NEPC Company
Industry: Company
DescriptionFounded: 1986 CFO: Matt Lombardi (Principal) CTO: Devan F. Dewey (Principal) Subsidiary: Nepc, Llc, Asset Management Arm
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NEPC Employees
Employee
Years
Job
Industry
Todd LaRochelle Todd LaRochelle's NEPC Experience March 2013 - September 2013
Job Staff Accountant at The ASNY Company, LLC
Industry Accounting
Experience
The ASNY Company, LLC December 2014 - Present
In-N-Out Burger August 2006 - Present
Downtown Project January 2014 - September 2014
Valtus Capital Group November 2013 - January 2014
NEPC March 2013 - September 2013
Station Casinos May 2012 - June 2012
Merrill Lynch January 2012 - May 2012
Skills
Customer Service, Microsoft Office, Excel, Team Building, Word, Social Media Marketing, PowerPoint, Budgeting, Customer Relations, Teamwork, Problem Solving, Microsoft Excel, Microsoft Word, Finance, Auditing, Data Analysis, Budgets, Accounting, Marketing, Program Management, Management, Leadership, Training, Financial Analysis, Investments, Analysis, Event Planning, Inventory Management, Time Management, Team Leadership, Strategic Planning, Social Media, Sales, Research, Public Speaking, Process Improvement, Outlook, Operations Management, Negotiation, Market Research, Banking, Human Resources, Payroll, Project Planning, Social Networking, Customer Satisfaction, Data Entry, QuickBooks, CRM, Portfolio Management
Education
University of Nevada-Las Vegas 2008 — 2012
BSBA, Finance
The ASNY Company, LLC December 2014 - Present
In-N-Out Burger August 2006 - Present
Downtown Project January 2014 - September 2014
Valtus Capital Group November 2013 - January 2014
NEPC March 2013 - September 2013
Station Casinos May 2012 - June 2012
Merrill Lynch January 2012 - May 2012
Skills
Customer Service, Microsoft Office, Excel, Team Building, Word, Social Media Marketing, PowerPoint, Budgeting, Customer Relations, Teamwork, Problem Solving, Microsoft Excel, Microsoft Word, Finance, Auditing, Data Analysis, Budgets, Accounting, Marketing, Program Management, Management, Leadership, Training, Financial Analysis, Investments, Analysis, Event Planning, Inventory Management, Time Management, Team Leadership, Strategic Planning, Social Media, Sales, Research, Public Speaking, Process Improvement, Outlook, Operations Management, Negotiation, Market Research, Banking, Human Resources, Payroll, Project Planning, Social Networking, Customer Satisfaction, Data Entry, QuickBooks, CRM, Portfolio Management
Education
University of Nevada-Las Vegas 2008 — 2012
BSBA, Finance
Elias Shliyan Elias Shliyan's NEPC Experience May 2013 - September 2013
Job Finance Professional
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan January 2014 - June 2014
NEPC May 2013 - September 2013
CFA Institute October 2012 - June 2013
University of Nevada Las Vegas September 2012 - June 2013
Education
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Finance, 3.92
J.P. Morgan June 2014 - Present
J.P. Morgan January 2014 - June 2014
NEPC May 2013 - September 2013
CFA Institute October 2012 - June 2013
University of Nevada Las Vegas September 2012 - June 2013
Education
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Finance, 3.92
Joel E. Nelson Joel E. Nelson's NEPC Experience February 2012 - August 2012
Job Director of New Product Development, Investment Banking Associate
Industry Financial Services
Experience
Valtus Capital Group July 2014 - Present
Method Communications January 2014 - April 2014
The Lassonde Institute September 2012 - April 2014
Best Buy May 2013 - August 2013
NEPC February 2012 - August 2012
NMD, Inc June 2003 - February 2012
Bristlecone Equity April 2005 - October 2008
Skills
New Business Development, Entrepreneurship, Business Strategy, Financial Analysis, Financial Modeling, Portfolio Management, Asset Allocation, Equity Research, Alternative Investments, Private Equity, Microsoft Excel, PowerPoint, Finance, Investments, Strategy, Analytics, Start-ups, Asset Management, Analysis, Valuation, Management, Cross-functional Team..., Due Diligence
Education
University of Utah - David Eccles School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
UNLV 2008 — 2012
Bachelor of Science (BS), Finance, Portfolio Mgmt, Alternative Investments
Valtus Capital Group July 2014 - Present
Method Communications January 2014 - April 2014
The Lassonde Institute September 2012 - April 2014
Best Buy May 2013 - August 2013
NEPC February 2012 - August 2012
NMD, Inc June 2003 - February 2012
Bristlecone Equity April 2005 - October 2008
Skills
New Business Development, Entrepreneurship, Business Strategy, Financial Analysis, Financial Modeling, Portfolio Management, Asset Allocation, Equity Research, Alternative Investments, Private Equity, Microsoft Excel, PowerPoint, Finance, Investments, Strategy, Analytics, Start-ups, Asset Management, Analysis, Valuation, Management, Cross-functional Team..., Due Diligence
Education
University of Utah - David Eccles School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
UNLV 2008 — 2012
Bachelor of Science (BS), Finance, Portfolio Mgmt, Alternative Investments
Christopher Levell Christopher Levell's NEPC Experience March 2005 - Present
Job Partner at NEPC
Industry Investment Management
Experience
NEPC March 2005 - Present
Mercer December 1987 - March 2005
Allstate June 1986 - December 1987
Skills
Defined Benefit, Pension Funds, Defined Contribution, Pensions, ERISA, Alternative Investments, Hedge Funds, Investment Strategies, Fund Of Funds, Asset Allocation, 401k, Investments, Investment Advisory, Asset Managment, Private Equity, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Fixed Income, Investment Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (BS), Actuarial Science
NEPC March 2005 - Present
Mercer December 1987 - March 2005
Allstate June 1986 - December 1987
Skills
Defined Benefit, Pension Funds, Defined Contribution, Pensions, ERISA, Alternative Investments, Hedge Funds, Investment Strategies, Fund Of Funds, Asset Allocation, 401k, Investments, Investment Advisory, Asset Managment, Private Equity, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Fixed Income, Investment Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (BS), Actuarial Science
Gary Wyniemko Gary Wyniemko's NEPC Experience January 2013 - Present
Job Consultant at NEPC
Industry Investment Management
Experience
NEPC January 2013 - Present
NEPC June 2011 - December 2012
Henry Ford Health System September 2006 - June 2011
Dura Automotive Systems, Inc June 2005 - September 2006
H&R Block Financial Advisors February 2001 - July 2004
Skills
Portfolio Management, Securities, Asset Allocation, Investments, Due Diligence, Microsoft Excel, Mutual Funds, Accounting, Valuation, Alternative Investments, Financial Reporting, Banking, Cash Management
Education
University of Michigan-Dearborn 2006 — 2008
MBA, Finance
University of Michigan-Dearborn 1996 — 2000
BBA, Finance
NEPC January 2013 - Present
NEPC June 2011 - December 2012
Henry Ford Health System September 2006 - June 2011
Dura Automotive Systems, Inc June 2005 - September 2006
H&R Block Financial Advisors February 2001 - July 2004
Skills
Portfolio Management, Securities, Asset Allocation, Investments, Due Diligence, Microsoft Excel, Mutual Funds, Accounting, Valuation, Alternative Investments, Financial Reporting, Banking, Cash Management
Education
University of Michigan-Dearborn 2006 — 2008
MBA, Finance
University of Michigan-Dearborn 1996 — 2000
BBA, Finance
Edwin Castillo Edwin Castillo's NEPC Experience June 2011 - March 2012
Job Financial Institutions Examiner at State of Nevada
Industry Financial Services
Experience
State of Nevada June 2013 - Present
NEPC June 2011 - March 2012
Northwestern Mutual March 2010 - October 2010
Bank of America October 2006 - March 2010
Applied Analysis June 2006 - August 2006
Allstate Insurance March 2005 - June 2005
Skills
Asset Allocation, Mutual Funds, Investments, Morningstar, Portfolio Performance..., Portfolio Management, Finance, Capital Markets, Analysis, Asset Management, Accounting, Banking
Education
University of Nevada-Las Vegas - College of Business 2006 — 2010
BSBA, Finance
State of Nevada June 2013 - Present
NEPC June 2011 - March 2012
Northwestern Mutual March 2010 - October 2010
Bank of America October 2006 - March 2010
Applied Analysis June 2006 - August 2006
Allstate Insurance March 2005 - June 2005
Skills
Asset Allocation, Mutual Funds, Investments, Morningstar, Portfolio Performance..., Portfolio Management, Finance, Capital Markets, Analysis, Asset Management, Accounting, Banking
Education
University of Nevada-Las Vegas - College of Business 2006 — 2010
BSBA, Finance
Donald A McHenry III Donald A McHenry III's NEPC Experience January 2011 - August 2011
Job Senior Business Analyst at Morningstar
Industry Computer Software
Experience
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Kevin Cress Kevin Cress's NEPC Experience May 2012 - Present
Job Senior Consultant at NEPC
Industry Financial Services
Experience
NEPC May 2012 - Present
Hewitt EnnisKnupp December 2006 - May 2012
The 401(k) Company August 2000 - December 2006
Risk 100 January 2000 - August 2000
Skills
Pensions, HR Consulting, Investment Advisory, Financial Advisory, Institutional Clients, Risk Management, Institutional..., Defined Benefit, Alternative Investments, Securities, Leadership, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
University of California, San Diego 1991 — 1994
BA, Economics
NEPC May 2012 - Present
Hewitt EnnisKnupp December 2006 - May 2012
The 401(k) Company August 2000 - December 2006
Risk 100 January 2000 - August 2000
Skills
Pensions, HR Consulting, Investment Advisory, Financial Advisory, Institutional Clients, Risk Management, Institutional..., Defined Benefit, Alternative Investments, Securities, Leadership, Investment Strategies, Portfolio Management, Asset Allocation
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
University of California, San Diego 1991 — 1994
BA, Economics
Jason Gerda's NEPC Experience January 2009 - December 2012
Job Consultant at NEPC
Industry Investment Management
Experience
NEPC, LLC January 2013 - Present
NEPC January 2009 - December 2012
NEPC March 2005 - September 2010
Skills
Alternative Investments, Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
NEPC, LLC January 2013 - Present
NEPC January 2009 - December 2012
NEPC March 2005 - September 2010
Skills
Alternative Investments, Investments, Equities, Hedge Funds, Fixed Income, Asset Management, Mutual Funds, Asset Allocation, Bloomberg, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Myles Meserve Myles Meserve's NEPC Experience June 2011 - August 2011
Job Senior Analyst at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors March 2015 - Present
Rocaton Investment Advisors July 2013 - February 2015
Business Insider June 2012 - August 2012
NEPC June 2011 - August 2011
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rocaton Investment Advisors March 2015 - Present
Rocaton Investment Advisors July 2013 - February 2015
Business Insider June 2012 - August 2012
NEPC June 2011 - August 2011
Education
Union College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Dennis Miner's NEPC Experience March 2013 - October 2014
Job Founder, Miner Partners, LLC
Industry Investment Management
Experience
Miner Partners, LLC November 2014 - Present
NEPC March 2013 - October 2014
Delegate Advisors March 2010 - May 2012
Morgan Creek Capital Management April 2004 - March 2010
Credit Suisse August 2000 - October 2002
Donaldson, Lufkin & Jenrette August 1994 - August 2000
Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Miner Partners, LLC November 2014 - Present
NEPC March 2013 - October 2014
Delegate Advisors March 2010 - May 2012
Morgan Creek Capital Management April 2004 - March 2010
Credit Suisse August 2000 - October 2002
Donaldson, Lufkin & Jenrette August 1994 - August 2000
Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Jakob Tobler's NEPC Experience August 2012 - May 2014
Job Junior Analyst at Tortoise Capital Advisors
Industry Financial Services
Experience
Tortoise Capital Advisors June 2015 - Present
Hanson Wells Partners August 2014 - May 2015
Westwood Holdings Group, Inc. June 2014 - July 2014
NEPC August 2012 - May 2014
Allegiant Air June 2011 - August 2012
University of Nevada Las Vegas January 2009 - May 2012
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master’s Degree, Finance
University of Nevada-Las Vegas 2008 — 2012
Bachelor’s Degree, Business Administration
Tortoise Capital Advisors June 2015 - Present
Hanson Wells Partners August 2014 - May 2015
Westwood Holdings Group, Inc. June 2014 - July 2014
NEPC August 2012 - May 2014
Allegiant Air June 2011 - August 2012
University of Nevada Las Vegas January 2009 - May 2012
The Church of Jesus Christ of Latter-day Saints October 2006 - October 2008
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master’s Degree, Finance
University of Nevada-Las Vegas 2008 — 2012
Bachelor’s Degree, Business Administration
Daniel LeBeau's NEPC Experience January 2011 - Present
Job Consultant at NEPC
Industry Financial Services
Experience
NEPC January 2011 - Present
NEPC January 2009 - December 2010
NEPC January 2007 - December 2008
NEPC November 2005 - December 2006
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
NEPC January 2011 - Present
NEPC January 2009 - December 2010
NEPC January 2007 - December 2008
NEPC November 2005 - December 2006
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Ashli Aslin's NEPC Experience 2007 - September 2013
Job Analyst at NEPC
Industry Financial Services
Experience
NEPC 2007 - September 2013
South Carolina Retirement System Investment Commission April 2004 - October 2007
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Asset Management, Fixed Income
Education
University of South Carolina - The Moore School of Business 2003 — 2006
MBA, International Business
Vanderbilt University 1998 — 2001
NEPC 2007 - September 2013
South Carolina Retirement System Investment Commission April 2004 - October 2007
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Asset Management, Fixed Income
Education
University of South Carolina - The Moore School of Business 2003 — 2006
MBA, International Business
Vanderbilt University 1998 — 2001
Sebastian Grzejka's NEPC Experience February 2005 - Present
Job Consultant at NEPC
Industry Financial Services
Experience
NEPC February 2005 - Present
Skills
Alternative Investments, Pension Funds, Hedge Funds, Investments, Private Equity, Investment Strategies, Asset Management, Fixed Income, Mutual Funds, Asset Allocation, Equities, Capital Markets
Education
University of Massachusetts Lowell 2000 — 2004
BS, Business Administration
NEPC February 2005 - Present
Skills
Alternative Investments, Pension Funds, Hedge Funds, Investments, Private Equity, Investment Strategies, Asset Management, Fixed Income, Mutual Funds, Asset Allocation, Equities, Capital Markets
Education
University of Massachusetts Lowell 2000 — 2004
BS, Business Administration
Jack Brodsky, CFA's NEPC Experience April 2012 - Present
Job Senior Analyst at NEPC
Industry Financial Services
Experience
NEPC April 2012 - Present
Wells Fargo August 2006 - March 2012
Education
University of North Carolina at Chapel Hill
B.A., Economics
NEPC April 2012 - Present
Wells Fargo August 2006 - March 2012
Education
University of North Carolina at Chapel Hill
B.A., Economics
Paul Kerry's NEPC Experience June 2009 - Present
Job Senior Consultant, NEPC, LLC
Industry Financial Services
Experience
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
NEPC June 2009 - Present
Fidelity Investments June 2006 - February 2009
Charles Schwab 2003 - 2006
Fidelity Investments 2003 - 2003
Tofias PC 2003 - 2003
Watson Wyatt 2000 - 2002
Watson Wyatt 1992 - 2000
Watson Wyatt 1977 - 1992
Skills
Defined Contribution, ERISA, Retirement, Defined Benefit, Employee Benefits
Education
University of Massachusetts Lowell 1973 — 1977
BS, Mathematics
Weston Tompkins, CFA's NEPC Experience 1994 - 1996
Job Investor Relations North America at Securis Investment Partners LLP
Industry Investment Management
Experience
Securis Investment Partners LLP April 2013 - Present
Towers Watson Investment Services February 2011 - March 2013
Towers Watson Investment Services January 2010 - February 2011
Watson Wyatt Investment Consulting September 2006 - December 2009
Hewitt Investment Group August 1996 - August 2006
NEPC 1994 - 1996
The Principal/ EGT 1993 - 1994
U.S. Army and Florida Army National Guard May 1987 - May 1993
Skills
Pension Funds, Defined Benefit, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, ALM, Equities, Fixed Income, Mutual Funds, Risk Management
Education
University of Florida - Warrington College Of Business 1989 — 1993
BSBA, Finance, Economics
Securis Investment Partners LLP April 2013 - Present
Towers Watson Investment Services February 2011 - March 2013
Towers Watson Investment Services January 2010 - February 2011
Watson Wyatt Investment Consulting September 2006 - December 2009
Hewitt Investment Group August 1996 - August 2006
NEPC 1994 - 1996
The Principal/ EGT 1993 - 1994
U.S. Army and Florida Army National Guard May 1987 - May 1993
Skills
Pension Funds, Defined Benefit, Pensions, Investment Strategies, Investments, Alternative Investments, Investment Management, Asset Managment, Hedge Funds, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, ALM, Equities, Fixed Income, Mutual Funds, Risk Management
Education
University of Florida - Warrington College Of Business 1989 — 1993
BSBA, Finance, Economics
Daniel Felitte's NEPC Experience 2011 - Present
Job Senior Analyst at NEPC
Industry Financial Services
Experience
NEPC 2011 - Present
Skills
Alternative Investments, Bloomberg, Asset Allocation, Hedge Funds, Morningstar, Performance Attribution, Fixed Income, Portfolio Management, Equities, Investment Strategies, Fund Of Funds, Mutual Funds
Education
University of Massachusetts, Amherst 2006 — 2009
BA, Economics
NEPC 2011 - Present
Skills
Alternative Investments, Bloomberg, Asset Allocation, Hedge Funds, Morningstar, Performance Attribution, Fixed Income, Portfolio Management, Equities, Investment Strategies, Fund Of Funds, Mutual Funds
Education
University of Massachusetts, Amherst 2006 — 2009
BA, Economics
Martin Coughlin's NEPC Experience June 2005 - October 2007
Job Principal Consultant Relations at Robeco
Industry Investment Management
Experience
Boston Partners May 2011 - Present
Standish Mellon Asset Management October 2007 - May 2011
NEPC June 2005 - October 2007
NEPC June 2001 - June 2005
NEPC January 2000 - June 2001
Skills
Alternative Investments
Education
University of Massachusetts Boston
BA, Economics
Boston Partners May 2011 - Present
Standish Mellon Asset Management October 2007 - May 2011
NEPC June 2005 - October 2007
NEPC June 2001 - June 2005
NEPC January 2000 - June 2001
Skills
Alternative Investments
Education
University of Massachusetts Boston
BA, Economics
Glenn Ginish II's NEPC Experience May 2013 - August 2013
Job Performance Analyst
Industry Financial Services
Experience
NEPC May 2013 - August 2013
State Street Bank April 2010 - May 2013
State Street Bank July 2008 - April 2010
State Street Bank October 2006 - July 2008
State Street Bank June 2005 - October 2006
Skills
Performance Measurement, Back Office, Middle Office, High Performance..., DST, Microsoft Office
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Economics
NEPC May 2013 - August 2013
State Street Bank April 2010 - May 2013
State Street Bank July 2008 - April 2010
State Street Bank October 2006 - July 2008
State Street Bank June 2005 - October 2006
Skills
Performance Measurement, Back Office, Middle Office, High Performance..., DST, Microsoft Office
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY