NEPC's New Leadership Announcement
NEPC, LLC, a prominent player in the investment consulting realm, has exciting news to share about leadership changes that are sure to influence the firm's bright future. Recently, NEPC proudly revealed the election of three new Partners along with the designation of ten new Principals, effective from the start of the upcoming year. This strategic move underscores NEPC’s ongoing commitment to its clients and dedication to enhancing its leadership within the investment consulting industry.
Introducing the New Partners
The announcement marks a significant milestone for NEPC as it introduces its new leadership team. The individuals stepping into the role of Partners include:
Meet the Partners
1. Tom Cook, Senior Consultant
2. Alison Lonstein, Senior Consultant
3. Matt Maleri, Senior Consultant
These distinguished leaders have been recognized for their outstanding contributions to NEPC, bringing rich experience and a track record of success that aligns perfectly with the firm’s ethos.
Meet the New Principals
NEPC is also pleased to announce its new Principals, further strengthening its leadership. The new Principals include:
List of New Principals
1. Jennifer Appel, CFA, Senior Investment Director
2. Larissa Davy, Senior Investment Director
3. Colin Hatton, CFA, CAIA, Senior Consultant
4. Linda Hoffman, JD, Senior Legal Counsel
5. Alisyn Hoole, CAIA, Senior Director of Consulting Analytics and Development
6. Janis Kane, CFA, FSA, EA, Director of Liability Driven Investing Solutions
7. Kevin Lau-Hansen, Head of Operational Due Diligence
8. Andrew Pettersen, CFA, Senior Investment Director
9. Jay Regan, Chief Compliance Officer
10. Sean Vogt, CAIA, CIPM, Director of Performance Measurement
This diverse group of professionals exemplifies NEPC's commitment to fostering a robust leadership structure while enhancing the service they provide to their extensive client base.
Focus on Exceptional Talent Development
Mike Manning, the Managing Partner at NEPC, highlighted the significance of these promotions saying, "This year’s class of Partners and Principals reflects NEPC's dedication to cultivating exceptional talent and providing best-in-class service to our clients. In a year defined by milestones, including our recent strategic partnership with Hightower, these promotions highlight our focus on continuity, innovation, and a client-first ethos." He expressed confidence that the fresh leadership team will continue to shape NEPC’s future while upholding the core values that have established the firm as a trusted partner to its clients.
Growth and Strategic Advancement
The appointment of these new leaders comes during a period of robust growth for NEPC, a time characterized by strong strategic advancements. NEPC's steadfast commitment to nurturing internal talent is central to its strategy of delivering tailored investment solutions across various sectors, ensuring that all clients receive exceptional value.
About NEPC
For those looking to understand more about NEPC, it stands as a leading investment consultant, private wealth advisor, and OCIO provider. The firm serves more than 400 retainer clients with a total of $1.7 trillion in assets under management. NEPC combines a proprietary investment team that focuses on the long-term challenges its clients face with a client-first model, thus constructing forward-looking investment portfolios for institutional investors and ultra-high-net-worth individuals and families alike.
Frequently Asked Questions
What recent changes has NEPC announced in its leadership?
NEPC has elected three new Partners and designated ten new Principals to enhance its leadership team.
Who are the newly appointed Partners at NEPC?
The new Partners are Tom Cook, Alison Lonstein, and Matt Maleri.
What is the significance of NEPC's new leadership?
The new leadership reflects NEPC's commitment to exceptional talent development and continuous innovation in serving clients.
How does NEPC support its clients?
NEPC emphasizes delivering tailored investment solutions with a focus on client needs and long-term strategies.
What services does NEPC offer?
NEPC provides investment consulting, private wealth advisory, and OCIO services, managing over 400 client retainer relationships.