NEPC Enhances Research Staff with New Director of Traditional Research and Portfolio Construction Team
BOSTON--(BUSINESS WIRE)--Jan 17, 2019--NEPC, LLC, one of the industry’s largest independent, full-service investment consulting firms, today announced the hiring of Sarah Samuels as partner and Director of Traditional Research effective in April 2019. This strategic decision reflects NEPC’s commitment to having a world-class Research team to identify differentiated ideas for a variety of clients.
Sarah’s background includes recent leadership roles at the Wellesley College Investment Office and Massachusetts PRIM where she gained valuable experience investing across the global capital markets. Sarah also spent time in client service at Wellington Management Company and in portfolio management at Boston Advisors. She will bring additional leadership and a fresh and differentiated investment perspective to NEPC’s Traditional Research team, the overall NEPC Research team, and NEPC collectively will benefit from her leadership. “These changes are going to have a powerful impact,” said Tim McCusker, partner and Chief Investment Officer. “I believe we will become more efficient through a better structure and more insightful through specialization in Traditional Research and portfolio construction, including innovative ideas from our new team members.”
Sarah will join NEPC in April 2019 to allow Tim Bruce, partner and former Director of Traditional Research, to focus on shaping the development of NEPC’s new Portfolio Construction team. Tim and his team will be responsible for delivering customized client solutions and addressing client needs. These enhancements align with NEPC’s strategic objectives and allow Research to execute on their top priorities and core mission, delivering incredible client service through investment excellence.
Additional updates to NEPC’s Research team are expected and will be shared in the coming months.
About NEPC, LLC
NEPC, LLC is an independent, full service investment consulting firm, providing asset allocation, manager search, performance evaluation, and investment policy services. We work with institutional investment programs and private wealth clients on both an advisory and discretionary basis. We service 362 retainer relationships, representing assets of $1.0 trillion 1 with approximately $62.0 billion 2 in alternative assets, from our offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas, Portland and San Francisco.
Learn more at www.nepc.com.
1 As of 9/30/2018, includes 51 clients with discretionary assets of $17.7 billion.
2 As of 6/30/2018
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CONTACT: Kerry Mullen
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KEYWORD: UNITED STATES NORTH AMERICA MASSACHUSETTS
INDUSTRY KEYWORD: PROFESSIONAL SERVICES BANKING CONSULTING FINANCE
SOURCE: NEPC, LLC
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PUB: 01/17/2019 09:00 AM/DISC: 01/17/2019 09:00 AM