NEPC currently has a staff of over 140 employees. Our staff is stable, highly professional, and solely dedicated to the practice of investment consulting. Our consultants are primarily responsible for client interaction, account servicing and product delivery. Our research analysts function as technical support specialists, specializing in various asset classes and preparing performance measurement, manager search, and asset allocation studies. Additional members of our staff are responsible for our systems; all aspects of compliance and financial reports; marketing materials; and have administrative and secretarial responsibilities.
The NEPC consulting staff is likely the most stable and experienced of any firm in the industry. Additionally, we have an extremely high concentration of professionally certified consultants. We pride ourselves on our ability to attract and retain senior investment professionals throughout the firm. Our stability is the result of an intellectually stimulating, worker-friendly atmosphere;
competitive benefits including profit sharing at all levels of the firm; and, an equity program for
senior employees.
The impact of our experience, stability, and qualifications is consistent staffing of client relationships and consistent delivery of our services across our client base.
Our senior professionals include:
Mr. Richard M. Charlton
Chairman, CEO
Mr. Michael P. Manning, CFA, CAIA
President
Mr. William Y. Bogle IV
Managing Partner, Chief Compliance Officer
Mr. Joseph Breitfelder, CPA
Managing Partner
Mr. Ross A. Bremen, CFA
Partner
Mr. Michael D. Cairns, CEBS
Senior Consultant
Mr. Ron R. Cavicchio, CFA
Senior Consultant
Mr. Steven F. Charlton, CFA
Director of Consulting Services
Mr. Brian S. Donoghue
Consultant
Mr. Jaeson Dubrovay, CPA
Senior Consultant, Hedge Funds
Mr. John M. Elliot
Partner
Ms. Doris V. Ewing, CAIA
Partner
Mr. Robert J. Fishman, CFA
Partner
Mr. Sean W.B. Gill, CFA, CAIA
Partner
Mr. James W. Gilmore, CFA
Senior Consultant
Ms. Ellen W. Griggs
Chief Operating Officer
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Mr. Richard Harper, CFA, CAIA
Senior Consultant
Ms. Jennifer A. Heilig
Consultant
Mr. Rhett L. Humphreys, III, CFA
Partner
Mr. Paul R. Kenney, Jr., CFA
Partner
Mr. Christopher Klapinsky, CFA
Partner
Mr. Erik L. Knutzen, CFA
Chief Investment Officer
Mr. Kevin M. Kondry
Consultant
Ms. Catherine M. Konicki, CFA, CAIA
Managing Partner
Mr. Kevin M. Leonard
Senior Consultant
Mr. Chris Levell, ASA, CFA
Partner
Ms. Christine A. Loughlin, CFA
Partner
Mr. Allan C. Martin
Partner
Mr. Timothy F. McCusker, FSA
Consultant
Mr. Timothy M. McDonough
Consultant
Mr. John V. McManmon, III
Senior Consultant, Private Wealth
John R. Minahan, Ph.D., CFA
Senior Investment Strategist
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Mr. Jeffrey H. Mitchell, CFA
Consultant
Mr. William J. Monagle, Jr., CPA
Partner
Mr. David W. Moore, ARM, CEBS, CPCU
Senior Consultant
Mr. Douglas W. Moseley
Partner
Mr. Joseph J. O'Byrne
Senior Consultant, Alternative Assets
Mr. Edward J. O'Donnell, III, CFA
Consultant
Mr. Scott F. Perry, CAIA
Consultant
Mr. James E. Reichert
Consultant
Ms. Kristin M. Reynolds, CFA
Consultant
Mr. Jay E. Roney, CTP
Partner
Mr. Bryan Schneider, CFA
Consultant, Alternative Assets
Mr. John S. Shanklin, CFA
Consultant
Ms. Carolyn Smith
Partner
Mr. Craig Svendsen, CFA
Senior Consultant
Mr. Kevin Q. Tatlow, CAIA
Senior Consultant
Mr. Christopher B. Tobe, CFA, CAIA
Senior Consultant
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