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Our Team

At NEPC, we’ve created a thriving company culture that appeals to the industry’s finest talent — more than 250 professionals in eight offices nationwide, and a high concentration of professionally certified employees.

Our innovative, intellectually stimulating environment draws the kind of people who demand more of themselves and consequently deliver more to our clients. And through the profit sharing we offer to all employees and our ownership program for senior staff, we are deeply invested in our clients’ success.

Meet some of our senior team members

 

Richard M. Charlton

Chairman Emeritus

William Y. Bogle, IV

Chief Compliance Officer, Partner

Timothy R. Bruce

Director of Traditional Research, Partner

Steven F. Charlton, CFA

Director of Consulting Services, Partner

Robert J. Fishman, CFA

Partner, Director of Portfolio Strategy

Sean W.B. Gill, CFA, CAIA

Partner, Director of Private Markets Research

Kristi Hanson, CFA

Partner, Director of Taxable Research

Christopher J. Klapinsky, CFA

Partner, Director of Portfolio Strategy

Christopher A. Levell, ASA, CFA, CAIA

Partner, Client Strategy

Timothy F. McCusker, FSA, CFA, CAIA

Chief Investment Officer, Partner

Neil N. Sheth

Partner, Director of Alternative Assets Research

Additional NEPC Team Members: