddique Haq's NEPC Experience January 2012 - February 2015
Job Research Consultant, Private Markets
Industry Venture Capital & Private Equity
Experience
NEPC, LLC March 2015 - Present
NEPC January 2012 - February 2015
NEPC January 2010 - January 2012
NEPC August 2008 - December 2009
Investments at Rensselaer Polytechnic Institute October 2006 - May 2008
Columbia Development Companies May 2007 - September 2007
Skills
Private Equity, Asset Management, Due Diligence, Alternative Investments, Hedge Funds, Equities, Investments, Fixed Income, Bloomberg, Emerging Markets, Venture Capital, Financial Modeling, Wealth Management, Capital Markets, Portfolio Management, Valuation, Mergers & Acquisitions, Fund Of Funds, Strategic Financial...
Education
Rensselaer Polytechnic Institute 2004 — 2008
B.S., Biology, Economics
NEPC, LLC March 2015 - Present
NEPC January 2012 - February 2015
NEPC January 2010 - January 2012
NEPC August 2008 - December 2009
Investments at Rensselaer Polytechnic Institute October 2006 - May 2008
Columbia Development Companies May 2007 - September 2007
Skills
Private Equity, Asset Management, Due Diligence, Alternative Investments, Hedge Funds, Equities, Investments, Fixed Income, Bloomberg, Emerging Markets, Venture Capital, Financial Modeling, Wealth Management, Capital Markets, Portfolio Management, Valuation, Mergers & Acquisitions, Fund Of Funds, Strategic Financial...
Education
Rensselaer Polytechnic Institute 2004 — 2008
B.S., Biology, Economics
Sarah Winrow's NEPC Experience March 2015 - Present
Job Senior HR Representative
Industry Investment Management
Experience
NEPC March 2015 - Present
NEPC January 2009 - February 2015
NEPC April 2006 - December 2008
NEPC September 2004 - April 2006
Palomar Medical Technologies, Inc. September 2003 - May 2004
Skills
Employee Benefits, Event Planning, Meeting Planning, Employee Recognition, ADP Payroll, Budget Estimating, Internal Communications, ADP HRB
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Marketing
NEPC March 2015 - Present
NEPC January 2009 - February 2015
NEPC April 2006 - December 2008
NEPC September 2004 - April 2006
Palomar Medical Technologies, Inc. September 2003 - May 2004
Skills
Employee Benefits, Event Planning, Meeting Planning, Employee Recognition, ADP Payroll, Budget Estimating, Internal Communications, ADP HRB
Education
Bentley University 2000 — 2004
Bachelor of Science (B.S.), Marketing
Yen Mydlowski Yen Mydlowski's NEPC Experience November 2007 - July 2015
Job Accountant
Industry Financial Services
Experience
NEPC November 2007 - July 2015
Wayfair November 2006 - November 2007
Forever 21 January 2002 - November 2006
Skills
Microsoft Excel, Investments, PowerPoint, Microsoft Office, Financial Analysis
Education
Old Dominion University 2001 — 2005
Bachelor of Science, Marketing
NEPC November 2007 - July 2015
Wayfair November 2006 - November 2007
Forever 21 January 2002 - November 2006
Skills
Microsoft Excel, Investments, PowerPoint, Microsoft Office, Financial Analysis
Education
Old Dominion University 2001 — 2005
Bachelor of Science, Marketing
Glenn Dever's NEPC Experience January 1991 - September 1994
Job President at Coho Partners, Ltd.
Industry Investment Management
Experience
Coho Partners, Ltd. January 2009 - Present
Turner Investment Partners February 1997 - December 2008
Delaware Investments September 1994 - January 1997
NEPC January 1991 - September 1994
Ameritech October 1984 - December 1990
Skills
Investments, Valuation, Mutual Funds, Portfolio Management, New Business Development
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
Miami University 1980 — 1984
Bachelor of Science, Finance
Coho Partners, Ltd. January 2009 - Present
Turner Investment Partners February 1997 - December 2008
Delaware Investments September 1994 - January 1997
NEPC January 1991 - September 1994
Ameritech October 1984 - December 1990
Skills
Investments, Valuation, Mutual Funds, Portfolio Management, New Business Development
Education
Quinlan School of Business, Loyola University Chicago 1987 — 1989
MBA, Finance
Miami University 1980 — 1984
Bachelor of Science, Finance
Amanda Karlsson, CFA Amanda Karlsson, CFA's NEPC Experience January 2013 - Present
Job Research Consultant at NEPC
Industry Investment Management
Experience
NEPC January 2013 - Present
Matrix Capital Management, LLC August 2012 - December 2012
Meritage Group LP October 2007 - June 2012
Cisco July 2007 - October 2007
Cornell University August 2004 - May 2007
Skills
Hedge Funds, Due Diligence, Excel, VBA, Access, Bloomberg, Holdings Based Analysis, Returns Based Analysis, Operational Due..., Equities, Fixed Income, Derivatives, Economics, Financial Analysis, Quantitative Analysis, Data Analysis, SAS, SPSS, Matlab, SalesLogix, PowerPoint, Word, Excel models, Valuation, Alternative Investments, Financial Modeling, Fund Of Funds, Microsoft Excel
Education
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Randolph School 1990 — 2003
NEPC January 2013 - Present
Matrix Capital Management, LLC August 2012 - December 2012
Meritage Group LP October 2007 - June 2012
Cisco July 2007 - October 2007
Cornell University August 2004 - May 2007
Skills
Hedge Funds, Due Diligence, Excel, VBA, Access, Bloomberg, Holdings Based Analysis, Returns Based Analysis, Operational Due..., Equities, Fixed Income, Derivatives, Economics, Financial Analysis, Quantitative Analysis, Data Analysis, SAS, SPSS, Matlab, SalesLogix, PowerPoint, Word, Excel models, Valuation, Alternative Investments, Financial Modeling, Fund Of Funds, Microsoft Excel
Education
Cornell University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Randolph School 1990 — 2003
Bridget Bearden Bridget Bearden's NEPC Experience August 2010 - April 2011
Job Director of Retirement Research at Strategic Insight
Industry Financial Services
Experience
Strategic Insight, an Asset International company March 2014 - Present
Strategic Insight, an Asset International company April 2011 - Present
NEPC August 2010 - April 2011
FRC (acquired by Strategic Insight in 2011) February 2007 - August 2010
State Street April 2005 - February 2007
Skills
Investments, Mutual Funds, Morningstar, Asset Managment, Business Strategy, Asset Allocation, Retirement, Market Research, Investment Management, Defined Contribution, Asset Management, Alternative Investments, Due Diligence, Analysis
Education
University of Massachusetts Boston 2014 — 2019
Doctor of Philosophy (Ph.D.)
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
University of Connecticut 2000 — 2004
BA
Braintree High School
Strategic Insight, an Asset International company March 2014 - Present
Strategic Insight, an Asset International company April 2011 - Present
NEPC August 2010 - April 2011
FRC (acquired by Strategic Insight in 2011) February 2007 - August 2010
State Street April 2005 - February 2007
Skills
Investments, Mutual Funds, Morningstar, Asset Managment, Business Strategy, Asset Allocation, Retirement, Market Research, Investment Management, Defined Contribution, Asset Management, Alternative Investments, Due Diligence, Analysis
Education
University of Massachusetts Boston 2014 — 2019
Doctor of Philosophy (Ph.D.)
Suffolk University - Sawyer School of Management 2005 — 2008
MBA
University of Connecticut 2000 — 2004
BA
Braintree High School
Hillary Clifford Hillary Clifford's NEPC Experience September 2007 - June 2009
Job Assistant Budget and Program ManagerClimate Change at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State August 2013 - Present
Fletcher School of Law and Diplomacy September 2011 - May 2013
US Treasury May 2012 - August 2012
Peace Corps July 2009 - June 2011
NEPC September 2007 - June 2009
Skills
Economics, International..., Grant Writing, International Relations, French, Capacity Building, Community Outreach, Policy Analysis, Research, Program Evaluation
Education
Smith College 2003 — 2007
AB, Economics
Tufts University
U.S. Department of State August 2013 - Present
Fletcher School of Law and Diplomacy September 2011 - May 2013
US Treasury May 2012 - August 2012
Peace Corps July 2009 - June 2011
NEPC September 2007 - June 2009
Skills
Economics, International..., Grant Writing, International Relations, French, Capacity Building, Community Outreach, Policy Analysis, Research, Program Evaluation
Education
Smith College 2003 — 2007
AB, Economics
Tufts University
Brandon Parrish, CFA Brandon Parrish, CFA's NEPC Experience October 2014 - Present
Job Senior Investment Analyst at NEPC
Industry Financial Services
Experience
NEPC October 2014 - Present
BNY Mellon July 2012 - October 2014
State Street December 2010 - July 2012
State Street November 2009 - December 2010
State Street June 2007 - November 2009
Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Finance
Roger Williams University 2004 — 2007
BS, Financial Services
NEPC October 2014 - Present
BNY Mellon July 2012 - October 2014
State Street December 2010 - July 2012
State Street November 2009 - December 2010
State Street June 2007 - November 2009
Skills
Analysis, Retirement, Fixed Income, Mortgage Marketing, Financial Services, Financial Analysis, Investments, Finance, Risk Management, College Education..., Financial Modeling, Equities, Financial Risk, Mutual Funds, Structured Products, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MS, Finance
Roger Williams University 2004 — 2007
BS, Financial Services
Heather Martone Heather Martone's NEPC Experience July 1993 - Present
Job Senior Marketing Manager at NEPC
Industry Investment Management
Experience
NEPC July 1993 - Present
Skills
Alternative Investments, Investments, Market Research
Education
Boston University - School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
University of Vermont 1989 — 1993
Bachelor's Degree
NEPC July 1993 - Present
Skills
Alternative Investments, Investments, Market Research
Education
Boston University - School of Management 1995 — 1998
Master of Business Administration (M.B.A.)
University of Vermont 1989 — 1993
Bachelor's Degree
Mark Lamberti, CFA Mark Lamberti, CFA's NEPC Experience July 2007 - September 2008
Job Portfolio Analyst, Global Asset Allocation at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - January 2014
Fidelity Investments March 2011 - June 2013
Prime Buchholz April 2010 - March 2011
NEPC July 2007 - September 2008
NEPC February 2006 - July 2007
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds
Education
Gordon Conwell Theological Seminary 2001 — 2004
Masters, Counseling
Boston University Questrom School of Business 1997 — 2001
Finance
Fidelity Investments January 2014 - Present
Fidelity Investments July 2013 - January 2014
Fidelity Investments March 2011 - June 2013
Prime Buchholz April 2010 - March 2011
NEPC July 2007 - September 2008
NEPC February 2006 - July 2007
Skills
Alternative Investments, Investments, Asset Allocation, Mutual Funds
Education
Gordon Conwell Theological Seminary 2001 — 2004
Masters, Counseling
Boston University Questrom School of Business 1997 — 2001
Finance
Yvan Bodart Yvan Bodart's NEPC Experience April 2013 - February 2014
Job Associate Portfolio Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust September 2015 - Present
NEPC, LLC February 2015 - September 2015
NEPC, LLC March 2014 - February 2015
NEPC April 2013 - February 2014
Ernst & Young April 2012 - December 2012
Auerbach Grayson May 2011 - August 2011
Signet Capital Management Limited May 2010 - August 2010
Skills
McGill University..., Microsoft Excel, Financial Statements, Hedge Funds, Research, Tax, Benchmarking, Performance Metrics, Performance Analysis, Performance Benchmarking, Private Equity, Private Equity Funding, Thomson One Analytics, Economics
Education
McGill University 2008 — 2012
Economics and History (Major) Anthropology (Minor)
Ecole Active Bilingue Jeannine 2004 — 2008
International Baccalaureate High School Diploma Certified Bilingual
U.S. Trust September 2015 - Present
NEPC, LLC February 2015 - September 2015
NEPC, LLC March 2014 - February 2015
NEPC April 2013 - February 2014
Ernst & Young April 2012 - December 2012
Auerbach Grayson May 2011 - August 2011
Signet Capital Management Limited May 2010 - August 2010
Skills
McGill University..., Microsoft Excel, Financial Statements, Hedge Funds, Research, Tax, Benchmarking, Performance Metrics, Performance Analysis, Performance Benchmarking, Private Equity, Private Equity Funding, Thomson One Analytics, Economics
Education
McGill University 2008 — 2012
Economics and History (Major) Anthropology (Minor)
Ecole Active Bilingue Jeannine 2004 — 2008
International Baccalaureate High School Diploma Certified Bilingual
Craig Svendsen Craig Svendsen's NEPC Experience October 2004 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC October 2004 - Present
State Street March 2000 - October 2004
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Fund Of Funds, Asset Management, Venture Capital, Due Diligence, Asset Allocation, Equities, Investment Strategies, Portfolio Management
Education
Bucknell University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Northeastern University 1998 — 1999
Master of Science (M.S.), Finance, General
NEPC October 2004 - Present
State Street March 2000 - October 2004
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Fund Of Funds, Asset Management, Venture Capital, Due Diligence, Asset Allocation, Equities, Investment Strategies, Portfolio Management
Education
Bucknell University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Northeastern University 1998 — 1999
Master of Science (M.S.), Finance, General
Brittany Frank Brittany Frank's NEPC Experience January 2011 - June 2011
Job Analyst at Brooke Private Equity Associates
Industry Financial Services
Experience
Brooke Private Equity Associates October 2014 - Present
Frank Brothers Construction Services January 2004 - Present
Northeastern University, D’Amore-McKim School of Business/CBA Co-op September 2013 - April 2014
Brooke Private Equity Associates January 2013 - June 2013
Northeastern University Housing & Residential Life August 2012 - December 2012
Fiduciary Investment Advisors, LLC January 2012 - June 2012
Northeastern University Scheduling & Event Planning September 2009 - December 2011
NEPC January 2011 - June 2011
Lyons Solutions, LLC October 2007 - November 2008
Skills
Microsoft Word, Team Leadership, Teamwork, PowerPoint, Team Building, Team-oriented, Project Delivery
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Management
Granby Memorial High School 2005 — 2009
Brooke Private Equity Associates October 2014 - Present
Frank Brothers Construction Services January 2004 - Present
Northeastern University, D’Amore-McKim School of Business/CBA Co-op September 2013 - April 2014
Brooke Private Equity Associates January 2013 - June 2013
Northeastern University Housing & Residential Life August 2012 - December 2012
Fiduciary Investment Advisors, LLC January 2012 - June 2012
Northeastern University Scheduling & Event Planning September 2009 - December 2011
NEPC January 2011 - June 2011
Lyons Solutions, LLC October 2007 - November 2008
Skills
Microsoft Word, Team Leadership, Teamwork, PowerPoint, Team Building, Team-oriented, Project Delivery
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Management
Granby Memorial High School 2005 — 2009
Joseph Breitfelder Joseph Breitfelder's NEPC Experience July 1991 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC July 1991 - Present
EG&G, Inc. 1983 - 1991
EY 1978 - 1983
Skills
Asset Management, Financial Modeling, Equities, Valuation, Venture Capital, Asset Allocation, Mutual Funds, Financial Analysis, Investment Management
Education
Suffolk University 1986 — 1988
Master of Business Administration (M.B.A.)
Univesity of Toledo 1975 — 1978
Bachelor of Business Administration (BBA), Accounting
NEPC July 1991 - Present
EG&G, Inc. 1983 - 1991
EY 1978 - 1983
Skills
Asset Management, Financial Modeling, Equities, Valuation, Venture Capital, Asset Allocation, Mutual Funds, Financial Analysis, Investment Management
Education
Suffolk University 1986 — 1988
Master of Business Administration (M.B.A.)
Univesity of Toledo 1975 — 1978
Bachelor of Business Administration (BBA), Accounting
Elona Knox Elona Knox's NEPC Experience July 2007 - Present
Job Consultant Support Analyst at NEPC
Industry Investment Management
Experience
NEPC July 2007 - Present
Cirigliano & Associates, LLC May 2006 - March 2007
Winter Hill Bank August 2001 - July 2005
Skills
Alternative Investments, Asset Allocation, Equities, Financial Reporting, Investment Management, Relationship Management, Microsoft Word
Education
Regis University 2009 — 2011
Master of Business Administration with Honors, Finance and Accounting
University of Massachusetts Boston 2001 — 2006
Bachelor of Arts, Criminal Justice
NEPC July 2007 - Present
Cirigliano & Associates, LLC May 2006 - March 2007
Winter Hill Bank August 2001 - July 2005
Skills
Alternative Investments, Asset Allocation, Equities, Financial Reporting, Investment Management, Relationship Management, Microsoft Word
Education
Regis University 2009 — 2011
Master of Business Administration with Honors, Finance and Accounting
University of Massachusetts Boston 2001 — 2006
Bachelor of Arts, Criminal Justice
Keon Reed Keon Reed's NEPC Experience January 2010 - July 2010
Job Associate at Tennenbaum Capital Partners, LLC
Industry Financial Services
Experience
Tennenbaum Capital Partners, LLC June 2014 - Present
Hercules Technology Growth Capital January 2011 - May 2014
Northeastern University Venture Fund (IDEA) September 2011 - July 2012
NEPC January 2010 - July 2010
Putnam Investments January 2009 - December 2009
Skills
Financial Modeling, Venture Capital..., Venture Capital, Private Equity, Analysis, Venture Debt, Analytics, Valuation, Microsoft Excel
Education
London School of Economics and Political Science 2010 — 2010
BS
Northeastern University
BS
Tennenbaum Capital Partners, LLC June 2014 - Present
Hercules Technology Growth Capital January 2011 - May 2014
Northeastern University Venture Fund (IDEA) September 2011 - July 2012
NEPC January 2010 - July 2010
Putnam Investments January 2009 - December 2009
Skills
Financial Modeling, Venture Capital..., Venture Capital, Private Equity, Analysis, Venture Debt, Analytics, Valuation, Microsoft Excel
Education
London School of Economics and Political Science 2010 — 2010
BS
Northeastern University
BS
Rhett Humphreys, CFA's NEPC Experience July 1997 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC July 1997 - Present
Education
Louisiana State University 1993 — 1996
MPA / MSF, Finance & Budgeting
Louisiana State University 1992 — 1993
BA, Sociology
NEPC July 1997 - Present
Education
Louisiana State University 1993 — 1996
MPA / MSF, Finance & Budgeting
Louisiana State University 1992 — 1993
BA, Sociology
Marina Sigal, JD, IACCP Marina Sigal, JD, IACCP's NEPC Experience March 2007 - August 2011
Job Director of Compliance, Asset Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
LMCG Investments, LLC August 2011 - January 2015
NEPC March 2007 - August 2011
Law Office of Tyler H. Fox December 2010 - February 2011
Massachusetts Appeals Court March 2010 - August 2010
State Street June 2006 - March 2007
Russell Reynolds Associates September 2005 - June 2006
Cumsky & Levin LLP February 2005 - August 2005
Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research
Education
New England School of Law 2007 — 2011
JD, Law
Boston University Questrom School of Business 2002 — 2006
BBA, Marketing and Business Law
Fidelity Investments January 2015 - Present
LMCG Investments, LLC August 2011 - January 2015
NEPC March 2007 - August 2011
Law Office of Tyler H. Fox December 2010 - February 2011
Massachusetts Appeals Court March 2010 - August 2010
State Street June 2006 - March 2007
Russell Reynolds Associates September 2005 - June 2006
Cumsky & Levin LLP February 2005 - August 2005
Skills
Hedge Funds, Investment Advisor..., Alternative Investments, Securities, Equities, Asset Managment, Asset Management, Due Diligence, Private Equity, Investment Management, Bloomberg, Financial Services, Investment Advisory, Investments, Legal Research
Education
New England School of Law 2007 — 2011
JD, Law
Boston University Questrom School of Business 2002 — 2006
BBA, Marketing and Business Law
KC Connors KC Connors's NEPC Experience April 2010 - Present
Job NEPC, Philanthropic Practice Director
Industry Investment Management
Experience
NEPC April 2010 - Present
Jeremiah Program 2011 - 2015
The Courage Center September 2007 - September 2013
The Convent of the Visitation School August 2004 - August 2010
Jeffrey Slocum & Associates November 1995 - April 2010
Jeffrey Slocum & Associates 1995 - April 2010
Watson Wyatt 1993 - 1995
Ennis Knupp & Associates 1990 - 1993
Comerica 1988 - 1990
Skills
Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Modeling, Investment Management
Education
The University of Chicago 1998 — 2000
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
NEPC April 2010 - Present
Jeremiah Program 2011 - 2015
The Courage Center September 2007 - September 2013
The Convent of the Visitation School August 2004 - August 2010
Jeffrey Slocum & Associates November 1995 - April 2010
Jeffrey Slocum & Associates 1995 - April 2010
Watson Wyatt 1993 - 1995
Ennis Knupp & Associates 1990 - 1993
Comerica 1988 - 1990
Skills
Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Modeling, Investment Management
Education
The University of Chicago 1998 — 2000
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
Bradley Rowbotham Bradley Rowbotham's NEPC Experience October 2013 - February 2015
Job Private Markets Research Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC February 2015 - Present
NEPC October 2013 - February 2015
University of Massachusetts Amherst September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Pi Kappa Alpha Theta Mu Chapter May 2011 - May 2012
Calare Properties, Inc. June 2011 - August 2011
YMCA June 2007 - May 2011
Skills
Management, Finance, Portfolio Management, Recruiting, Financial Services, Competitive Analysis, Wealth Management, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Social Media, Leadership, Natural Horsemanship, Investments, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Westfield High School 2005 — 2009
NEPC, LLC February 2015 - Present
NEPC October 2013 - February 2015
University of Massachusetts Amherst September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Pi Kappa Alpha Theta Mu Chapter May 2011 - May 2012
Calare Properties, Inc. June 2011 - August 2011
YMCA June 2007 - May 2011
Skills
Management, Finance, Portfolio Management, Recruiting, Financial Services, Competitive Analysis, Wealth Management, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Social Media, Leadership, Natural Horsemanship, Investments, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Westfield High School 2005 — 2009
Nathaniel McNamee Nathaniel McNamee's NEPC Experience August 2010 - November 2014
Job at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management November 2014 - Present
NEPC August 2010 - November 2014
Gabelli School of Business December 2009 - May 2010
GTECH October 2009 - May 2010
Roger Williams University August 2009 - May 2010
Putnam Investments June 2008 - August 2008
Skills
Research, Alternative Investments, Financial Modeling, Bloomberg, Excel, Investments, Word, PowerPoint, Hedge Funds, Equities, Portfolio Management
Education
Roger Williams University 2006 — 2010
BS, Financial Services
University of Virginia 2009 — 2009
Brookfield Asset Management November 2014 - Present
NEPC August 2010 - November 2014
Gabelli School of Business December 2009 - May 2010
GTECH October 2009 - May 2010
Roger Williams University August 2009 - May 2010
Putnam Investments June 2008 - August 2008
Skills
Research, Alternative Investments, Financial Modeling, Bloomberg, Excel, Investments, Word, PowerPoint, Hedge Funds, Equities, Portfolio Management
Education
Roger Williams University 2006 — 2010
BS, Financial Services
University of Virginia 2009 — 2009
Nicholas Dutter Nicholas Dutter's NEPC Experience January 2010 - November 2010
Job Global Relationships at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management July 2015 - Present
Citi July 2014 - June 2015
Citi January 2013 - July 2014
Red Sox Foundation and Massachusetts General Hospital Home Base Program February 2011 - January 2013
NEPC January 2010 - November 2010
NEPC July 2008 - January 2010
Merrill Lynch May 2007 - May 2008
US Army July 2000 - January 2005
Skills
Hedge Funds, Long/Short Equity, Mutual Funds, Portfolio Management, Due Diligence, Bloomberg, Investments, Financial Analysis, Risk Management, Asset Managment, Equities, Financial Modeling, Public Speaking, Institutional Sales, Community Outreach, Alternative Investments, Asset Management, Analysis, Valuation, Strategy, Asset Allocation, Relationship Management, Leadership, Management, Finance, Banking, Business Development, Trading, Program Management, Analytics, Financial Services, Securities, Strategic Planning, Series 7, Fixed Income
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Worcester State University 2005 — 2007
BS, Economics
Natixis Global Asset Management July 2015 - Present
Citi July 2014 - June 2015
Citi January 2013 - July 2014
Red Sox Foundation and Massachusetts General Hospital Home Base Program February 2011 - January 2013
NEPC January 2010 - November 2010
NEPC July 2008 - January 2010
Merrill Lynch May 2007 - May 2008
US Army July 2000 - January 2005
Skills
Hedge Funds, Long/Short Equity, Mutual Funds, Portfolio Management, Due Diligence, Bloomberg, Investments, Financial Analysis, Risk Management, Asset Managment, Equities, Financial Modeling, Public Speaking, Institutional Sales, Community Outreach, Alternative Investments, Asset Management, Analysis, Valuation, Strategy, Asset Allocation, Relationship Management, Leadership, Management, Finance, Banking, Business Development, Trading, Program Management, Analytics, Financial Services, Securities, Strategic Planning, Series 7, Fixed Income
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Worcester State University 2005 — 2007
BS, Economics
Evan Rossman Evan Rossman's NEPC Experience September 2007 - July 2012
Job The Jimi Hendrix of Excel
Industry Financial Services
Experience
JobGenius.net September 2013 - March 2014
Palm Tree Capital June 2013 - September 2013
Shamrock Capital Advisors April 2013 - June 2013
NEPC September 2007 - July 2012
State Street July 2006 - July 2007
Student Committee on Popular Entertainment May 2004 - May 2005
Skills
Alternative Investments, CAIA, Manager Selection, Institutional Portfolio..., Private Equity, Secondaries, Financial Modeling, Due Diligence, Portfolio Management, Investment Management, Emerging Markets, Equity Valuation, Economics, Valuation, Hedge Funds, Mutual Funds, Equity Research, Securities, Equities, Venture Capital, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Asset Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Arts (B.A.), Economics
JobGenius.net September 2013 - March 2014
Palm Tree Capital June 2013 - September 2013
Shamrock Capital Advisors April 2013 - June 2013
NEPC September 2007 - July 2012
State Street July 2006 - July 2007
Student Committee on Popular Entertainment May 2004 - May 2005
Skills
Alternative Investments, CAIA, Manager Selection, Institutional Portfolio..., Private Equity, Secondaries, Financial Modeling, Due Diligence, Portfolio Management, Investment Management, Emerging Markets, Equity Valuation, Economics, Valuation, Hedge Funds, Mutual Funds, Equity Research, Securities, Equities, Venture Capital, Investments, Fixed Income, Financial Analysis, Bloomberg, Corporate Finance, Asset Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Arts (B.A.), Economics
Daniel Runnals, CFA, CAIA Daniel Runnals, CFA, CAIA's NEPC Experience July 2013 - Present
Job Analyst
Industry Financial Services
Experience
NEPC July 2013 - Present
NEPC December 2012 - June 2013
NEPC September 2011 - November 2012
Northwestern Mutual August 2010 - September 2011
Skills
Investments, Bloomberg, Mutual Funds, Alternative Investments, Equities, Financial Analysis, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Securities, Economics, Investment Strategies
Education
Kenyon College 2006 — 2010
B.A., Economics
Charles University in Prague 2009 — 2009
St. John's Prep 2002 — 2006
NEPC July 2013 - Present
NEPC December 2012 - June 2013
NEPC September 2011 - November 2012
Northwestern Mutual August 2010 - September 2011
Skills
Investments, Bloomberg, Mutual Funds, Alternative Investments, Equities, Financial Analysis, Asset Management, Asset Allocation, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Securities, Economics, Investment Strategies
Education
Kenyon College 2006 — 2010
B.A., Economics
Charles University in Prague 2009 — 2009
St. John's Prep 2002 — 2006
Cheryl Han's NEPC Experience January 2013 - March 2013
Job Business Analyst at Regal Beloit Corporation
Industry Electrical/Electronic Manufacturing
Experience
Regal Beloit Corporation July 2013 - Present
NEPC January 2013 - March 2013
Barclays September 2012 - November 2012
Global Infrastructure Asset Management, LLC October 2011 - June 2012
Beloit College, Department of Economics and Management September 2011 - December 2011
KPMG China July 2011 - August 2011
ARTIO GLOBAL May 2011 - July 2011
Belmark Associates October 2010 - May 2011
Skills
Financial Analysis, Market Research, Bloomberg, Industry Analysis, Economics, Valuation, Fixed Income, SAS, Equity Research, Financial Modeling, Equities, Microsoft Excel, Portfolio Management, Research, Data Analysis, Equity Valuation, Investments, Asset Managment, Qualitative Research, Statistics, DCF Valuation, Corporate Finance, Financial Accounting, Option Pricing Models, Derivatives, Analysis, Due Diligence
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, GPA 4.6/5.0, GMAT 770/800
Beloit College 2009 — 2011
Bachelor of Arts, Economics, Mathematics, GPA 3.81/4.0
Regal Beloit Corporation July 2013 - Present
NEPC January 2013 - March 2013
Barclays September 2012 - November 2012
Global Infrastructure Asset Management, LLC October 2011 - June 2012
Beloit College, Department of Economics and Management September 2011 - December 2011
KPMG China July 2011 - August 2011
ARTIO GLOBAL May 2011 - July 2011
Belmark Associates October 2010 - May 2011
Skills
Financial Analysis, Market Research, Bloomberg, Industry Analysis, Economics, Valuation, Fixed Income, SAS, Equity Research, Financial Modeling, Equities, Microsoft Excel, Portfolio Management, Research, Data Analysis, Equity Valuation, Investments, Asset Managment, Qualitative Research, Statistics, DCF Valuation, Corporate Finance, Financial Accounting, Option Pricing Models, Derivatives, Analysis, Due Diligence
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, GPA 4.6/5.0, GMAT 770/800
Beloit College 2009 — 2011
Bachelor of Arts, Economics, Mathematics, GPA 3.81/4.0
Elena Gaudiano's NEPC Experience June 2011 - January 2012
Job Investor Relations Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2014 - Present
Citi February 2013 - August 2013
NEPC June 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, PerTrac, Microsoft CRM, Outlook, Teamwork, Financial Analysis, Customer Relations, Microsoft Office, Customer Service
Education
Northeastern University 2009 — 2013
International Business, Finance, General
Northeastern University 2009 — 2013
Bachelor of Science (B.Sc.), International Business
JPMorgan Chase & Co. January 2014 - Present
Citi February 2013 - August 2013
NEPC June 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, PerTrac, Microsoft CRM, Outlook, Teamwork, Financial Analysis, Customer Relations, Microsoft Office, Customer Service
Education
Northeastern University 2009 — 2013
International Business, Finance, General
Northeastern University 2009 — 2013
Bachelor of Science (B.Sc.), International Business
Brett Wilkinson Brett Wilkinson's NEPC Experience July 2010 - January 2011
Job
Industry Financial Services
Experience
Greenberg Traurig, LLP January 2014 - August 2015
Prudential Gallo, Realtors August 2012 - May 2014
City Express July 2013 - October 2013
Northeastern University August 2007 - May 2011
NEPC July 2010 - January 2011
The Boston Consulting Group July 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) July 2008 - June 2009
Education
Northeastern University 2006 — 2011
BSBA, Finance
St. Andrew's School 2003 — 2006
Greenberg Traurig, LLP January 2014 - August 2015
Prudential Gallo, Realtors August 2012 - May 2014
City Express July 2013 - October 2013
Northeastern University August 2007 - May 2011
NEPC July 2010 - January 2011
The Boston Consulting Group July 2009 - January 2010
John Hancock Life Insurance Company (U.S.A.) July 2008 - June 2009
Education
Northeastern University 2006 — 2011
BSBA, Finance
St. Andrew's School 2003 — 2006
Antolin Garza's NEPC Experience December 2010 - November 2012
Job Senior Analyst at Altegris Investments
Industry Investment Management
Experience
Altegris Investments December 2012 - Present
NEPC December 2010 - November 2012
NEPC June 2010 - November 2010
NEPC September 2008 - May 2010
State Street October 2007 - August 2008
Southwestern Company May 2003 - August 2007
Skills
Investments, Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Excel, PowerPoint, Alternative Investments, Word, Mutual Funds, Outlook, Financial Reporting, Analysis, Endowments, Private Equity, Pension Funds, Access, Real Estate, Research, Microsoft Office, Factset, Risk Management, Pensions, Morningstar, Market Research, Credit, Due Diligence, Photoshop, Investment Management, Investment Strategies, Microsoft Excel
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance
Altegris Investments December 2012 - Present
NEPC December 2010 - November 2012
NEPC June 2010 - November 2010
NEPC September 2008 - May 2010
State Street October 2007 - August 2008
Southwestern Company May 2003 - August 2007
Skills
Investments, Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equities, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Excel, PowerPoint, Alternative Investments, Word, Mutual Funds, Outlook, Financial Reporting, Analysis, Endowments, Private Equity, Pension Funds, Access, Real Estate, Research, Microsoft Office, Factset, Risk Management, Pensions, Morningstar, Market Research, Credit, Due Diligence, Photoshop, Investment Management, Investment Strategies, Microsoft Excel
Education
The University of Texas at San Antonio 2002 — 2006
BBA, Finance
Erik Carleton, CFA, CAIA Erik Carleton, CFA, CAIA's NEPC Experience July 2011 - August 2014
Job Director of Pension Investments at Textron
Industry Financial Services
Experience
Textron August 2014 - Present
NEPC July 2011 - August 2014
Fiduciary Investment Advisors, LLC September 2009 - July 2011
Boston Research and Management June 2008 - November 2009
Live Nation January 2004 - August 2008
Middlebury College January 2002 - June 2003
Skills
Financial Modeling, Equities, Factset, Financial Planning, Valuation, Bloomberg, Fundraising, Event Planning, Sensitivity Analysis, Excel, PowerPoint, Microsoft Office, Word, Asset Management, Financial Analysis, Investments, Market Research, Research, Strategic Financial..., Finance, Fixed Income, Equity Research, Microsoft Excel, Portfolio Management
Education
Bentley University 2009 — 2011
MBA, Financial Planning
Bentley University 2008 — 2009
MS, Finance
Middlebury College 1997 — 2001
BA, Economics
Textron August 2014 - Present
NEPC July 2011 - August 2014
Fiduciary Investment Advisors, LLC September 2009 - July 2011
Boston Research and Management June 2008 - November 2009
Live Nation January 2004 - August 2008
Middlebury College January 2002 - June 2003
Skills
Financial Modeling, Equities, Factset, Financial Planning, Valuation, Bloomberg, Fundraising, Event Planning, Sensitivity Analysis, Excel, PowerPoint, Microsoft Office, Word, Asset Management, Financial Analysis, Investments, Market Research, Research, Strategic Financial..., Finance, Fixed Income, Equity Research, Microsoft Excel, Portfolio Management
Education
Bentley University 2009 — 2011
MBA, Financial Planning
Bentley University 2008 — 2009
MS, Finance
Middlebury College 1997 — 2001
BA, Economics
Kevin Holub Kevin Holub's NEPC Experience July 2009 - December 2009
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
LinkedIn May 2015 - August 2015
Infinio Systems February 2014 - July 2014
NXT Capital Venture Finance January 2012 - June 2014
Siemens Management Consulting February 2011 - May 2011
UBS Global Wealth Management April 2010 - July 2010
NEPC July 2009 - December 2009
athenahealth May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Data Analysis, Venture Capital, Investments, Microsoft Excel, PowerPoint, Portfolio Management, Analysis, Finance, Business Analysis
Education
Harvard Business School 2014 — 2016
MBA
Northeastern University
Bachelor of Science Degree in International Business, International Business- German, Finance & Insurance, Entrepreneurship, Summa cum laude
European School of Business at Reutlingen
Bachelor of Science Degree, International Business; German
Westford Academy
LinkedIn May 2015 - August 2015
Infinio Systems February 2014 - July 2014
NXT Capital Venture Finance January 2012 - June 2014
Siemens Management Consulting February 2011 - May 2011
UBS Global Wealth Management April 2010 - July 2010
NEPC July 2009 - December 2009
athenahealth May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Data Analysis, Venture Capital, Investments, Microsoft Excel, PowerPoint, Portfolio Management, Analysis, Finance, Business Analysis
Education
Harvard Business School 2014 — 2016
MBA
Northeastern University
Bachelor of Science Degree in International Business, International Business- German, Finance & Insurance, Entrepreneurship, Summa cum laude
European School of Business at Reutlingen
Bachelor of Science Degree, International Business; German
Westford Academy
Lisa Crockett Lisa Crockett's NEPC Experience September 2010 - January 2013
Job Graphic designer and creative marketing specialist
Industry Insurance
Experience
Marsh Private Client Services January 2013 - Present
NEPC September 2010 - January 2013
Boston Celtics January 2009 - May 2009
Skills
Event Planning, Microsoft Office, Social Media, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Outlook, Social Media Marketing, Advertising, Adobe Creative Suite, Graphic Design, Adobe Illustrator, Adobe InDesign, Adobe Photoshop, Web Design, Print Design, Creative Design, Logo Design, Photoshop
Education
University of Connecticut 2006 — 2010
Communications, Marketing, Business
Southern New Hampshire University 2013 — 2014
Master's Degree, Marketing
Marsh Private Client Services January 2013 - Present
NEPC September 2010 - January 2013
Boston Celtics January 2009 - May 2009
Skills
Event Planning, Microsoft Office, Social Media, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Outlook, Social Media Marketing, Advertising, Adobe Creative Suite, Graphic Design, Adobe Illustrator, Adobe InDesign, Adobe Photoshop, Web Design, Print Design, Creative Design, Logo Design, Photoshop
Education
University of Connecticut 2006 — 2010
Communications, Marketing, Business
Southern New Hampshire University 2013 — 2014
Master's Degree, Marketing
Lauren M. Roche Lauren M. Roche's NEPC Experience July 2011 - December 2011
Job Investor Relations at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group - Carlyle Investment Solutions July 2014 - Present
Siguler Guff 2012 - 2014
NEPC July 2011 - December 2011
Education
Northeastern University
Neuroscience
Venetian Dialogue of Civilizations
Art History & Photography
The Carlyle Group - Carlyle Investment Solutions July 2014 - Present
Siguler Guff 2012 - 2014
NEPC July 2011 - December 2011
Education
Northeastern University
Neuroscience
Venetian Dialogue of Civilizations
Art History & Photography
Lauren Walsh Lauren Walsh's NEPC Experience November 2012 - June 2014
Job Compliance Associate at Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC June 2014 - Present
NEPC November 2012 - June 2014
NEPC December 2011 - November 2012
Brown, Udell, Pomerantz & Delrahim, LTD November 2009 - December 2011
Brown, Udell, Pomerantz & Delrahim, LTD August 2009 - November 2009
Wayne, Richard & Hurwitz LLP October 2008 - February 2009
Dominion May 2008 - August 2008
Law Offices of Richard Ravosa June 2007 - April 2008
Education
Suffolk University Law School
Juris Doctor
Miami University
Bachelor, Arts & Science
Bracebridge Capital, LLC June 2014 - Present
NEPC November 2012 - June 2014
NEPC December 2011 - November 2012
Brown, Udell, Pomerantz & Delrahim, LTD November 2009 - December 2011
Brown, Udell, Pomerantz & Delrahim, LTD August 2009 - November 2009
Wayne, Richard & Hurwitz LLP October 2008 - February 2009
Dominion May 2008 - August 2008
Law Offices of Richard Ravosa June 2007 - April 2008
Education
Suffolk University Law School
Juris Doctor
Miami University
Bachelor, Arts & Science
Mary Santiano's NEPC Experience August 2012 - May 2014
Job Analyst at NEPC
Industry Financial Services
Experience
NEPC, LLC May 2014 - Present
NEPC August 2012 - May 2014
U.S. Bank June 2010 - August 2012
Education
Assumption College 2006 — 2010
Bachelor of Arts (BA), Accounting
NEPC, LLC May 2014 - Present
NEPC August 2012 - May 2014
U.S. Bank June 2010 - August 2012
Education
Assumption College 2006 — 2010
Bachelor of Arts (BA), Accounting
Sean Vogt, CAIA Sean Vogt, CAIA's NEPC Experience January 2013 - Present
Job Senior Analyst at NEPC
Industry Financial Services
Experience
NEPC January 2013 - Present
NEPC January 2012 - December 2012
NEPC December 2009 - December 2011
Skills
Portfolio Management, Investments, Analysis, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Fixed Income, Fund Of Funds, Investment Strategies, Private Equity, Mutual Funds, Securities, Pension Funds, Investor Relations, Financial Analysis, Investment Management, Institutional..., Due Diligence, Financial Services, Morningstar, Client Services, Derivatives, Performance Analysis, Emerging Markets, Performance Attribution, Leadership, Strategy, Institutional, Performance Measurement, Pensions, Microsoft Excel, Risk Management, Risk Analysis
Education
Notre Dame de Namur University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fresno City College 2005 — 2007
Associate's degree, General Education
California State University-Fresno 2004 — 2005
General Education
NEPC January 2013 - Present
NEPC January 2012 - December 2012
NEPC December 2009 - December 2011
Skills
Portfolio Management, Investments, Analysis, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Fixed Income, Fund Of Funds, Investment Strategies, Private Equity, Mutual Funds, Securities, Pension Funds, Investor Relations, Financial Analysis, Investment Management, Institutional..., Due Diligence, Financial Services, Morningstar, Client Services, Derivatives, Performance Analysis, Emerging Markets, Performance Attribution, Leadership, Strategy, Institutional, Performance Measurement, Pensions, Microsoft Excel, Risk Management, Risk Analysis
Education
Notre Dame de Namur University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fresno City College 2005 — 2007
Associate's degree, General Education
California State University-Fresno 2004 — 2005
General Education
Cory Ciesla's NEPC Experience February 2011 - September 2013
Job Analyst
Industry Investment Management
Experience
NEPC February 2011 - September 2013
Trudeau & Trudeau Associates, Inc. June 2010 - August 2010
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Finance and Economics
University of Richmond in Rome
Italian
NEPC February 2011 - September 2013
Trudeau & Trudeau Associates, Inc. June 2010 - August 2010
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Finance and Economics
University of Richmond in Rome
Italian
Alisyn Hoole, CAIA's NEPC Experience November 2006 - December 2008
Job Manager, Global Business Development at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2013 - Present
Cambridge Associates December 2011 - June 2013
NEPC, LLC January 2009 - November 2011
NEPC November 2006 - December 2008
Skills
Alternative Investments
Education
Bentley College 2000 — 2004
BS, Finance
Regent's College - European Business School, London, England 2003 — 2003
Cambridge Associates July 2013 - Present
Cambridge Associates December 2011 - June 2013
NEPC, LLC January 2009 - November 2011
NEPC November 2006 - December 2008
Skills
Alternative Investments
Education
Bentley College 2000 — 2004
BS, Finance
Regent's College - European Business School, London, England 2003 — 2003
Brian Donoghue Brian Donoghue's NEPC Experience September 2006 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC September 2006 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 2004 - 2006
Skills
Investments, Mutual Funds, Financial Services, Asset Management, Alternative Investments
Education
University of Massachusetts, Amherst
The University of Massachusetts at Amherst - Isenberg School of Management, Finance and Financial Management Services
Clark University
Master of Business Administration (MBA)
NEPC September 2006 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 2004 - 2006
Skills
Investments, Mutual Funds, Financial Services, Asset Management, Alternative Investments
Education
University of Massachusetts, Amherst
The University of Massachusetts at Amherst - Isenberg School of Management, Finance and Financial Management Services
Clark University
Master of Business Administration (MBA)
Nick Edwards, CAIA's NEPC Experience May 2014 - Present
Job Analyst at NEPC
Industry Investment Management
Experience
NEPC May 2014 - Present
NEPC February 2013 - April 2014
NEPC December 2011 - February 2013
State Street November 2009 - December 2011
Venture Real Estate November 2009 - September 2010
Skills
Investments, Hedge Funds, Alternative Investments, Bloomberg, Equities, Fixed Income
Education
Bentley University 2005 — 2009
Bachelors, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
NEPC May 2014 - Present
NEPC February 2013 - April 2014
NEPC December 2011 - February 2013
State Street November 2009 - December 2011
Venture Real Estate November 2009 - September 2010
Skills
Investments, Hedge Funds, Alternative Investments, Bloomberg, Equities, Fixed Income
Education
Bentley University 2005 — 2009
Bachelors, Finance
Bentley University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Jam Luong's NEPC Experience September 2010 - October 2011
Job Client Service Analyst at State Street
Industry Investment Management
Experience
State Street Investment Analytics February 2014 - Present
State Street Investment Analytics October 2011 - February 2014
NEPC September 2010 - October 2011
State Street Corporation January 2008 - September 2010
Skills
Bloomberg, Portfolio Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investments, Securities, Valuation, Financial Modeling, Bloomberg Terminal, Equity Research, Client Services, Client Relations
Education
Rhode Island College 2003 — 2007
Bachelor of Arts (B.A.), Economics
State Street Investment Analytics February 2014 - Present
State Street Investment Analytics October 2011 - February 2014
NEPC September 2010 - October 2011
State Street Corporation January 2008 - September 2010
Skills
Bloomberg, Portfolio Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Hedge Funds, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investments, Securities, Valuation, Financial Modeling, Bloomberg Terminal, Equity Research, Client Services, Client Relations
Education
Rhode Island College 2003 — 2007
Bachelor of Arts (B.A.), Economics
Angela Dawson Angela Dawson's NEPC Experience August 2010 - November 2011
Job Research Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC June 2014 - Present
NEPC, LLC March 2014 - Present
NEPC, LLC November 2011 - March 2014
NEPC August 2010 - November 2011
Thunderstorm Capital January 2010 - May 2010
Skills
Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation
Education
Simmons College 2006 — 2010
BA, Economics
NEPC, LLC June 2014 - Present
NEPC, LLC March 2014 - Present
NEPC, LLC November 2011 - March 2014
NEPC August 2010 - November 2011
Thunderstorm Capital January 2010 - May 2010
Skills
Fixed Income, Bloomberg, Alternative Investments, Hedge Funds, Mutual Funds, Asset Allocation
Education
Simmons College 2006 — 2010
BA, Economics
Kevin O'Mara's NEPC Experience March 2013 - February 2014
Job Discretionary Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC April 2014 - Present
NEPC, LLC March 2014 - May 2014
NEPC March 2013 - February 2014
Brown Brothers Harriman March 2011 - February 2013
JP Morgan Chase October 2010 - January 2011
State Street Corporation June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Economics, Deaf Studies minor
Boston College High School
NEPC, LLC April 2014 - Present
NEPC, LLC March 2014 - May 2014
NEPC March 2013 - February 2014
Brown Brothers Harriman March 2011 - February 2013
JP Morgan Chase October 2010 - January 2011
State Street Corporation June 2009 - August 2009
Education
College of the Holy Cross 2006 — 2010
Bachelor of the Arts, Economics, Deaf Studies minor
Boston College High School
Samuel Martin, CAIA Samuel Martin, CAIA's NEPC Experience 2007 - 2010
Job Vice President, Hedge Funds at SCS Financial
Industry Investment Management
Experience
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
SCS Financial July 2015 - Present
RBS Citizens May 2014 - July 2015
State Street Bank June 2011 - May 2014
NEPC 2007 - 2010
Bear Stearns 2003 - 2007
Putnam Investments 2001 - 2003
State Street Global Advisors July 1997 - February 2001
Skills
Alternative Investments, Hedge Funds, Due Diligence, Prime Brokerage, Fund Of Funds, Private Equity, Venture Capital, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Bates College 1993 — 1997
BA, Economics
ABRHS 1989 — 1993
Brendan Lang, CFA's NEPC Experience June 2007 - August 2007
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Banking
Experience
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Bernstein Global Wealth Management September 2011 - Present
Pacific Crest Securities June 2009 - July 2011
Bank of America June 2008 - March 2009
NEPC June 2007 - August 2007
Boston College Athletics August 2006 - March 2007
Skills
Bloomberg, Investments, Valuation, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Derivatives, Securities, Strategy, Equity Research, Mutual Funds, Business Strategy, Microsoft Excel, Series 7, Data Analysis, CFA
Education
Boston College 2004 — 2008
BS, Finance and Economics
Melbourne University 2007 — 2007
CFA
Julianne Nordstrom's NEPC Experience May 2011 - August 2011
Job Assistant Vice President Global Asset Management at FactSet
Industry Financial Services
Experience
FactSet March 2015 - Present
FactSet May 2014 - February 2015
FactSet Research Systems July 2012 - May 2014
Isenberg School of Management September 2011 - May 2012
Minutemen Equity Fund September 2011 - May 2012
NEPC May 2011 - August 2011
Melting Pot Restaurant December 2006 - August 2011
Champlain Investment Partners May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Investments, Equity Research, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2011 — 2011
Business, Economics, Spanish History
FactSet March 2015 - Present
FactSet May 2014 - February 2015
FactSet Research Systems July 2012 - May 2014
Isenberg School of Management September 2011 - May 2012
Minutemen Equity Fund September 2011 - May 2012
NEPC May 2011 - August 2011
Melting Pot Restaurant December 2006 - August 2011
Champlain Investment Partners May 2010 - August 2010
Skills
PowerPoint, Word, Excel, Investments, Equity Research, Microsoft Excel, Microsoft Word, Portfolio Management
Education
Isenberg School of Management, UMass Amherst 2008 — 2012
Bachelor of Business Administration, Finance, Economics
Universitat Autònoma de Barcelona 2011 — 2011
Business, Economics, Spanish History
Jake Grafstein's NEPC Experience 2009 - 2009
Job Senior Sales Associate at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ August 2013 - Present
Huron Consulting Group May 2012 - August 2013
PwC July 2011 - June 2012
Credit Suisse January 2010 - July 2010
NEPC 2009 - 2009
Crazy Cargo 2005 - 2008
Skills
Microsoft Excel, Time Management, Financial Modeling, Financial Analysis, Data Analysis, Management Consulting, Microsoft Office, Project Management, PowerPoint, Business Analysis, Financial Reporting, Strategic Planning, Analysis, Business Development, Management
Education
Northeastern University 2007 — 2012
BSBA, Finance and Entrepreneurship
Highland Park highschool 2004 — 2007
Highland Park high school
S&P Capital IQ August 2013 - Present
Huron Consulting Group May 2012 - August 2013
PwC July 2011 - June 2012
Credit Suisse January 2010 - July 2010
NEPC 2009 - 2009
Crazy Cargo 2005 - 2008
Skills
Microsoft Excel, Time Management, Financial Modeling, Financial Analysis, Data Analysis, Management Consulting, Microsoft Office, Project Management, PowerPoint, Business Analysis, Financial Reporting, Strategic Planning, Analysis, Business Development, Management
Education
Northeastern University 2007 — 2012
BSBA, Finance and Entrepreneurship
Highland Park highschool 2004 — 2007
Highland Park high school
Bo Cramer Bo Cramer's NEPC Experience October 2013 - December 2013
Job Performance Analyst at NEPC
Industry Financial Services
Experience
NEPC October 2013 - December 2013
Tuck Business Bridge Program June 2013 - July 2013
THL Credit, Inc. June 2012 - July 2012
Sonian January 2010 - August 2010
Cape Eleuthera Institute May 2009 - May 2009
Obama Campaign August 2008 - September 2008
Governor of Virginia's Office July 2008 - August 2008
Skills
Salesforce.com, Microsoft Excel, Lead Generation, Email Marketing, Marketing Communications, Quantitative Research, Start-ups, Online Advertising, Cloud Computing, Marketing Strategy, Qualitative Research, Data Management, PowerPoint, Adobe Design Programs, SEO, HTML
Education
Bates College 2010 — 2013
Bachelor's degree, English Language and Literature/Letters
The Rivers School 2003 — 2009
NEPC October 2013 - December 2013
Tuck Business Bridge Program June 2013 - July 2013
THL Credit, Inc. June 2012 - July 2012
Sonian January 2010 - August 2010
Cape Eleuthera Institute May 2009 - May 2009
Obama Campaign August 2008 - September 2008
Governor of Virginia's Office July 2008 - August 2008
Skills
Salesforce.com, Microsoft Excel, Lead Generation, Email Marketing, Marketing Communications, Quantitative Research, Start-ups, Online Advertising, Cloud Computing, Marketing Strategy, Qualitative Research, Data Management, PowerPoint, Adobe Design Programs, SEO, HTML
Education
Bates College 2010 — 2013
Bachelor's degree, English Language and Literature/Letters
The Rivers School 2003 — 2009
Fahmi Fadly Fahmi Fadly's NEPC Experience December 2012 - Present
Job Research Analyst Private Markets at NEPC
Industry Financial Services
Experience
NEPC December 2012 - Present
NEPC September 2011 - December 2012
State Street Bank September 2009 - September 2011
Education
Bates College 2005 — 2009
B.A., History, Economics
Buckingham Browne & Nichols 2002 — 2005
NEPC December 2012 - Present
NEPC September 2011 - December 2012
State Street Bank September 2009 - September 2011
Education
Bates College 2005 — 2009
B.A., History, Economics
Buckingham Browne & Nichols 2002 — 2005
Frank Barbarino's NEPC Experience June 2008 - November 2012
Job Investment Strategist | Alternative Assets Due Diligence Professional | Private Investor
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Shane Burke Shane Burke's NEPC Experience April 2004 - September 2011
Job Director at Sterling Capital Management LLC
Industry
Experience
Sterling Capital Management January 2013 - Present
RTI International July 2012 - January 2013
Tri Pillar Investments August 2011 - July 2012
NEPC April 2004 - September 2011
State Street May 2002 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Financial Modeling, Risk Management
Education
Golden Gate University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Wilmington 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
Sterling Capital Management January 2013 - Present
RTI International July 2012 - January 2013
Tri Pillar Investments August 2011 - July 2012
NEPC April 2004 - September 2011
State Street May 2002 - April 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Financial Modeling, Risk Management
Education
Golden Gate University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
University of North Carolina at Wilmington 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
Jarrett Yingling Jarrett Yingling's NEPC Experience June 2012 - July 2014
Job Client Relations Associate at WHV Investments, Inc
Industry Investment Management
Experience
WHV Investments, Inc. August 2014 - Present
NEPC June 2012 - July 2014
NEPC January 2012 - June 2012
NEPC September 2010 - December 2011
Skills
Analysis, Financial Analysis, Management, Portfolio Management, Investments, Due Diligence, Hedge Funds, Leadership, Research, Valuation, Finance, Data Analysis, Alternative Investments, Risk Management, Economics, Microsoft Excel, Market Research, Equities, Accounting, Budgets, Mutual Funds
Education
Florida Gulf Coast University 2005 — 2010
Bachelor's, Finance, Economics
WHV Investments, Inc. August 2014 - Present
NEPC June 2012 - July 2014
NEPC January 2012 - June 2012
NEPC September 2010 - December 2011
Skills
Analysis, Financial Analysis, Management, Portfolio Management, Investments, Due Diligence, Hedge Funds, Leadership, Research, Valuation, Finance, Data Analysis, Alternative Investments, Risk Management, Economics, Microsoft Excel, Market Research, Equities, Accounting, Budgets, Mutual Funds
Education
Florida Gulf Coast University 2005 — 2010
Bachelor's, Finance, Economics
Jason Neault's NEPC Experience January 2011 - Present
Job Senior Analyst at NEPC
Industry Financial Services
Experience
NEPC January 2011 - Present
NEPC January 2008 - December 2010
NEPC March 2006 - December 2007
Ameriprise Financial Advisors July 2004 - October 2005
Skills
Alternative Investments, Bloomberg, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Asset Management, Private Equity, Financial Modeling, Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Financial Analysis, Equity Research, Fund Of Funds, Investment Management
Education
Bentley University 2000 — 2004
BS, Finance
NEPC January 2011 - Present
NEPC January 2008 - December 2010
NEPC March 2006 - December 2007
Ameriprise Financial Advisors July 2004 - October 2005
Skills
Alternative Investments, Bloomberg, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investments, Asset Management, Private Equity, Financial Modeling, Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Financial Analysis, Equity Research, Fund Of Funds, Investment Management
Education
Bentley University 2000 — 2004
BS, Finance
Richard Pszenny, CFA, CAIA's NEPC Experience May 2012 - May 2014
Job
Industry Investment Management
Experience
Heritage Financial Services, LLC June 2014 - Present
NEPC May 2012 - May 2014
Bank of America August 2009 - May 2012
US Trust, Bank of America Private Wealth Management September 2006 - August 2009
Liberty Mutual Insurance August 2004 - September 2006
Liberty Mutual Insurance May 2003 - August 2004
The Boston Company Asset Management, LLC July 2002 - May 2003
BNY Mellon February 2001 - July 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics
Heritage Financial Services, LLC June 2014 - Present
NEPC May 2012 - May 2014
Bank of America August 2009 - May 2012
US Trust, Bank of America Private Wealth Management September 2006 - August 2009
Liberty Mutual Insurance August 2004 - September 2006
Liberty Mutual Insurance May 2003 - August 2004
The Boston Company Asset Management, LLC July 2002 - May 2003
BNY Mellon February 2001 - July 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics
David Eisenberg's NEPC Experience 1993 - 1997
Job North America, Director of Client Consulting at Mercer
Industry Investment Management
Experience
Mercer January 2015 - Present
Mercer Investments 2004 - Present
Mercer Global Investments 2004 - 2006
Brockhouse Cooper International 2002 - 2004
John Hancock Advisers 1997 - 2001
NEPC 1993 - 1997
Atlantic Investment Advisors 1991 - 1993
Trinity Investment Management 1984 - 1990
Cambridge Associates 1981 - 1984
Peat Marwick 1977 - 1979
Skills
Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Investment Strategies, Mutual Funds, Due Diligence, Investment Advisory, Wealth Management, Risk Management, Financial Services, Pensions, Fund Of Funds, Institutional..., Program Management, Management, Quantitative Analytics, Leadership, Alternative Investments, Hedge Funds, Asset Management, Fixed Income
Education
Harvard Business School 1979 — 1981
MBA
Beloit College 1973 — 1977
BA, Economics
Mercer January 2015 - Present
Mercer Investments 2004 - Present
Mercer Global Investments 2004 - 2006
Brockhouse Cooper International 2002 - 2004
John Hancock Advisers 1997 - 2001
NEPC 1993 - 1997
Atlantic Investment Advisors 1991 - 1993
Trinity Investment Management 1984 - 1990
Cambridge Associates 1981 - 1984
Peat Marwick 1977 - 1979
Skills
Investments, Portfolio Management, Asset Allocation, Investment Management, Equities, Investment Strategies, Mutual Funds, Due Diligence, Investment Advisory, Wealth Management, Risk Management, Financial Services, Pensions, Fund Of Funds, Institutional..., Program Management, Management, Quantitative Analytics, Leadership, Alternative Investments, Hedge Funds, Asset Management, Fixed Income
Education
Harvard Business School 1979 — 1981
MBA
Beloit College 1973 — 1977
BA, Economics
Erin E.M. Thomas, PMP's NEPC Experience April 2013 - Present
Job
Industry Financial Services
Experience
NEPC April 2013 - Present
Skills
Problem Analysis, Problem Solving, Business Analysis, Requirements Analysis, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Analytical Abilities, Leading People, Music, Collaborative Problem..., PMP, Project Management, SDLC, Software Development, Business Process, Software Documentation, Analytical Skills, Leadership, Management, System Administration, Analysis, Software Project..., Requirements Gathering, Process Improvement, Analytics, Data Analysis, IT Strategy
Education
Boston University 2007 — 2009
MS, Arts Administration
Massachusetts Institute of Technology 1991 — 1995
BS, Music & Cognitive Science
NEPC April 2013 - Present
Skills
Problem Analysis, Problem Solving, Business Analysis, Requirements Analysis, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Analytical Abilities, Leading People, Music, Collaborative Problem..., PMP, Project Management, SDLC, Software Development, Business Process, Software Documentation, Analytical Skills, Leadership, Management, System Administration, Analysis, Software Project..., Requirements Gathering, Process Improvement, Analytics, Data Analysis, IT Strategy
Education
Boston University 2007 — 2009
MS, Arts Administration
Massachusetts Institute of Technology 1991 — 1995
BS, Music & Cognitive Science
Don Stracke, CFA, CAIA's NEPC Experience June 2009 - Present
Job Senior Investment Consultant
Industry Investment Management
Experience
NEPC June 2009 - Present
Shenkman Capital Management September 2007 - March 2008
Attalus Capital 2002 - 2006
RCM 1995 - 2001
Bankers Trust 1987 - 1995
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
Fairleigh Dickinson University 1977 — 1982
BS, Accounting
Morristown High
NEPC June 2009 - Present
Shenkman Capital Management September 2007 - March 2008
Attalus Capital 2002 - 2006
RCM 1995 - 2001
Bankers Trust 1987 - 1995
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
Fairleigh Dickinson University 1977 — 1982
BS, Accounting
Morristown High
Anthony Ferrara, CAIA's NEPC Experience October 2010 - Present
Job Senior Consulting Support Analyst at NEPC
Industry Investment Management
Experience
NEPC October 2010 - Present
Wurts & Associates February 2006 - October 2010
Education
San Jose State University 2001 — 2005
Finance, General
NEPC October 2010 - Present
Wurts & Associates February 2006 - October 2010
Education
San Jose State University 2001 — 2005
Finance, General
Erin Faccone, CFA, CAIA's NEPC Experience January 2011 - Present
Job Operational Due Diligence Consultant at NEPC
Industry Financial Services
Experience
NEPC January 2011 - Present
KStone Partners LLC August 2008 - January 2011
Drake Management LLC July 2006 - April 2008
Skills
Bloomberg, Alternative Investments, Hedge Funds
Education
Glen Ridge High School
Loyola College in Maryland
BBA, Finance
NEPC January 2011 - Present
KStone Partners LLC August 2008 - January 2011
Drake Management LLC July 2006 - April 2008
Skills
Bloomberg, Alternative Investments, Hedge Funds
Education
Glen Ridge High School
Loyola College in Maryland
BBA, Finance
Jeff Markarian's NEPC Experience August 2002 - Present
Job Research Consultant
Industry Investment Management
Experience
NEPC August 2002 - Present
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Due Diligence
Education
Boston University 1997 — 2001
Boston University Questrom School of Business 1997 — 2001
Hopkinton High Scool 1994 — 1997
NEPC August 2002 - Present
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Due Diligence
Education
Boston University 1997 — 2001
Boston University Questrom School of Business 1997 — 2001
Hopkinton High Scool 1994 — 1997
Julianne Curtis's NEPC Experience July 2000 - August 2003
Job Human Resources Professional
Industry Human Resources
Experience
The Burren / The Skellig July 2007 - Present
Spotfire March 2007 - September 2007
John A. Levin & Co. April 2004 - January 2005
NEPC July 2000 - August 2003
Skills
Customer Service, Performance Management, Employee Relations, Deferred Compensation, Recruiting, Applicant Tracking..., Interviews
Education
Middlesex Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
University of Massachusetts, Amherst
The Burren / The Skellig July 2007 - Present
Spotfire March 2007 - September 2007
John A. Levin & Co. April 2004 - January 2005
NEPC July 2000 - August 2003
Skills
Customer Service, Performance Management, Employee Relations, Deferred Compensation, Recruiting, Applicant Tracking..., Interviews
Education
Middlesex Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
University of Massachusetts, Amherst
Kristina Mihaylova, CFA's NEPC Experience September 2008 - November 2011
Job Analytics Consultant at StatPro
Industry Information Technology and Services
Experience
StatPro December 2011 - Present
NEPC September 2008 - November 2011
Suffolk University September 2006 - May 2008
First Marblehead May 2007 - September 2007
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
University of National and World Economy 2000 — 2005
Bachelor’s Degree, Marketing/Marketing Management, General
StatPro December 2011 - Present
NEPC September 2008 - November 2011
Suffolk University September 2006 - May 2008
First Marblehead May 2007 - September 2007
Education
Suffolk University - Sawyer Business School 2006 — 2008
MBA, Finance
University of National and World Economy 2000 — 2005
Bachelor’s Degree, Marketing/Marketing Management, General
Molly Manning's NEPC Experience January 2001 - May 2007
Job Director of Client Services at Income Research + Management
Industry Investment Management
Experience
Income Research + Management June 2015 - Present
GMO October 2007 - June 2015
NEPC January 2001 - May 2007
Sanford C. Bernstein September 1998 - December 2000
University of Massachusetts Amherst June 1997 - June 1998
Skills
Asset Management, Alternative Investments, Fixed Income, Investment Management, Valuation, Financial Modeling, Asset Allocation, Investments, Portfolio Management, Capital Markets, Due Diligence, Risk Management, Analysis, Project Management, Management, Business Development, Strategic Planning
Education
Amherst College 1993 — 1997
Bachelors, Psychology
Income Research + Management June 2015 - Present
GMO October 2007 - June 2015
NEPC January 2001 - May 2007
Sanford C. Bernstein September 1998 - December 2000
University of Massachusetts Amherst June 1997 - June 1998
Skills
Asset Management, Alternative Investments, Fixed Income, Investment Management, Valuation, Financial Modeling, Asset Allocation, Investments, Portfolio Management, Capital Markets, Due Diligence, Risk Management, Analysis, Project Management, Management, Business Development, Strategic Planning
Education
Amherst College 1993 — 1997
Bachelors, Psychology
Kristin Finney-Cooke, CAIA's NEPC Experience September 2010 - Present
Job Senior Consultant at NEPC
Industry Financial Services
Experience
NEPC September 2010 - Present
Mercer December 2004 - September 2010
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Investment Management, Asset Allocation, Pension Funds, Asset Management, Capital Markets, Securities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Private Equity
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Howard University 1990 — 1994
Bachelor of Arts (B.A.)
NEPC September 2010 - Present
Mercer December 2004 - September 2010
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Investment Management, Asset Allocation, Pension Funds, Asset Management, Capital Markets, Securities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Private Equity
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Howard University 1990 — 1994
Bachelor of Arts (B.A.)
Ron Cavicchio's NEPC Experience Senior Investment OfficerNew England Life / Met LifeAugust 1976 - September 2001
Job Senior Consultant at NEPC
Industry Financial Services
Experience
NEPC Senior Investment OfficerNew England Life / Met LifeAugust 1976 - September 2001
Education
Boston University Questrom School of Business 1973 — 1976
MBA, Finance
Rensselaer Polytechnic Institute 1967 — 1971
BS, Mathematics
CFA Institute
CFA Designation
NEPC Senior Investment OfficerNew England Life / Met LifeAugust 1976 - September 2001
Education
Boston University Questrom School of Business 1973 — 1976
MBA, Finance
Rensselaer Polytechnic Institute 1967 — 1971
BS, Mathematics
CFA Institute
CFA Designation
Melissa Perel, CFA, CAIA's NEPC Experience July 2003 - October 2007
Job Director Investment Management & Guidance
Industry Financial Services
Experience
Bank of America October 2007 - Present
NEPC July 2003 - October 2007
SunGard Investment Management Systems April 1998 - July 2003
Mellon Bank May 1996 - March 1998
Harvard Management 1992 - 1994
Brown Brothers Harriman February 1989 - March 1992
Skills
Equities, Portfolio Management, Investments, Asset Managment, Investment Management, Equity Derivatives, Mutual Funds, Investment Strategies, Due Diligence, Financial Services, 401k, Asset Allocation, Analysis, Asset Management
Education
Boston University Questrom School of Business 1994 — 1996
MBA, Investments / Entrepreneurship
Isenberg School of Management, UMass Amherst 1984 — 1988
Bank of America October 2007 - Present
NEPC July 2003 - October 2007
SunGard Investment Management Systems April 1998 - July 2003
Mellon Bank May 1996 - March 1998
Harvard Management 1992 - 1994
Brown Brothers Harriman February 1989 - March 1992
Skills
Equities, Portfolio Management, Investments, Asset Managment, Investment Management, Equity Derivatives, Mutual Funds, Investment Strategies, Due Diligence, Financial Services, 401k, Asset Allocation, Analysis, Asset Management
Education
Boston University Questrom School of Business 1994 — 1996
MBA, Investments / Entrepreneurship
Isenberg School of Management, UMass Amherst 1984 — 1988
Eric Harnish's NEPC Experience June 2009 - Present
Job Principal, Private Markets Research at NEPC
Industry Venture Capital & Private Equity
Experience
NEPC June 2009 - Present
State Street Bank May 2002 - June 2009
PrivateTrade, Inc. November 2000 - November 2001
Accenture September 1997 - October 2000
Arthur Andersen, LLP December 1991 - September 1995
Skills
Due Diligence, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Hedge Funds, Financial Analysis, Investments, Equities, Equity Research, Emerging Markets, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Duke University 1987 — 1991
BA, Economics
NEPC June 2009 - Present
State Street Bank May 2002 - June 2009
PrivateTrade, Inc. November 2000 - November 2001
Accenture September 1997 - October 2000
Arthur Andersen, LLP December 1991 - September 1995
Skills
Due Diligence, Private Equity, Alternative Investments, Venture Capital, Financial Modeling, Hedge Funds, Financial Analysis, Investments, Equities, Equity Research, Emerging Markets, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Duke University 1987 — 1991
BA, Economics
Natalie Marlow's NEPC Experience March 2013 - Present
Job HR Generalist at NEPC, LLC
Industry Human Resources
Experience
NEPC March 2013 - Present
NEPC January 2010 - Present
NEPC June 2007 - December 2009
Skills
Personnel Management, Management, Microsoft Excel, PowerPoint
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA
Fairfield University 2003 — 2007
B.S., International Business
NEPC March 2013 - Present
NEPC January 2010 - Present
NEPC June 2007 - December 2009
Skills
Personnel Management, Management, Microsoft Excel, PowerPoint
Education
Suffolk University - Sawyer Business School 2009 — 2011
MBA
Fairfield University 2003 — 2007
B.S., International Business
Isabella Kalia's NEPC Experience
Job Portfolio Analyst Manager at NEPC
Industry Financial Services
Experience
NEPC
Skills
Portfolio Management, Equities, Investments, Alternative Investments, Hedge Funds
Education
Suffolk University - Sawyer Business School 2001 — 2003
MSF
NEPC
Skills
Portfolio Management, Equities, Investments, Alternative Investments, Hedge Funds
Education
Suffolk University - Sawyer Business School 2001 — 2003
MSF
Robert Norcross's NEPC Experience December 2012 - Present
Job Manager of Performance Analytics at NEPC
Industry Financial Services
Experience
NEPC December 2012 - Present
NEPC January 2012 - December 2012
NEPC January 2011 - December 2011
NEPC April 2008 - December 2010
Nepc January 2006 - April 2008
NEPC February 2005 - December 2005
Skills
Management, Consulting, SharePoint, Requirements Analysis, Hedge Funds, Analysis, Alternative Investments, Pensions, Microsoft SQL Server, SSIS, Project Management, Microsoft Excel, PowerPoint, Business Requirements, Microsoft CRM, Portfolio Performance..., Technical Support, Business Process..., Building Relationships, Managing Deadlines, International..., SSRS, Business Analysis, Software Project..., Business Intelligence, Fund Of Funds, CRM, ETL, Zephyr Style Advisor, Microsoft Office, SharePoint Designer
Education
Bentley University 2009 — 2011
Masters in Information Technology, Information Technology
Bentley University 2005 — 2008
Master of Business Administration (MBA), Finance, General
Quinnipiac University 2002 — 2004
Bachelor of Science (BS), Finance, General, 3.6
Quinnipiac University - School of Business 2002 — 2004
Bachelor of Science (BS), Entrepreneurial and Small Business Operations, 3.6
NEPC December 2012 - Present
NEPC January 2012 - December 2012
NEPC January 2011 - December 2011
NEPC April 2008 - December 2010
Nepc January 2006 - April 2008
NEPC February 2005 - December 2005
Skills
Management, Consulting, SharePoint, Requirements Analysis, Hedge Funds, Analysis, Alternative Investments, Pensions, Microsoft SQL Server, SSIS, Project Management, Microsoft Excel, PowerPoint, Business Requirements, Microsoft CRM, Portfolio Performance..., Technical Support, Business Process..., Building Relationships, Managing Deadlines, International..., SSRS, Business Analysis, Software Project..., Business Intelligence, Fund Of Funds, CRM, ETL, Zephyr Style Advisor, Microsoft Office, SharePoint Designer
Education
Bentley University 2009 — 2011
Masters in Information Technology, Information Technology
Bentley University 2005 — 2008
Master of Business Administration (MBA), Finance, General
Quinnipiac University 2002 — 2004
Bachelor of Science (BS), Finance, General, 3.6
Quinnipiac University - School of Business 2002 — 2004
Bachelor of Science (BS), Entrepreneurial and Small Business Operations, 3.6
Matthew Ritter, CAIA's NEPC Experience March 2012 - March 2015
Job Senior Analyst, Real Assets Research at NEPC
Industry Investment Management
Experience
NEPC, LLC March 2015 - Present
NEPC March 2012 - March 2015
GMO January 2011 - July 2011
Brooke Private Equity Advisors January 2010 - June 2010
NEPC January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Skills
Investments, Analysis, Portfolio Management, Finance, Microsoft Excel, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Valuation
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration
Pequannock Township High School 2003 — 2007
NEPC, LLC March 2015 - Present
NEPC March 2012 - March 2015
GMO January 2011 - July 2011
Brooke Private Equity Advisors January 2010 - June 2010
NEPC January 2009 - June 2009
Merrill Lynch May 2008 - August 2008
Skills
Investments, Analysis, Portfolio Management, Finance, Microsoft Excel, Private Equity, Financial Modeling, Due Diligence, Alternative Investments, Valuation
Education
Northeastern University 2007 — 2012
Bachelor of Science (BS), Business Administration
Pequannock Township High School 2003 — 2007
Yan Gilchenok's NEPC Experience 2004 - Present
Job IT Manager at VNA of Southeastern CT
Industry Nonprofit Organization Management
Experience
VNA of Southeastern CT September 2011 - Present
NEPC 2004 - Present
Jewish Family and Children's Service September 2006 - October 2011
Jewish Family and Children's Service April 2002 - September 2006
PC Help Services March 2001 - April 2002
Home September 2000 - March 2001
GML Consulting March 1998 - September 2000
Eurocars And Imports of SoHo (Aurora Auto) March 1996 - February 1998
Artnet International June 1995 - February 1996
Skills
IT Management, R&D, Purchasing, Program Management, Project Management, Microsoft Exchange, Servers, Networking, Technical Support, Hardware, Strategic Planning, Windows, Software Installation, Information Technology, Help Desk Support, Troubleshooting, Budgets, SharePoint, Vendor Management
Education
Stony Brook University 1989 — 1994
BS, Applied Mathematics and Statistics, Computer Science
VNA of Southeastern CT September 2011 - Present
NEPC 2004 - Present
Jewish Family and Children's Service September 2006 - October 2011
Jewish Family and Children's Service April 2002 - September 2006
PC Help Services March 2001 - April 2002
Home September 2000 - March 2001
GML Consulting March 1998 - September 2000
Eurocars And Imports of SoHo (Aurora Auto) March 1996 - February 1998
Artnet International June 1995 - February 1996
Skills
IT Management, R&D, Purchasing, Program Management, Project Management, Microsoft Exchange, Servers, Networking, Technical Support, Hardware, Strategic Planning, Windows, Software Installation, Information Technology, Help Desk Support, Troubleshooting, Budgets, SharePoint, Vendor Management
Education
Stony Brook University 1989 — 1994
BS, Applied Mathematics and Statistics, Computer Science
Dion Stevens's NEPC Experience February 2009 - March 2011
Job VP & Assistant Treasurer at The Auto Club Group
Industry Insurance
Experience
The Auto Club Group November 2013 - Present
Blue Cross Blue Shield of Michigan March 2011 - November 2013
NEPC February 2009 - March 2011
ArvinMeritor, Inc. August 2006 - February 2009
Toyota Financial Services 2004 - 2006
Ford Motor Company 1998 - 2004
Skills
Portfolio Management, Derivatives, Financial Modeling, Risk Management, Corporate Finance, Asset Management, Investments, Financial Risk, Strategic Financial..., Finance, Trading, Asset Allocation, Investment Banking, Forecasting, Treasury, Hedging
Education
University of Michigan 1997 — 1998
Master's, Financial Engineering
University of Michigan 1995 — 1997
Master's, Mathematics
Morehouse College 1990 — 1995
Bachelor's, Mathematics
The Auto Club Group November 2013 - Present
Blue Cross Blue Shield of Michigan March 2011 - November 2013
NEPC February 2009 - March 2011
ArvinMeritor, Inc. August 2006 - February 2009
Toyota Financial Services 2004 - 2006
Ford Motor Company 1998 - 2004
Skills
Portfolio Management, Derivatives, Financial Modeling, Risk Management, Corporate Finance, Asset Management, Investments, Financial Risk, Strategic Financial..., Finance, Trading, Asset Allocation, Investment Banking, Forecasting, Treasury, Hedging
Education
University of Michigan 1997 — 1998
Master's, Financial Engineering
University of Michigan 1995 — 1997
Master's, Mathematics
Morehouse College 1990 — 1995
Bachelor's, Mathematics
Mary Leshchiner's NEPC Experience June 2007 - August 2010
Job Marketing Coordinator at Meketa Investment Group
Industry Financial Services
Experience
Meketa Investment Group January 2011 - Present
NEPC June 2007 - August 2010
Fidelity Investments January 2006 - June 2007
Education
Brandeis University 2001 — 2005
Bachelors, Economics
Meketa Investment Group January 2011 - Present
NEPC June 2007 - August 2010
Fidelity Investments January 2006 - June 2007
Education
Brandeis University 2001 — 2005
Bachelors, Economics
Michael Cairns's NEPC Experience January 2007 - Present
Job Partner at NEPC, LLC
Industry Investment Management
Experience
NEPC January 2007 - Present
Marco Consulting Group April 2000 - January 2007
Milliman January 1996 - March 2000
Zenith Administrators December 1989 - December 1995
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Employee Benefits, Equities, Financial Modeling, Fixed Income, Hedge Funds, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Portfolio Management, Private Equity, Securities, Series 7, Valuation
Education
Illinois College 1984 — 1988
Bachelor of Science (BS), Accounting
NEPC January 2007 - Present
Marco Consulting Group April 2000 - January 2007
Milliman January 1996 - March 2000
Zenith Administrators December 1989 - December 1995
Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Employee Benefits, Equities, Financial Modeling, Fixed Income, Hedge Funds, Institutional..., Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Portfolio Management, Private Equity, Securities, Series 7, Valuation
Education
Illinois College 1984 — 1988
Bachelor of Science (BS), Accounting
Daniel V. Kelly's NEPC Experience May 2011 - Present
Job Chief Operating Officer at NEPC
Industry Investment Management
Experience
NEPC May 2011 - Present
LightKeeper Advisors January 2011 - May 2011
UBP Asset Management October 2009 - November 2010
Harvard Management Company November 1992 - October 2009
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
M.B.A.
Bentley University 1985 — 1988
B.S., Finance
Archbishop Williams High School
NEPC May 2011 - Present
LightKeeper Advisors January 2011 - May 2011
UBP Asset Management October 2009 - November 2010
Harvard Management Company November 1992 - October 2009
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
M.B.A.
Bentley University 1985 — 1988
B.S., Finance
Archbishop Williams High School
Brian Moreira's NEPC Experience August 2001 - August 2012
Job Vice President, Performance & Analytics Manager at State Street
Industry Financial Services
Experience
State Street September 2012 - Present
NEPC August 2001 - August 2012
Citizens Financial Group 1999 - 2001
Education
Suffolk University - Sawyer Business School 1996 — 2001
BSBA, Finance, Computer Information Systems
State Street September 2012 - Present
NEPC August 2001 - August 2012
Citizens Financial Group 1999 - 2001
Education
Suffolk University - Sawyer Business School 1996 — 2001
BSBA, Finance, Computer Information Systems
Teddy Lamade's NEPC Experience May 2012 - August 2012
Job Associate Portfolio Manager at Brown Advisory
Industry Investment Management
Experience
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Christopher Matteini's NEPC Experience August 2012 - June 2014
Job Absolute Return Staff at The Investment Fund for Foundations
Industry Investment Management
Experience
The Investment Fund for Foundations July 2014 - Present
NEPC August 2012 - June 2014
Alcatel-Lucent Investment Management Corp. March 2008 - August 2012
Weiss Investment Management Services October 2005 - December 2007
Cushman & Wakefield March 2003 - July 2004
Skills
Investments, Private Equity, Hedge Funds, Portfolio Management, Due Diligence, Strategy
Education
Harvard University 1998 — 2002
AB, Psychology
National University of Ireland
The Investment Fund for Foundations July 2014 - Present
NEPC August 2012 - June 2014
Alcatel-Lucent Investment Management Corp. March 2008 - August 2012
Weiss Investment Management Services October 2005 - December 2007
Cushman & Wakefield March 2003 - July 2004
Skills
Investments, Private Equity, Hedge Funds, Portfolio Management, Due Diligence, Strategy
Education
Harvard University 1998 — 2002
AB, Psychology
National University of Ireland
Peter Gerlings, CFA, CAIA's NEPC Experience April 1993 - May 2007
Job Head of Implemented Solutions at Segal Rogerscasey
Industry Investment Management
Experience
Segal Rogerscasey October 2011 - Present
K2 Advisors May 2007 - May 2008
NEPC April 1993 - May 2007
Skills
Investments, Advice & implementation, Database Development, Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Strategies, Fixed Income, Institutional..., Investment Management, Pension Funds, Capital Markets, Databases, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Bloomberg, Pensions, Equities, Investment Advisory, Endowments, Wealth Management, Emerging Markets, Fund Of Funds, Due Diligence
Education
Boston University Graduate School of Management 1988 — 2002
MBA, Economics
University of Nebraska at Omaha 1983 — 1987
BA, French
Segal Rogerscasey October 2011 - Present
K2 Advisors May 2007 - May 2008
NEPC April 1993 - May 2007
Skills
Investments, Advice & implementation, Database Development, Hedge Funds, Alternative Investments, Private Equity, Asset Management, Investment Strategies, Fixed Income, Institutional..., Investment Management, Pension Funds, Capital Markets, Databases, Mutual Funds, Asset Managment, Portfolio Management, Asset Allocation, Bloomberg, Pensions, Equities, Investment Advisory, Endowments, Wealth Management, Emerging Markets, Fund Of Funds, Due Diligence
Education
Boston University Graduate School of Management 1988 — 2002
MBA, Economics
University of Nebraska at Omaha 1983 — 1987
BA, French
Elton Thomaj's NEPC Experience January 2013 - Present
Job Sr. Analyst at NEPC
Industry Financial Services
Experience
NEPC January 2013 - Present
The Eriksen Group, Inc September 2008 - January 2013
Albanian Financial Supervisory Authority February 2005 - July 2008
Education
Aristoteleion Panepistimion Thessalonikis 1999 — 2004
Mathematics, Applied Mathematics
NEPC January 2013 - Present
The Eriksen Group, Inc September 2008 - January 2013
Albanian Financial Supervisory Authority February 2005 - July 2008
Education
Aristoteleion Panepistimion Thessalonikis 1999 — 2004
Mathematics, Applied Mathematics
Edise Schmitz's NEPC Experience 2010 - Present
Job Analyst at NEPC
Industry Investment Management
Experience
NEPC 2010 - Present
BlackRock 2009 - 2010
National Priorities Project 2009 - 2009
Grameen Foundation June 2008 - August 2008
DLT Solutions January 2008 - March 2008
Education
Mount Holyoke College 2005 — 2009
B.A.
Dartmouth College 2007 — 2008
Economics
NEPC 2010 - Present
BlackRock 2009 - 2010
National Priorities Project 2009 - 2009
Grameen Foundation June 2008 - August 2008
DLT Solutions January 2008 - March 2008
Education
Mount Holyoke College 2005 — 2009
B.A.
Dartmouth College 2007 — 2008
Economics
Bart Holl's NEPC Experience September 2010 - February 2012
Job Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management April 2015 - Present
Provident Healthcare Partners, LLC March 2012 - March 2015
NEPC September 2010 - February 2012
Chartis January 2010 - September 2010
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Bloomberg, Investments, Due Diligence, Investment Banking, Corporate Finance, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Financial Markets
Education
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Finance, Entrepreneurship
Loomis 2001 — 2005
Brookfield Asset Management April 2015 - Present
Provident Healthcare Partners, LLC March 2012 - March 2015
NEPC September 2010 - February 2012
Chartis January 2010 - September 2010
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Bloomberg, Investments, Due Diligence, Investment Banking, Corporate Finance, Hedge Funds, Alternative Investments, Mergers & Acquisitions, Financial Markets
Education
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science, Finance, Entrepreneurship
Loomis 2001 — 2005
Alex Kamunya's NEPC Experience June 2004 - March 2015
Job Investment Manager
Industry Investment Management
Experience
NEPC June 2004 - March 2015
Skills
Alternative Investments, Fund Of Funds, Investment Strategies, Hedge Funds, Investments, Asset Allocation, Capital Markets, Portfolio Management, Equities, Investment Management, Private Equity, Fixed Income, Asset Management, Mutual Funds
Education
Hampshire College
Bachelor of Arts (B.A.), Economics
NEPC June 2004 - March 2015
Skills
Alternative Investments, Fund Of Funds, Investment Strategies, Hedge Funds, Investments, Asset Allocation, Capital Markets, Portfolio Management, Equities, Investment Management, Private Equity, Fixed Income, Asset Management, Mutual Funds
Education
Hampshire College
Bachelor of Arts (B.A.), Economics
Rob Fishman, CFA's NEPC Experience June 1999 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC June 1999 - Present
Skills
Alternative Investments, Investment Advisory, Hedge Funds, Endowments, Investments, Institutional..., Asset Management, Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Pension Funds, Fixed Income, Private Equity, Fund Of Funds
Education
Bentley University 1997 — 1999
MBA
Ithaca College 1990 — 1994
BS, Business
Pingree School 1986 — 1990
NEPC June 1999 - Present
Skills
Alternative Investments, Investment Advisory, Hedge Funds, Endowments, Investments, Institutional..., Asset Management, Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Pension Funds, Fixed Income, Private Equity, Fund Of Funds
Education
Bentley University 1997 — 1999
MBA
Ithaca College 1990 — 1994
BS, Business
Pingree School 1986 — 1990
Fran Beecy's NEPC Experience 1997 - 1999
Job Senior Investment Consultant at The PFE Group
Industry Financial Services
Experience
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
The PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
Fidelity Investments June 2000 - January 2007
NEPC 1997 - 1999
Scudder, Stevens & Clark 1992 - 1995
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, 401k, Asset Management, Financial Services, Alternative Investments, Retirement
Education
Bentley University 1989 — 1991
Masters, Finance
Boston College 1982 — 1985
BS, Marketing
Bedford High School
Konrad Stefanek's NEPC Experience January 2009 - June 2009
Job Investment Banking Power & Utilities M&A at Scotiabank
Industry Investment Banking
Experience
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Jeffrey Ernsting's NEPC Experience June 2009 - August 2009
Job
Industry Venture Capital & Private Equity
Experience
Tinicum Incorporated August 2013 - Present
Citigroup July 2011 - June 2013
Citigroup June 2010 - August 2010
NEPC June 2009 - August 2009
Skills
Private Equity, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Investments, Investment Banking, Mergers & Acquisitions
Education
Brown University 2007 — 2011
A.B.
Blair Academy 2003 — 2007
Tinicum Incorporated August 2013 - Present
Citigroup July 2011 - June 2013
Citigroup June 2010 - August 2010
NEPC June 2009 - August 2009
Skills
Private Equity, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Investments, Investment Banking, Mergers & Acquisitions
Education
Brown University 2007 — 2011
A.B.
Blair Academy 2003 — 2007
Alissa Howard, CAIA's NEPC Experience March 2011 - Present
Job Research Analyst, Hedge Funds at NEPC
Industry Research
Experience
NEPC March 2011 - Present
French Ministry of Education October 2009 - May 2010
Skills
Customer Service, Administration, Economics, Research, PowerPoint
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., Economics
NEPC March 2011 - Present
French Ministry of Education October 2009 - May 2010
Skills
Customer Service, Administration, Economics, Research, PowerPoint
Education
Hobart and William Smith Colleges 2005 — 2009
B.A., Economics
Daniel W. Rigby, CFA's NEPC Experience February 2011 - February 2013
Job Research Analyst at Henssler Financial
Industry Investment Management
Experience
Henssler Financial November 2014 - Present
Northern Trust February 2013 - November 2014
NEPC February 2011 - February 2013
FGCU & The Charles G. Koch Foundation February 2009 - July 2010
Skills
Portfolio Management, Asset Allocation, Microsoft Excel, Quantitative Analytics
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science, Finance, Economics
University of South Florida 2005 — 2006
Economics
Henssler Financial November 2014 - Present
Northern Trust February 2013 - November 2014
NEPC February 2011 - February 2013
FGCU & The Charles G. Koch Foundation February 2009 - July 2010
Skills
Portfolio Management, Asset Allocation, Microsoft Excel, Quantitative Analytics
Education
Florida Gulf Coast University 2006 — 2010
Bachelor of Science, Finance, Economics
University of South Florida 2005 — 2006
Economics
John Lutz's NEPC Experience February 2015 - May 2015
Job Research Associate at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC May 2015 - Present
NEPC February 2015 - May 2015
NEPC December 2013 - February 2015
BNY Mellon October 2012 - November 2013
Willowbrooke Spirit Shoppe June 2011 - August 2012
Innovative Inflatables June 2008 - July 2012
Bowditch & Dewey, LLP January 2011 - May 2011
Creative Dimensions June 2008 - July 2008
Skills
Client Service Oriented, Business Development, B2B sales, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, Market Research, B2B, Marketing, Social Media Marketing, Spanish, Online Marketing, Social Media, Event Planning, Research, Finance, Public Speaking, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Xavier High School 2004 — 2008
Regents Diploma, General Studies
NEPC, LLC May 2015 - Present
NEPC February 2015 - May 2015
NEPC December 2013 - February 2015
BNY Mellon October 2012 - November 2013
Willowbrooke Spirit Shoppe June 2011 - August 2012
Innovative Inflatables June 2008 - July 2012
Bowditch & Dewey, LLP January 2011 - May 2011
Creative Dimensions June 2008 - July 2008
Skills
Client Service Oriented, Business Development, B2B sales, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, MS Excel Pivot Tables, Market Research, B2B, Marketing, Social Media Marketing, Spanish, Online Marketing, Social Media, Event Planning, Research, Finance, Public Speaking, Financial Analysis
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Xavier High School 2004 — 2008
Regents Diploma, General Studies
Bill Elcock's NEPC Experience August 2012 - February 2014
Job Research Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC February 2014 - Present
NEPC August 2012 - February 2014
College of the Holy Cross June 2011 - May 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
NEPC, LLC February 2014 - Present
NEPC August 2012 - February 2014
College of the Holy Cross June 2011 - May 2012
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (B.A.), Economics
Edward J ODonnell III, CFA, CAIA's NEPC Experience 2008 - 2011
Job Director, Head of Liquid Real Assets Americas GCG at Deutsche Asset and Wealth Management
Industry Investment Management
Experience
NEPC 2008 - 2011
Wellington Management 2003 - 2008
Wellington Management 1998 - 2003
State Street 1996 - 1998
The Fessenden School 1994 - 1996
Skills
Investor Relations, Marketing, Alternative Investments, Emerging Markets, Consultant Relations, Commodities, Relationship Management, Product Management, Natural Resources, Endowments, Foundations, Pensions, Alternative Assets, Asset Allocation, New Business Development, Series 7, Series 63, CAIA, Private Equity, Product Development, Relationship Marketing, Superior Client Service, Chartered Financial..., Institutional Investors, Presentations, New Business Generation, Thought Leadership, Strategic Consulting, Capital Markets, Solution Development, Solutions Marketing, Institutional..., Investment Management, Investments, Due Diligence, Strategy, Fund Of Funds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Investment Strategies, Management, Financial Services, Securities
Education
Sciences Po 1992 — 1994
MSF
Georgetown University 1988 — 1992
BS
NEPC 2008 - 2011
Wellington Management 2003 - 2008
Wellington Management 1998 - 2003
State Street 1996 - 1998
The Fessenden School 1994 - 1996
Skills
Investor Relations, Marketing, Alternative Investments, Emerging Markets, Consultant Relations, Commodities, Relationship Management, Product Management, Natural Resources, Endowments, Foundations, Pensions, Alternative Assets, Asset Allocation, New Business Development, Series 7, Series 63, CAIA, Private Equity, Product Development, Relationship Marketing, Superior Client Service, Chartered Financial..., Institutional Investors, Presentations, New Business Generation, Thought Leadership, Strategic Consulting, Capital Markets, Solution Development, Solutions Marketing, Institutional..., Investment Management, Investments, Due Diligence, Strategy, Fund Of Funds, Fixed Income, Mutual Funds, Asset Management, Bloomberg, Equities, Investment Strategies, Management, Financial Services, Securities
Education
Sciences Po 1992 — 1994
MSF
Georgetown University 1988 — 1992
BS
Jeff Pickett's NEPC Experience September 2009 - November 2012
Job Head of Public Markets & Asset Allocation at Chrysler
Industry Investment Management
Experience
FCA - North America November 2012 - Present
NEPC September 2009 - November 2012
Skills
High Net Worth Clients, Healthcare Consulting, Endowments & Foundations, Portfolio Management, Insurance Offshore...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rose-Hulman Institute of Technology
BS, Electrical Engr.
Yale University
MS, Applied Science & Engr.
FCA - North America November 2012 - Present
NEPC September 2009 - November 2012
Skills
High Net Worth Clients, Healthcare Consulting, Endowments & Foundations, Portfolio Management, Insurance Offshore...
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rose-Hulman Institute of Technology
BS, Electrical Engr.
Yale University
MS, Applied Science & Engr.
Ray Dame's NEPC Experience 2012 - 2014
Job Senior Consultant at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC May 2012 - March 2014
NEPC 2012 - 2014
ING/CitiStreet/State Street 1994 - April 2012
Skills
Portfolio Management, Sales, Relationship Management, Financial Services, Pensions, 401k, Investments, Risk Management, Series 6, Mutual Funds, Asset Management, Asset Allocation, Retirement, Wealth Management, Series 7
Education
Boston University 1987 — 1990
M.S., Marketing
Boston University 1981 — 1985
B.S.B.A, Business Admin/Finance
NEPC, LLC May 2012 - March 2014
NEPC 2012 - 2014
ING/CitiStreet/State Street 1994 - April 2012
Skills
Portfolio Management, Sales, Relationship Management, Financial Services, Pensions, 401k, Investments, Risk Management, Series 6, Mutual Funds, Asset Management, Asset Allocation, Retirement, Wealth Management, Series 7
Education
Boston University 1987 — 1990
M.S., Marketing
Boston University 1981 — 1985
B.S.B.A, Business Admin/Finance
liz cronin-melin's NEPC Experience 2009 - Present
Job special education teacher
Industry Education Management
Experience
NEPC 2009 - Present
Education
Colby-Sawyer College 1993 — 1997
education
NEPC 2009 - Present
Education
Colby-Sawyer College 1993 — 1997
education
Allison Haar's NEPC Experience November 2008 - Present
Job Director, The Dorothea Advocacy Project
Industry Law Practice
Experience
The Dorothea Advocacy Project August 2013 - Present
NEPC November 2008 - Present
Regeneration Tattoo January 2007 - Present
Committee for Public Counsel Services, Mental Health Division September 2012 - May 2013
Kempthorne Law May 2012 - January 2013
Committee for Public Counsel Services September 2012 - December 2012
Phenomenarts September 2007 - September 2009
Voicesignal Technologies May 2005 - September 2007
Education
New England School of Law 2008 — 2013
Juris Doctor, 3.34
Emerson College 2001 — 2005
Bachelor's degree, Communication and Media Studies, 3.8
The Dorothea Advocacy Project August 2013 - Present
NEPC November 2008 - Present
Regeneration Tattoo January 2007 - Present
Committee for Public Counsel Services, Mental Health Division September 2012 - May 2013
Kempthorne Law May 2012 - January 2013
Committee for Public Counsel Services September 2012 - December 2012
Phenomenarts September 2007 - September 2009
Voicesignal Technologies May 2005 - September 2007
Education
New England School of Law 2008 — 2013
Juris Doctor, 3.34
Emerson College 2001 — 2005
Bachelor's degree, Communication and Media Studies, 3.8
Gabriela Ziritt-Hauser's NEPC Experience June 2008 - February 2010
Job Performance & Analytics OfficerManager at State Street Bank
Industry Financial Services
Experience
State Street October 2012 - Present
State Street March 2010 - October 2012
NEPC June 2008 - February 2010
NETUNO Corporation June 2000 - February 2002
Skills
Bloomberg, Financial Modeling, Risk Management, SPSS, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Equities, Quantitative Analytics, Morningstar, Mutual Funds, Investments, Analytics
Education
Bentley University 2007 — 2008
MS in Quantitative Finance, Business
State Street October 2012 - Present
State Street March 2010 - October 2012
NEPC June 2008 - February 2010
NETUNO Corporation June 2000 - February 2002
Skills
Bloomberg, Financial Modeling, Risk Management, SPSS, Hedge Funds, Alternative Investments, Fixed Income, Equity Research, Equities, Quantitative Analytics, Morningstar, Mutual Funds, Investments, Analytics
Education
Bentley University 2007 — 2008
MS in Quantitative Finance, Business
Nadia Fishgal's NEPC Experience July 2008 - July 2009
Job
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital June 2010 - June 2012
NEPC July 2008 - July 2009
Merrill Lynch July 2007 - December 2007
Skills
Microsoft Excel
Education
Harvard University 2009 — 2010
Post Baccalaureate Health Program
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration
Brigham and Women's Hospital June 2010 - June 2012
NEPC July 2008 - July 2009
Merrill Lynch July 2007 - December 2007
Skills
Microsoft Excel
Education
Harvard University 2009 — 2010
Post Baccalaureate Health Program
Northeastern University 2005 — 2009
Bachelor of Science, Business Administration
Jordan Wyatt's NEPC Experience September 2013 - August 2015
Job Analyst at Grosvenor Capital Management
Industry Investment Management
Experience
Grosvenor Capital Management September 2015 - Present
NEPC September 2013 - August 2015
Student August 2009 - June 2013
Mesirow Financial June 2012 - August 2012
Wood Asset Management May 2012 - June 2012
Titanium Asset Management June 2011 - August 2011
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Economics & Political Science
Grosvenor Capital Management September 2015 - Present
NEPC September 2013 - August 2015
Student August 2009 - June 2013
Mesirow Financial June 2012 - August 2012
Wood Asset Management May 2012 - June 2012
Titanium Asset Management June 2011 - August 2011
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Economics & Political Science
Hui Yi Zhou's NEPC Experience October 2011 - August 2012
Job Student at College of the Holy Cross
Industry Financial Services
Experience
NEPC October 2011 - August 2012
Skills
Microsoft Excel
Education
College of the Holy Cross 2012 — 2016
NEPC October 2011 - August 2012
Skills
Microsoft Excel
Education
College of the Holy Cross 2012 — 2016
William Andrade's NEPC Experience 1998 - 2000
Job Global Head of Client Reporting Portfolio Solutions at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets March 2001 - Present
Strategic Investment Solutions 2000 - 2001
NEPC 1998 - 2000
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Investments, Portfolio Management, Bloomberg, Financial Analysis, Derivatives, Banking, Asset Management, Securities, Risk Management, Business Analysis, Relationship Management, Financial Modeling, Microsoft Excel, Capital Markets, Finance
Education
Bridgewater State University 1995 — 1998
Bachelor of Science (BS), Finance, General
State Street Global Markets March 2001 - Present
Strategic Investment Solutions 2000 - 2001
NEPC 1998 - 2000
Skills
Mutual Funds, Equities, Fixed Income, Financial Services, Investments, Portfolio Management, Bloomberg, Financial Analysis, Derivatives, Banking, Asset Management, Securities, Risk Management, Business Analysis, Relationship Management, Financial Modeling, Microsoft Excel, Capital Markets, Finance
Education
Bridgewater State University 1995 — 1998
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY