NEPC, LLC

Industry: Company

Description

Founded: 1986 CFO: Matt Lombardi (Principal) CTO: Devan F. Dewey (Principal) Subsidiary: Nepc, Llc, Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportNEPCWebsiteDirections Saved (0) Saved Save Investment company in Boston, Massachusetts Address: 255 State St, Boston, MA 02109 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 374-1300Category: : : : : : Website: : Place name: Website: http://www.nepc.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of NEPC Posting publicly on the Web Write a review Reviews Be the first to review

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NEPC, LLC Employees

Employee
Years
Job
Industry
Seth Goldman Seth Goldman Needham, Massachusetts Details
Seth Goldman's NEPC, LLC Experience September 2015 - Present
Job Performance Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   September 2015 - Present
Mayflower Advisors   June 2014 - August 2014
ITNAmerica  May 2013 - August 2013
SRG Landscaping and Co.   April 2009 - August 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service

Education
University of Delaware - Lerner College of Business and Economics   2011 — 2015
Bachelor's degree, Finance

Needham High School   2007 — 2011

Julia Dubovy Julia Dubovy Boston, Massachusetts Details
Julia Dubovy's NEPC, LLC Experience March 2014 - Present
Job Executive Assistant at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   March 2014 - Present
BayNorth Capital LLC   1998 - 2013
Strategic Outsourcing   1990 - 1997

Education
University of Massachusetts, Amherst
Bachelor of Fine Arts (BFA)

William Forde, CAIA William Forde, CAIA Greater Boston Area Details
William Forde, CAIA's NEPC, LLC Experience February 2011 - Present
Job Senior Analyst
Industry Financial Services
Experience
NEPC, LLC   February 2011 - Present
Brown Brothers Harriman  July 2009 - January 2011

Education
Tufts University   2005 — 2009
Economics

Latonya Bell Latonya Bell Las Vegas, Nevada Area Details
Latonya Bell's NEPC, LLC Experience 2014 - Present
Job Administrative Assistant
Industry Consumer Services
Experience
NEPC, LLC   2014 - Present
NEPC, LLC   2014 - Present

Skills
Customer Service, Microsoft Excel, Marketing, Event Planning, Event Management, Social Networking, Marketing Strategy, Social Media Marketing, Training, Public Relations, Advertising, Budgets, Business Process..., Customer Satisfaction, Strategic Planning, Time Management, Management

Education
Kaplan University
A.S. Degree, Legal Assistant/Paralegal

Ksenia Kolchatova Ksenia Kolchatova Naperville, Illinois Details
Ksenia Kolchatova's NEPC, LLC Experience February 2011 - January 2012
Job Administrative Assistant
Industry Investment Management
Experience
Guggenheim Partners  February 2012 - July 2012
NEPC, LLC   February 2011 - January 2012
General Motors  November 2009 - July 2010
General Motors  April 2008 - October 2009

Skills
Training, ISO, Process Improvement, Lotus Notes, Internal Audit, Microsoft Excel, Team Building, Auditing, Iso 9000, Business Planning, Budgets, Kaizen, Administrative..., Factory, Quality System, Microsoft Office, Project Planning, Purchasing, Lean Manufacturing, SAP, Business Process..., Six Sigma, 5S, Access, Analysis, Automotive, Continuous Improvement, Data Analysis, Databases, Inventory Management, Leadership, Quality Assurance, Manufacturing, Process Engineering, Quality Control, Quality Management, Root Cause Analysis, Software Documentation, Supervisory Skills, Visio, Procurement

Education
Linguistics University of Nizhny Novgorod (LUNN)   2001 — 2007
Bachelor's degree, English, Teaching

Katarzyna Kasza Katarzyna Kasza Greater Boston Area Details
Katarzyna Kasza's NEPC, LLC Experience June 2015 - Present
Job Performance Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   June 2015 - Present
Accountemps  February 2015 - March 2015
The Tau Chapter of Latinas Promoviendo Comunidad/Lambda Pi Chi Sorority, Inc.   February 2012 - June 2014
Union College Alumni Gym   September 2010 - June 2014
Multicultural Greek Council  January 2013 - January 2014

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, English, Research, Windows, Team Leadership, Time Management, Leadership, Statistics, Statistical Data..., Statistical Software, Multivariate Statistics, Statistical Reporting, Mathematics, Mathematical Analysis, Spanish Literature, Project Delivery, Android

Education
Union College   2010 — 2014
Bachelor's of Science (B.S), Mathematics

Richard Kurdi Richard Kurdi Greater Boston Area Details
Richard Kurdi's NEPC, LLC Experience December 2014 - Present
Job Business Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   December 2014 - Present
State Street  December 2013 - December 2014
Citigroup  August 2011 - December 2013
State Street  October 2010 - August 2011
State Street  June 2008 - October 2010
Alpha Management Corp   October 2007 - June 2008

Skills
VBA, SQL, Excel, Access, SharePoint, Spotfire, Bloomberg Terminal, Financial Modeling, Financial Analysis, Business Analysis, Data Analysis, Visual Analytics, Fund Accounting, Hedge Funds, Mutual Funds, Lean Initiatives, Business Process..., Investment Operations, Middle Eastern Studies, Political Philosophy, Corporate Finance, Microsoft Excel, Investments, Fixed Income, Bloomberg, Equities, Asset Managment, Asset Management, Analysis, Financial Services, Financial Risk

Education
Boston College   2009 — 2010
M.S, Finance

Boston College   2003 — 2007
B.A, Political Science / Middle Eastern and Islamic Studies

Arlington High   1998 — 2002

Brandon Tripodi Brandon Tripodi Los Angeles, California Details
Brandon Tripodi's NEPC, LLC Experience June 2014 - August 2015
Job Currently seeking position in Investment Management
Industry Investment Management
Experience
NEPC, LLC   June 2014 - August 2015
Roger Williams University  September 2013 - January 2014
GAMCO Investors, Inc.   July 2013 - August 2013
Electra Partners   April 2013 - June 2013
Greenwich Associates  June 2012 - August 2012

Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Portfolio Management, Microsoft Word, Microsoft Office, Customer Service, Financial Statements, SDS MarketWatch, Financial Modeling, Financial Accounting, Accounting, Bookkeeping, Financial Reporting, Investments

Education
Roger Williams University   2010 — 2014
Bachelor of Science, Finance, General

University of Westminster
Finance, General

Durontez Washington Durontez Washington Norfolk, Virginia Area Details
Durontez Washington's NEPC, LLC Experience June 2014 - August 2014
Job C/O 2015' Graduate
Industry Financial Services
Experience
Claflin University  October 2014 - May 2015
Alpha Phi Alpha Fraternity Incorporated   March 2014 - March 2015
NEPC, LLC   June 2014 - August 2014
Claflin University  May 2013 - March 2014

Skills
PowerPoint, Social Networking, Public Speaking, Leadership, Time Management, Sales, Research, Microsoft Office, Microsoft Excel, Strategic Planning, Data Analysis, Management, Social Media, Teamwork, Critical Thinking, Customer Service

Education
Claflin University   2011 — 2015
Bachelor's Degree, Business Administration(Concentration Finance)

Abby McLaughlin Abby McLaughlin Boston, Massachusetts Details
Abby McLaughlin's NEPC, LLC Experience June 2015 - Present
Job Performance Analyst at NEPC
Industry Financial Services
Experience
NEPC, LLC   June 2015 - Present
LPL Financial  October 2014 - May 2015
Capital Good Fund  October 2013 - July 2014

Skills
Finance, Salesforce, BNI Mentoring, Debt Management, Budgets, Data Analysis, Economics, Accounting, Microsoft Office, Financial Modeling, Analysis

Education
Providence College   2011 — 2015
Bachelor of Science (BS), Finance

Westhampton Beach High School   2007 — 2011
High School

Stephanie McMurray Stephanie McMurray Greater Boston Area Details
Stephanie McMurray's NEPC, LLC Experience May 2015 - Present
Job Research Associate at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   May 2015 - Present
NEPC, LLC   June 2014 - May 2015
The Cambridge School of Weston  September 2011 - June 2014
Benbrooke Realty Investment Company   June 2010 - August 2010

Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Finance, Payroll

Education
University of Delaware - Lerner College of Business and Economics   2007 — 2011
Bachelor of Science, Finance

Claude Perrier Claude Perrier Boston, Massachusetts Details
Claude Perrier's NEPC, LLC Experience June 1998 - September 2000
Job Director, Investment Advisory Services
Industry Investment Management
Experience
CTC myCFO  March 2004 - Present
Greycourt & Co., Inc   September 2000 - March 2004
NEPC, LLC   June 1998 - September 2000
Claude Perrier & Co.   December 1997 - December 1998
Maine PERS   1985 - 1997

Skills
Certified Public..., Asset Allocation, Alternative Investments, Investments, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Hedge Funds, Equities, High Net Worth..., Wealth Management..., Retirement Planning, Securities, Private Equity

Education
Pace University - Lubin School of Business   1976 — 1979
Master of Business Administration (MBA), Accounting and Finance

Rutgers, The State University of New Jersey-New Brunswick   1970 — 1975
Bachelor of Business Administration (BBA), Business/Managerial Economics

Larissa Davy Larissa Davy Boston, Massachusetts Details
Larissa Davy's NEPC, LLC Experience June 2015 - Present
Job Hedge Fund Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   June 2015 - Present
NEPC, LLC   January 2014 - June 2015
NEPC, LLC   November 2012 - January 2014

Skills
Institutional..., Research, REIT, US Equities, Fixed Income Strategies, Real Estate, Hedge Funds, PerTrac, Morningstar, Bloomberg, Microsoft Excel, Microsoft CRM, SharePoint, Microsoft Office, Silverlight, HTML, CSS, Final Cut Pro, Adobe Creative Suite, Visual Web Developer, Social Media Marketing, Blog Marketing, Management

Education
De Montfort University   2006 — 2009
BA, Film and Media Studies

Lina Zhao, CAIA Lina Zhao, CAIA San Francisco Bay Area Details
Lina Zhao, CAIA's NEPC, LLC Experience March 2012 - Present
Job Senior Analyst at NEPC
Industry Investment Management
Experience
NEPC, LLC   March 2012 - Present
Sambreel Holdings LLC   June 2011 - February 2012
Goldman Sachs  January 2011 - February 2011
RESSET DATA   February 2009 - June 2010
Aktas Group   August 2009 - October 2009
Bank of China  January 2009 - February 2009

Skills
Financial Analysis, Asset Allocation, Financial Modeling, Problem Solving, Business Intelligence, Risk Management, Market Research

Education
Massachusetts Institute of Technology - Sloan School of Management   2010 — 2011
Master, Finance

Tsinghua University   2006 — 2010
Undergraduate, Finance

Chenae L. White Chenae L. White Boston, Massachusetts Details
Chenae L. White's NEPC, LLC Experience August 2014 - Present
Job Consultant for Endowments & Foundations at NEPC
Industry Investment Management
Experience
NEPC, LLC   August 2014 - Present
NEPC, LLC   August 2013 - July 2014
Sovereign's Capital  August 2012 - September 2012
Goldman Sachs  June 2012 - August 2012
PricewaterhouseCoopers  August 2007 - July 2011
General Motors  May 2005 - August 2005

Skills
Financial Services, Investment Management, Management, Financial Analysis, Public Speaking, Leadership, Entrepreneurship, Financial Modeling, Manage Client..., Community Outreach, Corporate Communications, Financial Reporting

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2011 — 2013
MBA

ESSEC - ESSEC Business School   2013 — 2013
Master of Business Administration (MBA)

North Carolina Agricultural and Technical State University   2003 — 2007
Bachelor of Science, Accounting, Summa Cum Laude

Siddique Haq Siddique Haq Greater Boston Area Details
Siddique Haq's NEPC, LLC Experience March 2015 - Present
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

Christopher Burrell Christopher Burrell Boston, Massachusetts Details
Christopher Burrell's NEPC, LLC Experience May 2014 - Present
Job Research Associate at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   May 2014 - Present
Brown Brothers Harriman  July 2012 - May 2014
Student Portfolio Investment Fund for the University of Maine Endowment Fund   September 2008 - July 2012
Northwestern Mutual  March 2011 - August 2011

Skills
Financial Analysis, Leadership, Fixed Income, Eagle PACE, Ad Hoc Reporting, Transaction Processing, Data Analysis, Microsoft Excel, Highly detail oriented, Account Reconciliation, Time Management, Public Speaking, Back Office, Fund Accounting, Bloomberg Terminal, Lotus Notes, Foreign Exchange

Education
University of Maine   2008 — 2012
B.A., Financial Economics

Fryeburg Academy

Elizabeth Fenn Elizabeth Fenn Windham, New Hampshire Details
Elizabeth Fenn's NEPC, LLC Experience January 2015 - Present
Job Performance Analyst II at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   January 2015 - Present
NEPC, LLC   June 2014 - January 2015
Colliers-International  January 2014 - May 2014
Boston Partners Financial Group, LLC  August 2013 - December 2013

Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Publisher, Marketing, Outlook, Customer Service, Social Networking, Facebook, Management, Public Speaking

Education
Saint Anselm College   2010 — 2014
Financial Economics

Bishop Guertin High School   2006 — 2010

Benjamin Daly, CFA, CAIA Benjamin Daly, CFA, CAIA Boston, Massachusetts Details
Benjamin Daly, CFA, CAIA's NEPC, LLC Experience March 2009 - October 2011
Job Investment Associate at Windrose Advisors
Industry Investment Management
Experience
Windrose Advisors  March 2015 - Present
Wellesley College Investment Office   June 2014 - August 2014
Natixis Global Asset Management  October 2011 - August 2013
NEPC, LLC   March 2009 - October 2011

Skills
Bloomberg, Hedge Funds, Venture Capital, Equities, Equity Research

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2013 — 2015
MBA

College of the Holy Cross   2004 — 2007
Mathematics, Economics

Deerfield Academy   2000 — 2003

Doris Ewing Doris Ewing Greater Detroit Area Details
Doris Ewing's NEPC, LLC Experience July 1995 - September 2010
Job Madison Ewing, LLC
Industry Financial Services
Experience
Madison Ewing, LLC   2010 - Present
NEPC, LLC   July 1995 - September 2010
WRLazard & Co   1993 - 1995
Segal Adviors   1989 - 1993
District of Columbia Retirement Board  1988 - 1989

Skills
Asset Managment, Investments, Asset Management, Business Strategy, Hedge Funds, Asset Allocation, Portfolio Management, Equities, Pensions, Alternative Investments, Pension Funds, Finance, Investment Banking, Investment Strategies, Private Equity, Investment Management, Investment Advisory, Securities, Mutual Funds

Education
DePaul University
MBA, Finance/Economics

University of Illinois
BS, Finance

Cailyn McCarthy Cailyn McCarthy Cambridge, Massachusetts Details
Cailyn McCarthy's NEPC, LLC Experience May 2013 - August 2014
Job Academic Appointments and Payroll Assistant at Harvard University Graduate School of Design
Industry Human Resources
Experience
Harvard University Graduate School of Design  December 2014 - Present
NEPC, LLC   May 2013 - August 2014
NEPC, LLC   October 2012 - May 2013
National Consultants Associated, Ltd.   June 2011 - September 2012
Fairway Market  June 2010 - August 2010
Local 888, United Food and Commercial Workers   May 2009 - August 2009

Skills
Microsoft Word, Excel, PowerPoint, Outlook, Human Resources, Employee Benefits, Payroll, Data Entry, Time Management, FMLA, Contract Negotiation, Auditing, Employee Relations, Administrative..., SPSS, Performance Management

Education
Lesley University   2014 — 2017
Clinical Mental Health Counselor

Loyola College in Maryland   2007 — 2011
BA, Psychology

Aidan Redmond Aidan Redmond Brighton, Massachusetts Details
Aidan Redmond's NEPC, LLC Experience November 2014 - Present
Job Research Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   November 2014 - Present
R.A. Redmond Carpentry and Painting   August 2013 - November 2014
Atlantic Trust  September 2010 - July 2013
Atlantic Trust  September 2008 - September 2010
Atlantic Trust  September 2007 - September 2008

Skills
Investments, Private Equity, Valuation, Hedge Funds, Due Diligence, Alternative Investments, Asset Allocation, Investment Strategies, Bloomberg, Marketing, Mutual Funds, Financial Modeling, Wealth Management, Fund Of Funds, Venture Capital, Relationship Management, Equities, Investment Management, Asset Management, Bloomberg Terminal, Investor Relations, High Net Worth..., Performance Attribution, Strategy, Global Macro, Institutional...

Education
Quinnipiac University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Albert Babakhanov Albert Babakhanov Wellesley Hills, Massachusetts Details
Albert Babakhanov's NEPC, LLC Experience June 2001 - November 2011
Job Investment Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems  November 2011 - Present
NEPC, LLC   June 2001 - November 2011
Fleet Bank  February 1999 - June 2001

Skills
Investments, Financial Analysis, Financial Modeling, Business Analysis, Project Management, Microsoft Excel, Microsoft Office, Research, PowerPoint, Vendor Management, Microsoft Word, SQL, Investment Performance, Pension Funds, Investment Portfolio, Portfolio Assessment, Management, Banking, Portfolio Management, Accounting

Education
Suffolk University   1997 — 2001
MBA, Finance, General

Suffolk University   1997 — 2001
Bachelor of Science, Business Administration; Finance and Computer Information Systems

AARISH PATELL AARISH PATELL Greater Boston Area Details
AARISH PATELL's NEPC, LLC Experience January 2015 - Present
Job Research Consultant, Private Markets at NEPC, LLC
Industry Venture Capital & Private Equity
Experience
NEPC, LLC   January 2015 - Present
Hewitt EnnisKnupp, Inc., an Aon Company   June 2013 - January 2015
Tano Capital  June 2010 - August 2010
Fisher Lynch Capital  December 2006 - March 2009
Bear Stearns  June 2004 - September 2006

Education
The University of Chicago Booth School of Business   2009 — 2011
Master's Degree, Finance, Economics, Strategic Management

University of California, Los Angeles
Bachelor's Degree, BUSINESS / ECONOMICS

William Bogle William Bogle New London/Norwich, Connecticut Area Details
William Bogle's NEPC, LLC Experience January 2013 - February 2013
Job Chief Financial Officer at Up Photography
Industry Investment Management
Experience
Up Photography   June 2015 - Present
Weston Golf Club  May 2014 - August 2015
Oakley  May 2013 - August 2013
NEPC, LLC   January 2013 - February 2013

Skills
Data Analysis, Economics, Financial Analysis, Corporate Finance, Microsoft Office, Communication, Team Building, Teamwork, Business Strategy, Event Planning

Education
Connecticut College   2012 — 2016
Bachelor of Arts (BA), Economics

The Loomis Chaffee School   2008 — 2012
High School Diploma

Casey Ellis Casey Ellis Cambridge, Massachusetts Details
Casey Ellis's NEPC, LLC Experience January 2014 - Present
Job Administrative Assistant at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   January 2014 - Present
Global Rescue LLC  August 2012 - January 2014
Albertus Magnus College  September 2010 - May 2012
Writing center, Albertus Magnus College   September 2009 - May 2012
City of Malden  June 2008 - August 2011

Skills
Editing, Proofreading, Tutoring, Teaching, Office Administration, Microsoft Office, Public Speaking, Microsoft Excel, Training, Social Media, Creative Writing, Microsoft Word, Research, Blogging, Customer Service, Community Outreach, Event Planning, International Travel, PowerPoint, Data Entry, Fundraising, Higher Education, Expense Reports, Outlook Express, Microsoft CRM, Management, Nonprofits, Social Networking, Advertising, Administrative..., Administrative...

Education
Albertus Magnus College   2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General, 3.929

Mystic Valley Regional Charter School   1998 — 2008

Jonathan Homan Jonathan Homan Greater Boston Area Details
Jonathan Homan's NEPC, LLC Experience February 2014 - Present
Job Technical manager and business analyst with experience in the professional services and financial industries.
Industry Management Consulting
Experience
NEPC, LLC   February 2014 - Present
Service Point USA  December 2000 - November 2013
Service Point USA  August 2001 - February 2011
Service Point USA  December 2000 - August 2001
State Street  June 1999 - December 2000
State Street  December 1997 - March 1999
State Street  February 1997 - December 1997
State Street  April 1996 - February 1997

Skills
Vendor Management, Process Improvement, Access, Visio, Microsoft SQL Server, Integration, Cross-functional Team..., Project Management, Operations Management, SAP, Troubleshooting, Management, System Administration, CRM, Product Management, Sales Analysis, Business Process..., Systems Integration, Workflow Optimization, Agile Application..., Microsoft Office, Microsoft Project, SSIS, SDLC, Waterfall, Web Applications, Crystal Reports, Print On Demand, XMPie, Business Analysis, Document Management, Problem Solving, Solution Implementation, Technical Accounting..., Technical Translation, Technical Support

Education
Rochester Institute of Technology   1992 — 1996
Bachelor of Science, Finance

Yvan Bodart Yvan Bodart Boston, Massachusetts Details
Yvan Bodart's NEPC, LLC Experience February 2015 - September 2015
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

Kevin Baroni Kevin Baroni Andover, Massachusetts Details
Kevin Baroni's NEPC, LLC Experience June 2015 - Present
Job Accountant II at NEPC, LLC
Industry Accounting
Experience
NEPC, LLC   June 2015 - Present
Cowan Bolduc Doherty, CPA's   August 2013 - May 2015
Catalyst Online  May 2012 - January 2013

Skills
Accounting, Finance, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Outlook, Social Media, CCH ProSystem fx, Auditing, Microsoft Excel, Financial Statements, Customer Service, Research, Public Speaking

Education
Southern New Hampshire University   2013 — 2015
Master of Science (MS), Accounting

University of Massachusetts Dartmouth   2009 — 2013
Bachelor of Applied Science (BASc), Accounting, Senior

Bradley Rowbotham Bradley Rowbotham Boston, Massachusetts Details
Bradley Rowbotham's NEPC, LLC Experience February 2015 - Present
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

Betsy Chen Betsy Chen New York, New York Details
Betsy Chen's NEPC, LLC Experience July 2012 - January 2013
Job Operations & Account Manager at BentoBox
Industry Internet
Experience
BentoBox   June 2014 - Present
Tasting Table  June 2013 - July 2014
Douzo Modern Japanese   August 2008 - May 2013
NEPC, LLC   July 2012 - January 2013
MFS Investment Management  January 2011 - June 2011
North American Membership Group  June 2010 - September 2010

Skills
Social Media, Customer Service, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Client Co-ordination, Digital Strategy, Google Apps, Digital Marketing, Communication, Strategic Partnerships, Partnership Marketing, Start-ups, Facebook, Social Media Marketing, Social Networking, Marketing, Advertising, Management, Training, Time Management, Food & Beverage

Education
Northeastern University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance, 3.6

Scotch Plains - Fanwood High School   2004 — 2009

Andrew Oliveira Andrew Oliveira Boston, Massachusetts Details
Andrew Oliveira's NEPC, LLC Experience August 2015 - Present
Job Corporate Marketing Team at NEPC, LLC
Industry Marketing and Advertising
Experience
NEPC, LLC   August 2015 - Present
Commonwealth School  December 2013 - Present
The Buckley School, NYC  July 2013 - December 2013
Hobart and William Smith Colleges  January 2013 - July 2013
Hobart and William Smith Colleges  April 2012 - July 2013
Hobart and William Smith Colleges  September 2011 - April 2013
Chi Phi Fraternity  January 2011 - January 2013
Hobart and William Smith Colleges  August 2012 - September 2012
Hobart Student Government   January 2011 - December 2011

Skills
Photoshop, InDesign, Raiser's Edge, iModules, Cpr Certified, AED, Event Planning

Education
Hobart and William Smith Colleges   2009 — 2013
Bachelor of Arts (B.A.), Architecture & English

The Shipley School   2001 — 2009
High School Diploma

Sarah Henry Sarah Henry Greater Boston Area Details
Sarah Henry's NEPC, LLC Experience September 2014 - Present
Job Human Resources Coordinator
Industry Human Resources
Experience
NEPC, LLC   September 2014 - Present
DENTSPLY Implants  October 2013 - September 2014
American Lung Association  January 2013 - May 2013
Emma Graham Designs, Inc.   January 2012 - January 2013

Skills
Facebook, Social Media, Marketing Communications, Event Planning, Social Media Marketing, Marketing, Community Outreach, Nonprofits, Public Relations, Social Networking, PowerPoint, Outlook, Sports, Time Management, Sales, Microsoft Excel

Education
Providence College   2009 — 2013
Bachelor of Arts (B.A.), Economics and Business

Jason Gerda Jason Gerda Greater Boston Area Details
Jason Gerda's NEPC, LLC Experience January 2013 - Present
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

Karla Alvidrez Karla Alvidrez Wrentham, Massachusetts Details
Karla Alvidrez's NEPC, LLC Experience September 2014 - Present
Job Performance Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   September 2014 - Present
Laboure Center - Youth Tutoring Youth   November 2013 - August 2014
Polo Ralph Lauren Factory Outlet  June 2009 - November 2013
International Institute of Boston  June 2012 - August 2012

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Research, Social Media, Teamwork, English, Spanish, Management

Education
Brandeis University   2009 — 2013
Bachelor of Arts (BA), Economics

Queen Mary, U. of London   2011 — 2011
Economics

Ashwini Apte, CAIA, AIF® Ashwini Apte, CAIA, AIF® Chicago, Illinois Details
Ashwini Apte, CAIA, AIF®'s NEPC, LLC Experience January 2013 - Present
Job Senior Consultant at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   January 2013 - Present
NEPC, LLC   January 2009 - January 2013
NEPC, LLC   September 2005 - January 2009
Morgan Stanley Dean Witter  August 2004 - September 2005

Skills
Defined Contribution, Defined Benefit, Investor Relations, Asset Allocation, Mutual Funds, 401k, Pension Funds, Morningstar, 403 b, Pensions, Alternative Investments, Retirement Planning, Securities, Retirement, Bonds, Employee Benefits, Institutional, Portfolio Management, Investments, Investment Strategies, Equities, Fixed Income, Asset Management, Finance

Education
Brandeis University   2003 — 2004
Masters, Finance

Sylvia Banda Sylvia Banda Notre Dame, Indiana Details
Sylvia Banda's NEPC, LLC Experience June 2014 - July 2015
Job MBA Candidate, University of Notre Dame
Industry Financial Services
Experience
NEPC, LLC   June 2014 - July 2015
J.P. Morgan   July 2012 - May 2014
Goldman Sachs  June 2011 - August 2011

Education
University of Notre Dame - Mendoza College of Business   2015 — 2017
Master of Business Administration (M.B.A.)

University of Notre Dame
Bachelor of Arts (B.A.)

john minahan john minahan Boston, Massachusetts Details
john minahan's NEPC, LLC Experience February 2004 - June 2010
Job Independent Investment Consultant
Industry Investment Management
Experience
John Minahan Consulting   July 2015 - Present
MIT Sloan School of Management  March 2010 - June 2015
NEPC, LLC   February 2004 - June 2010
John Minahan Consulting   June 1999 - January 2004
MetLife  February 1997 - June 1999
NEPC, LLC   November 1994 - February 1997
Meketa Investment Group  November 1992 - November 1994
UMass Boston  January 1987 - December 1992

Education
Massachusetts Institute of Technology - Sloan School of Management   1983 — 1988
Ph.D., applied economics

Boston College   1978 — 1981
BS, Economics

Mark Fromson Mark Fromson Boston, Massachusetts Details
Mark Fromson's NEPC, LLC Experience September 2015 - Present
Job Performance Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   September 2015 - Present
Architrep LLC.   June 2014 - August 2014
Pratt & Whitney  May 2013 - 2013
Connecticut Department of Transportation  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Word, PowerPoint, Simulink, Microsoft Excel, Matlab

Education
Lehigh University   2011 — 2015
Bachelor of Science (BS), Mechanical Engineering with Minors in Aerospace Engineering and Economics, Senior

Choate Rosemary Hall   2008 — 2011

Matthew Rosenblatt Matthew Rosenblatt Cambridge, Massachusetts Details
Matthew Rosenblatt's NEPC, LLC Experience October 2014 - June 2015
Job Graduate Student at Brown University
Industry Research
Experience
NEPC, LLC   October 2014 - June 2015
NEPC, LLC   April 2014 - October 2014
Curriculum Associates  January 2014 - March 2014
Curriculum Associates  December 2013 - January 2014
Holocaust Awareness Institute at the Center For Judaic Studies   August 2012 - June 2013
University of Colorado Boulder  January 2011 - January 2013
Glacier Ice Cream   June 2010 - October 2010
Common Threads Consignment Shop   May 2008 - February 2009

Skills
Microsoft Excel, Metadata Management, Customer Service, Sales Management, PowerPoint, POS, POS System, Word, Office Administration, Proposal Support, Microsoft Word, Outlook, Microsoft CRM, Microsoft Office, Editing, Community Outreach, Time Management, Proposal Writing

Education
Brown University   2015 — 2016
Master of Arts (M.A.), History

University of Colorado Boulder   2008 — 2013
Bachelor of Arts (B.A.), Humanities/Humanistic Studies

University of Colorado at Boulder   2008 — 2013
Bachelor of Arts (B.A.), Psychology

Jennifer Oakley Jennifer Oakley New York, New York Details
Jennifer Oakley's NEPC, LLC Experience September 2007 - February 2011
Job Corporate Communications Coordinator at FOJP Service Corporation
Industry Nonprofit Organization Management
Experience
FOJP Service Corporation  December 2013 - Present
Bain Capital  February 2011 - November 2013
NEPC, LLC   September 2007 - February 2011

Skills
Microsoft Office, Event Planning, Microsoft Excel, Customer Service, Social Media, Research, Microsoft Word, Sales, PowerPoint, Outlook, Alternative Investments, Marketing, Investments, Nonprofits, Social Networking, Budgets, Public Relations, Financial Analysis, Marketing Strategy

Education
Fisher College   2005 — 2007
Bachelor of Science (B.S.), Travel and Hospitality Management

Western New England University   2003 — 2005

jay lenaghan jay lenaghan Pembroke, Massachusetts Details
jay lenaghan's NEPC, LLC Experience September 2015 - Present
Job Quinnipiac University Graduate
Industry
Experience
NEPC, LLC   September 2015 - Present
Financial Architects Partners  May 2014 - August 2014

Education
Quinnipiac University   2011 — 2015
Bachelor’s Degree, Finance

Thayer Academy   2004 — 2011
High School

Alicia Darling Alicia Darling Boston, Massachusetts Details
Alicia Darling's NEPC, LLC Experience September 2014 - Present
Job Data Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   September 2014 - Present
NEPC, LLC   February 2014 - Present
U-Haul International, Inc.   September 2013 - Present
International Shoppes  May 2012 - September 2013

Skills
Customer Service, Networking, Accounting, Finance, Social Skills, Microsoft Office, Professional Experience, Community Outreach, Bilingual-English/Spanis..., Team Leadership, Leadership, Sales, Marketing, Data Entry, Management

Education
Cambridge College and Year Up Boston   2013 — 2014
Finance and Financial Management Services

Regis College   2010 — 2012
Communication and Business Managment

Merideth D'Ambrose Merideth D'Ambrose Boston, Massachusetts Details
Merideth D'Ambrose's NEPC, LLC Experience May 2013 - Present
Job Executive Assistant at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   May 2013 - Present
Edifecs  July 2011 - January 2013
Cambridge BioMarketing  January 2010 - March 2011
Shepley Bulfinch Richardson & Abbott (SBRA)   June 2006 - December 2008
Shepley Bulfinch Richardson & Abbott (SBRA)   June 2004 - September 2006

Skills
Recruiting, Human Resources, Digital Strategy, Strategy, Strategic Planning, Onboarding, Employee Benefits, Marketing Strategy, Marketing Communications, Applicant Tracking..., Interviews, Advertising, Brand Management, Project Management

Education
University of Pennsylvania   1997 — 2002
Bachelor's Degree, English Literature

Aijah Crockett Aijah Crockett Hampton, Virginia Details
Aijah Crockett's NEPC, LLC Experience June 2015 - August 2015
Job Independent Business Owner
Industry Financial Services
Experience
The Sports Authority  September 2015 - Present
NEPC, LLC   June 2015 - August 2015
Dunkin Donuts  January 2015 - May 2015
YMCA  May 2012 - October 2014
Cady Studios  June 2014 - August 2014

Skills
Childcare, Cpr Certified, First Aid, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Time Management, Event Planning, PowerPoint, Microsoft Word, Data Entry, Public Speaking, Social Networking, Program Development, Customer Service, Microsoft Office, Teamwork, Facebook, Social Media

Education
Hampton University   2012 — 2016
Business Administration and Management, General

Ivan Raykov Ivan Raykov Las Vegas, Nevada Details
Ivan Raykov's NEPC, LLC Experience July 2014 - Present
Job Senior Performance Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   July 2014 - Present
NEPC, LLC   June 2013 - June 2014
Contract Automotive   2011 - June 2013
Ministry of Finance, Bulgaria  July 2012 - July 2012

Skills
Financial Analysis, Negotiation, Analysis, Business Strategy, Business Planning, Process Improvement, Budgets, Microsoft Office, Teamwork, Microsoft Excel, Finance, Forecasting, Customer Service, Team Management, Sales Management

Education
University of Nevada-Las Vegas   2008 — 2012
Bachelor of Business Administration (BBA), Finance, General

Nicklas Deliberto Nicklas Deliberto Boston, Massachusetts Details
Nicklas Deliberto's NEPC, LLC Experience September 2014 - Present
Job Private Markets Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   September 2014 - Present
Jesuit Volunteer Corps - Mercy Education Project   August 2013 - August 2014
BloodCenter of Wisconsin  August 2010 - August 2012

Skills
Microsoft Office, Data Analysis, Data Entry, HostAnalytics, FMS Interface, Educational Leadership

Education
Marquette University   2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance and Economics, Cumulative: 3.43 GPA; Majors: 3.62 GPA

Marquette University

Mary Santiano Mary Santiano Boston, Massachusetts Details
Mary Santiano's NEPC, LLC Experience May 2014 - Present
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

Alex Sternberg Alex Sternberg Greater Boston Area Details
Alex Sternberg's NEPC, LLC Experience June 2015 - Present
Job Performance Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   June 2015 - Present
Bates College  September 2014 - April 2015
Forest Capital Partners  July 2012 - August 2013
Knockaround Sunglasses  September 2012 - May 2013
Colony Realty Partners  December 2012 - December 2012

Education
Bates College   2011 — 2015
Bachelor of Arts (B.A.), Economics, Math, Senior

Danish Institute for Study Abroad   2013 — 2013
Junior Semester Abroad

Needham High School   2007 — 2011

Mark Descoteaux, CAIA Mark Descoteaux, CAIA Greater Boston Area Details
Mark Descoteaux, CAIA's NEPC, LLC Experience April 2014 - Present
Job Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   April 2014 - Present
NEPC, LLC   January 2013 - March 2014
NEPC, LLC   December 2011 - December 2012
Byrne Financial Freedom, LLC  January 2011 - March 2011
Research Results Inc.   May 2010 - August 2010

Skills
Bloomberg, FactSet, InvestorForce, Microsoft Office, Morningstar, MySS, Performance & Analytics, Stata, Financial Analysis, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Quantitative Analytics, Economics, Hedge Funds, Equity Research, Valuation, Corporate Finance

Education
Bryant University   2007 — 2011
Bachelor of Science in Business Administration, Concentrations in Finance & Economics

City University of London   2010 — 2010

Kevin Lau-Hansen Kevin Lau-Hansen Boston, Massachusetts Details
Kevin Lau-Hansen's NEPC, LLC Experience September 2014 - Present
Job Operational Due Diligence Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   September 2014 - Present
Saigon Asset Management   July 2011 - January 2014
PlaNet Finance  June 2009 - July 2009
Nantucket Yacht Club  2004 - 2009

Skills
Economics, Research, Microsoft Office, Equities, Investments, Financial Analysis, Editing, Market Research, Strategic Planning, Finance, Investor Relations, Marketing, Emerging Markets

Education
Connecticut College   2007 — 2011
Bachelor of Arts (B.A.), International Relations

Alisyn Hoole, CAIA Alisyn Hoole, CAIA Greater Boston Area Details
Alisyn Hoole, CAIA's NEPC, LLC Experience January 2009 - November 2011
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

Kevin Novak Kevin Novak San Francisco Bay Area Details
Kevin Novak's NEPC, LLC Experience March 2015 - Present
Job Consultant at NEPC
Industry Investment Management
Experience
NEPC, LLC   March 2015 - Present
NEPC, LLC   September 2011 - February 2015
Standish Mellon Asset Management  May 2010 - August 2011
State Street  August 2008 - April 2010
State Street  November 2007 - July 2008
Major League Soccer & USL 1   February 2005 - October 2007

Education
Boston University - School of Management   2008 — 2011
MBA, Finance and Strategy & Business Analysis

Loyola Marymount University   2000 — 2004
Business Administration, Finance & Marketing

Mater Dei High School   1996 — 2000

Asher Watson Asher Watson Greater Boston Area Details
Asher Watson's NEPC, LLC Experience March 2015 - Present
Job Senior Investment Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   March 2015 - Present
NEPC, LLC   October 2012 - April 2015
NEPC, LLC   September 2011 - September 2012
State Street Corporation  July 2011 - September 2011
Quinnipiac University  August 2010 - May 2011
TJX  June 2010 - August 2010
Hologic  June 2009 - August 2009

Education
Quinnipiac University - School of Business   2007 — 2011
BS, Finance and Economics

Angela Dawson Angela Dawson Greater Boston Area Details
Angela Dawson's NEPC, LLC Experience June 2014 - Present
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

Kevin O'Mara Kevin O'Mara Greater Boston Area Details
Kevin O'Mara's NEPC, LLC Experience April 2014 - Present
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

Keonne Muhammad Keonne Muhammad Las Vegas, Nevada Details
Keonne Muhammad's NEPC, LLC Experience December 2009 - April 2013
Job Financial Reporting Analyst at Global Experience Specialists (GES)
Industry Financial Services
Experience
Global Experience Specialists (GES)   September 2013 - Present
NEPC, LLC   December 2009 - April 2013
WESTERN ALLIANCE BANCORPORATION/BANK OF NEVADA (Holding company moved to Phoenix)   March 2008 - June 2009
Bank of America  August 2003 - September 2007
Heidrick & Struggles  October 1999 - April 2003
DOW JONES MARKETS/BRIDGE INFORMATION SYSTEMS   August 1997 - August 1999

Skills
•Compilation and..., Financial Analysis, Finance, Account Reconciliation, Financial Reporting, Analysis, Auditing

Education
Oklahoma State University   1993 — 1997
Bachelor of Science (B.S.), Accounting

Stephanie Hancock Stephanie Hancock Shirley, Massachusetts Details
Stephanie Hancock's NEPC, LLC Experience June 2014 - Present
Job Sr. Desktop Support Specialist at NEPC, LLC
Industry Hospital & Health Care
Experience
NEPC, LLC   June 2014 - Present
Casenet, LLC  January 2014 - June 2014
Verisk Health  July 2012 - November 2013
DeMoulas Market Basket  August 2005 - June 2012

Skills
Healthcare Information..., Microsoft SQL Server, SQL, HIPAA, SDLC, Data Warehousing, Oracle, Visio, SSIS, PL/SQL, ETL, Agile Methodologies, Business Intelligence, SSRS, Informatics, Business Analysis, Agile Project Management, Databases, Integration, SharePoint, Active Directory, Windows Server, Troubleshooting, Enterprise Architecture, Disaster Recovery, Requirements Gathering, System Administration, Requirements Analysis, Database Design, Software Project..., Software Documentation, MS Project, Unix, Linux, Software Development, Scrum, Data Analysis, Testing

Education
Northern Essex Community College

Taylor Furlong Taylor Furlong Norwell, Massachusetts Details
Taylor Furlong's NEPC, LLC Experience May 2015 - Present
Job Research Associate at NEPC, LLC
Industry Insurance
Experience
NEPC, LLC   May 2015 - Present
NEPC, LLC   May 2014 - May 2015
State Street  December 2013 - May 2014
State Street  June 2012 - May 2013
Homesite Insurance  May 2011 - January 2012

Skills
Management, Financial Analysis, Corporate Finance, Business Analysis, Data Management, Data Modeling, Microsoft Office, Microsoft Excel, Account Management, Data Analysis, Financial Reporting, Finance, Analysis, Banking

Education
University of Massachusetts at Amherst - Isenberg School of Management   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Needham High School   2005 — 2009

Bill Parker Bill Parker Newark, New Jersey Details
Bill Parker's NEPC, LLC Experience June 1995 - October 1998
Job
Industry Investment Management
Experience
Quantitative Management Associates LLC  October 2014 - Present
Lord, Abbett & Co. LLC   April 2002 - September 2014
Deutsche Asset Management  February 2000 - March 2002
Sanford C. Bernstein  October 1998 - February 2000
NEPC, LLC   June 1995 - October 1998

Education
Babson College
CAM, Investments and Securities

Salem State College
Master of Business Administration (MBA)

Westminster College (PA)
Bachelor's degree

Kamal Suppal, CFA Kamal Suppal, CFA Greater Boston Area Details
Kamal Suppal, CFA's NEPC, LLC Experience April 2010 - Present
Job Senior Research Consultant, Hedge Funds at NEPC
Industry Investment Management
Experience
NEPC LLC  April 2010 - Present
US Trust  2005 - 2009

Skills
Emerging Markets, Hedge Funds, Private Equity, Due Diligence, Portfolio Management, Alternative Investments, Wealth Management, Institutional..., Mutual Funds, Corporate Finance, Asset Management, Investments, Investment Management, Equities, Fixed Income, Asset Allocation, Capital Markets

Education
Simon Fraser University   2003 — 2005
Master of Business Administration (M.B.A.), Global Asset & Wealth Management

Bill Bogle Bill Bogle Boston, Massachusetts Details
Bill Bogle's NEPC, LLC Experience January 1986 - Present
Job Partner, NEPC
Industry Investment Management
Experience
NEPC, LLC   January 1986 - Present
First American Bank  January 2015 - Present

Skills
Alternative Investments, Hedge Funds, Investments, Asset Allocation, Mutual Funds

Education
Babson College   1983 — 1985
MBA, Finance

Bates College   1975 — 1979
BA, Mathematics

Loomis Chaffee School   1972 — 1975

Terri Sacramone, SPHR Terri Sacramone, SPHR Greater Boston Area Details
Terri Sacramone, SPHR's NEPC, LLC Experience April 1997 - Present
Job Senior HR Manager at NEPC
Industry Financial Services
Experience
NEPC, LLC   April 1997 - Present
NEW ENGLAND PENSION CONSULTANTS  2004 - 2008
C.A.R. Insurance   June 1994 - March 1997
Wyndham Garden Hotel  September 1993 - May 1994

Education
University of Massachusetts, Amherst   1989 — 1993
BS, HRTA

Gregory T. Bauer, CFA, CAIA Gregory T. Bauer, CFA, CAIA Greater Atlanta Area Details
Gregory T. Bauer, CFA, CAIA's NEPC, LLC Experience January 2010 - May 2011
Job Director of Consultant Relations and Institutional Sales
Industry Financial Services
Experience
Crawford Investment Counsel, Inc.   May 2011 - Present
NEPC, LLC   January 2010 - May 2011
Callan Associates, Inc.   July 2005 - January 2010

Education
Brown University

Georgia Institute of Technology - Georgia Tech College of Management

Bill Monagle Bill Monagle Reading, Massachusetts Details
Bill Monagle's NEPC, LLC Experience August 2004 - April 2011
Job Managing Director at Z Capital Partners
Industry Financial Services
Experience
Z Capital Partners   November 2012 - Present
WJ Monagle, CPA   May 2011 - November 2012
NEPC, LLC   August 2004 - April 2011
APT Financial Services   1985 - 1989
Bay Group   1982 - 1985
City of Somerville  September 1980 - September 1982

Skills
Venture Capital, Mezzanine, Buyouts, Real Estate, Energy, Growth Equity, Distress, Finance, Asset Management, Due Diligence, Valuation, Equities, Portfolio Management, Investment Strategies, Institutional..., Financial Modeling, Investments, Private Equity, Growth Capital, Strategy, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Financial Analysis, Fixed Income, Investment Management, Analysis, Fund Of Funds, Mutual Funds, Asset Allocation, Bloomberg, Investor Relations, Pension Funds, Capital Markets, Corporate Finance, Investment Advisory, Corporate Development, Financial Structuring, Investment Banking

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1981 — 1985
MST, Taxation

Northeastern University   1973 — 1978
BSBA, Accounting

Christine A. Loughlin, CFA, CAIA Christine A. Loughlin, CFA, CAIA Cambridge, Massachusetts Details
Christine A. Loughlin, CFA, CAIA's NEPC, LLC Experience July 2003 - Present
Job Partner at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   July 2003 - Present
Watson Wyatt  April 1996 - July 2003

Skills
Hedge Funds, Private Equity, Fund Of Funds, Endowments, Asset Managment, Equities, Investment Strategies, Due Diligence

Education
London Business School   2001 — 2003
Masters, Finance

University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics

Lenia M Ascenso Lenia M Ascenso Greater Boston Area Details
Lenia M Ascenso's NEPC, LLC Experience February 2014 - Present
Job Director of Operations, Discretionary at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   February 2014 - Present
JP Morgan  February 2010 - February 2014
Wellington Management  February 2004 - February 2010
Investors Bank & Trust  1997 - 2004

Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management

Education
Suffolk University - Sawyer Business School   1998 — 2001
MBA, Finance

Colby College   1991 — 1995

Jonathan Hogan Jonathan Hogan Greater Boston Area Details
Jonathan Hogan's NEPC, LLC Experience April 2011 - August 2014
Job Strategic Financial Planning and Analysis at BAE Systems
Industry Defense & Space
Experience
BAE Systems  August 2014 - Present
NEPC, LLC   April 2011 - August 2014
NEPC, LLC   December 2010 - April 2011
NEPC, LLC   September 2008 - December 2010
NEPC, LLC   September 2007 - September 2008
Investors Bank & Trust  November 2006 - August 2007

Skills
Mergers & Acquisitions, Divestitures, Company Valuation, Strategic Financial..., Financial Modeling, Lean Six Sigma, Value Stream Mapping, Project Management, Business Process..., Defense Contracting, Financial Analysis, Finance, Valuation, Financial Reporting, Aerospace Industries, Defense Sector, Earned Value Management, Mutual Funds, Portfolio Management, Bloomberg, Asset Allocation, Financial Services, Alternative Investments, Equities, Investments, Hedge Funds, Investment Management, Asset Management, Investment Strategies, Fixed Income, Investment Advisory, Marketing Strategy, Program Management, Microsoft Excel, Private Equity, Microsoft Office

Education
Plymouth State University   2006 — 2009
MBA, Business Management; Finance & Investment

Plymouth State University   2003 — 2005
BS, Business Management; Minor: Psychology

University of Massachusetts Lowell   2001 — 2003
BS, Business Management

Ketsia Eustache Pierre Ketsia Eustache Pierre Greater Atlanta Area Details
Ketsia Eustache Pierre's NEPC, LLC Experience February 2006 - Present
Job Senior Performance Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   February 2006 - Present
Eagle Bank  September 2001 - January 2006

Skills
Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Asset Allocation, Financial Services, Financial Statements, Banking, Portfolio Performance..., Investment Portfolios

Education
University of Massachusetts Boston   2003 — 2005
Bachelor of Science (B.S.), Management / Finance

Anna Maria College
Master of Business Administration (MBA), Business Administration and Management, General

Tim O'Connell Tim O'Connell Greater Boston Area Details
Tim O'Connell's NEPC, LLC Experience June 2012 - Present
Job Research Consultant, Hedge Funds at NEPC
Industry Financial Services
Experience
NEPC, LLC   June 2012 - Present
Wainwright Investment Counsel, LLC   July 2009 - May 2012
Wainwright Investment Counsel, LLC   July 2008 - July 2009

Skills
Alternative Investments

Education
University of California, Berkeley   2002 — 2006
BA, Political Science

Belmont Hill School   1996 — 2002

Matthew Ritter, CAIA Matthew Ritter, CAIA Boston, Massachusetts Details
Matthew Ritter, CAIA's NEPC, LLC Experience March 2015 - Present
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

Daniel Hennessy, CFA Daniel Hennessy, CFA San Francisco Bay Area Details
Daniel Hennessy, CFA's NEPC, LLC Experience January 2015 - Present
Job Senior Consultant at NEPC, Investment adviser for TaftHartley and Public retirement plans.
Industry Investment Management
Experience
NEPC, LLC   January 2015 - Present
Alan D. Biller & Associates   October 2011 - December 2014
Alan D. Biller & Associates   January 2011 - October 2011
Accretive Research & Management   2009 - January 2011
Franklin Templeton Investments  2000 - 2008
Fidelity Investments  1999 - 1999
McKinsey & Company  1996 - 1998

Education
University of Pennsylvania - The Wharton School   1998 — 2000
MBA, Finance Major with a concentration in Investment Management

Pomona College   1992 — 1996
BA, Mathematical Economics, cum laude

Punahou School   1984 — 1992

Torrence Jennette Torrence Jennette Greater Boston Area Details
Torrence Jennette's NEPC, LLC Experience February 2014 - June 2014
Job Pricing Analyst at GMO
Industry Investment Management
Experience
GMO  May 2015 - Present
PwC  June 2014 - May 2015
NEPC, LLC   February 2014 - June 2014
NEPC, LLC   January 2012 - February 2014
NEPC, LLC   September 2010 - December 2011
Putnam Investments  December 2008 - May 2009
PricewaterhouseCoopers, LLP  May 2007 - August 2007

Skills
Financial Analysis, Research, Microsoft Office, Mutual Funds, Accounting, Finance, Bloomberg, Asset Allocation, Due Diligence, Investments, Equities, Valuation

Education
Bryant University   2006 — 2010
Dual Bachelors of Science, Finance/Economics

Alexandra Adam, CAIA Alexandra Adam, CAIA San Francisco Bay Area Details
Alexandra Adam, CAIA's NEPC, LLC Experience June 2012 - Present
Job Analyst at NEPC
Industry Investment Management
Experience
NEPC, LLC   June 2012 - Present
NEPC, LLC   December 2011 - June 2012
NEPC, LLC   April 2010 - December 2011
US Trust  October 2009 - April 2010

Skills
Private Equity, Bloomberg, Investments, Portfolio Management, Asset Allocation, Alternative Investments, Financial Analysis, Investment Management, Due Diligence, Finance, Hedge Funds

Education
Babson College - Franklin W. Olin Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Boston University - School of Management   2005 — 2009
Bachelor of Science, Business Administration

Seth Bancroft Seth Bancroft Greater Boston Area Details
Seth Bancroft's NEPC, LLC Experience July 2012 - Present
Job Research Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   July 2012 - Present
NEPC, LLC   July 2011 - August 2012
Pioneer Investments  October 2010 - June 2011
Richards Barry Joyce & Partners  November 2007 - January 2008
Commonwealth of Massachusetts  May 2007 - September 2007

Skills
Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Research, Microsoft Office, Market Research, PowerPoint, Fixed Income

Education
Northeastern University - Graduate School of Business Administration   2011 — 2014
MBA/MSF, Business, Finance

Tufts University   2005 — 2009
Bachelor of Arts (BA), Economics

Jaeson Dubrovay CPA, CAIA Jaeson Dubrovay CPA, CAIA Chicago, Illinois Details
Jaeson Dubrovay CPA, CAIA's NEPC, LLC Experience 2006 - 2010
Job Seasoned Hedge Fund Investor and Consultant
Industry Financial Services
Experience
Blackcomb Holdings   2012 - Present
BNY Mellon  2011 - 2012
Aksia, LLC  2010 - 2011
NEPC, LLC   2006 - 2010
Hanseatic Capital Partners LLC   2001 - 2006
Credit Agricole - Carr Global Advisors   1996 - 2001
MD Sass  1994 - 1996
Holland America Line - HAL Investments, Inc.   1983 - 1994
Arthur Andersen & Co.   1978 - 1983

Skills
Fund Of Funds, Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Equities, Investments, Private Equity, Investor Relations, Bloomberg, Equity Research, Structured Products, Start-ups, Strategy, Asset Allocation, Asset Management, Mutual Funds, Valuation, Institutional..., Investment Strategies, Investment Advisory, Investment Banking, Capital Markets, Financial Services, Derivatives, Fixed Income, Structured Finance, Investment Management, Funding, Financial Structuring, Finance, Pensions, Pension Funds, Financial Modeling, Management, Financial Advisory, Bonds, Hedging, Emerging Markets, Business Development, Private Banking, Venture Capital, Options, Securities, Financial Markets, Trading, Due Diligence

Education
University of Washington
BA, Accounting

Santa Clara University
MBA, Finance

Diane Mui Diane Mui Greater Boston Area Details
Diane Mui's NEPC, LLC Experience June 2010 - January 2011
Job Sr. Actuarial Associate at John Hancock
Industry Financial Services
Experience
John Hancock  2015 - Present
John Hancock  2013 - 2015
John Hancock  2011 - 2013
NEPC, LLC   June 2010 - January 2011
Explorations in Statistics Research   June 2010 - June 2010
John Hancock  June 2009 - January 2010
John Hancock  June 2008 - June 2009

Skills
Actuarial Science, Insurance, Alternative Investments, Valuation, Finance, Financial Risk, VBA, Financial Modeling, Risk Management, ALM, Investments, Access, Life Insurance, Microsoft Excel

Education
Northeastern University   2006 — 2011
Bachelor of Science (B.S.), Mathematics and minor in Computer Science

John Lutz John Lutz Boston, Massachusetts Details
John Lutz's NEPC, LLC Experience May 2015 - Present
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

Bill Elcock Bill Elcock Boston, Massachusetts Details
Bill Elcock's NEPC, LLC Experience February 2014 - Present
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

Ray Dame Ray Dame Greater Boston Area Details
Ray Dame's NEPC, LLC Experience May 2012 - March 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

Kyle Audet Kyle Audet Boston, Massachusetts Details
Kyle Audet's NEPC, LLC Experience July 2009 - January 2010
Job Portfolio Management Analyst at GID
Industry Financial Services
Experience
General Investment & Development  May 2012 - Present
GMO  July 2011 - January 2012
Harvard Management Company  July 2010 - December 2010
NEPC, LLC   July 2009 - January 2010

Education
Northeastern University   2008 — 2012
BSBA, Finance

James Gramolini James Gramolini Cambridge, Massachusetts Details
James Gramolini's NEPC, LLC Experience May 2015 - Present
Job Legal Intern at NEPC, LLC
Industry Law Practice
Experience
NEPC, LLC   May 2015 - Present
State Street Global Advisors  May 2014 - August 2014

Education
New England Law Boston   2013 — 2016
Doctor of Law (J.D.)

Hobart and William Smith Colleges   2009 — 2013
Bachelor of Arts (B.A.), Political Science

James Holler James Holler Boston, Massachusetts Details
James Holler's NEPC, LLC Experience October 2014 - Present
Job Performance Analyst at NEPC
Industry Financial Services
Experience
NEPC, LLC   October 2014 - Present
Barbara Lynch Gruppo Inc  April 2013 - Present

Skills
Financial Accounting, Microsoft Excel, Teamwork, Leadership, Athletics, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Social Media, Marketing, Data Analysis, Research

Education
Boston University - School of Management   2010 — 2014
Bachelor of Science, Business Administration; Finance

Exeter High School   2006 — 2010

Christian Pieri Christian Pieri Boston, Massachusetts Details
Christian Pieri's NEPC, LLC Experience January 2015 - Present
Job Hedge Fund Analyst at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC   January 2015 - Present
Stone Coast Fund Services  June 2013 - December 2014
Allen Insurance and Financial  May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Insurance, Customer Service, Microsoft Office, Finance, Hedge Funds, Alternative Investments

Education
University of Maine
Bachelor of Science (BS), Finance, Cum Laude

Andrew Cafua Andrew Cafua Woburn, Massachusetts Details
Andrew Cafua's NEPC, LLC Experience June 2010 - September 2010
Job Aspiring Financial Professional
Industry Financial Services
Experience
Market Basket  May 2008 - July 2015
Carignan Home Improvements   May 2011 - September 2011
NEPC, LLC   June 2010 - September 2010
CVS Pharmacy  June 2006 - December 2007

Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Teamwork, Access, Statistical Data..., Portfolio Performance..., Diversification, Equity Research, Equity Valuation, Real Estate Development, Property Management, Analytical Skills, Analytical Reasoning, Crunching Numbers

Education
Suffolk University   2013 — 2015
Bachelor's Degree, Finance, Investments Concentration

Suffolk University - Sawyer Business School   2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Concentration in Investments

Middlesex Community College   2009 — 2012
Associate of Science (A.S.), Business Administration

Cody Owens Cody Owens Las Vegas, Nevada Details
Cody Owens's NEPC, LLC Experience April 2014 - Present
Job Performance Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC   April 2014 - Present
Fries & Fries Consulting   July 2013 - September 2013
America Display Inc   June 2012 - August 2012

Skills
Financial Analysis, Investment Strategies, Institutional..., Microsoft Excel, Financial Accounting, PowerPoint, Client Relations

Education
University of Kentucky   2009 — 2013
Bachelor's Degree, Accounting and Finance, Graduated

Elizabeth Tran Elizabeth Tran Boston, Massachusetts Details
Elizabeth Tran's NEPC, LLC Experience June 2014 - Present
Job Performance Analyst
Industry Investment Management
Experience
NEPC, LLC   June 2014 - Present
Imagitas  June 2013 - August 2013
Golf Country  May 2008 - September 2012
Rice McVaney Communications  August 2011 - May 2012

Skills
Project Management, Time Management, Data Entry, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Microsoft Outlook, Communication, Data Collection, Data Research, Close Attention to..., Business Analysis, Event Planning, Business Decision Making, Organization, PowerPoint

Education
University of Massachusetts, Amherst   2011 — 2014
Bachelor of Science (BS), Resource Economics - Managerial Economics

Bentley University   2010 — 2011

Chris Frediani Chris Frediani Greater Boston Area Details
Chris Frediani's NEPC, LLC Experience July 2012 - Present
Job Sr. Support Specialist at NEPC, LLC
Industry Information Technology and Services
Experience
NEPC, LLC   July 2012 - Present
J.A. Cambece Law Office, P.C.   September 2009 - April 2012

Skills
Microsoft Office, Management, Sales, Leadership, Training, Active Directory, Windows Server, Windows 7

Education
Northern Essex Community College

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