NEPC currently has a staff of over 160 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
Ms. Ashwini P. Apte, CAIA
Consultant
Mr. Frank Barbarino, CAIA
Research Consultant, Hedge Funds
Mr. Greg T. Bauer, CFA
Senior Consultant
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
Ms. Kristen E. Colvin, CAIA
Consultant
Ms. Lynda Dennen, ASA, EA
Research Consultant
Mr. Brian S. Donoghue
Senior Consultant
Mr. Scott Driscoll
Consultant
Mr. John M. Elliot
Partner
Ms. Doris V. Ewing, CAIA
Partner
Mr. Robert J. Fishman, CFA
Partner
Mr. Stephen G. Gargano
Research Consultant
Mr. Sean W.B. Gill, CFA, CAIA
Partner, Alternative Assets
Mr. James W. Gilmore, CFA
Senior Consultant
Ms. Ellen W. Griggs
Chief Operating Officer
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Mr. Eric R. Harnish
Senior Consultant, Director of Private Markets Research
Mr. Richard Harper, CFA, CAIA
Senior Consultant
Mr. Rhett L. Humphreys III, CFA
Partner
Mr. Alex M. Kamunya, CAIA
Research Consultant, Hedge Funds
Mr. Paul R. Kenney Jr., CFA
Partner
Mr. Paul J. Kerry, ASA, EA
Senior Consultant
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. John R. Krimmel, CPA, CFA
Senior Consultant
Mr. Kevin M. Leonard
Senior Consultant
Mr. Chris Levell, ASA, CFA, CAIA
Partner
Ms. Christine A. Loughlin, CFA, CAIA
Partner
Mr. Jeffery T. Markarian
Research Consultant
Mr. Allan C. Martin
Partner
Mr. Timothy F. McCusker, FSA, CFA, CAIA
Director of Traditional Research
Mr. John V. McManmon III
Senior Consultant, Private Wealth
John R. Minahan, Ph.D., CFA
Senior Investment Strategist
Mr. Jeffrey H. Mitchell, CFA
Consultant
Mr. William J. Monagle Jr., CPA
Partner, Senior Strategist - Private Markets
Mr. David W. Moore, ARM, CEBS, CPCU
Partner
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Mr. Douglas W. Moseley
Partner
Ms. Judy A. Murphy
Director of Organizational Development
Mr. Edward J. O'Donnell III, CFA
Senior Consultant
Mr. Scott F. Perry, CAIA
Senior Consultant
Mr. Jeffrey O. Pickett, CFA, CAIA
Consultant
Mr. James E. Reichert
Senior Consultant
Ms. Kristin M. Reynolds, CFA, CAIA
Senior Consultant
Mr. Jay E. Roney, CTP
Partner
Mr. John S. Shanklin, CFA, CAIA
Senior Consultant
Mr. Neil N. Sheth
Senior Consultant, Director of Hedge Funds Research
Ms. Carolyn Smith
Partner
Mr. Dion Stevens
Consultant
Mr. Don C. Stracke, CFA
Senior Consultant
Mr. Michael P. Sullivan
Consultant
Mr. Craig Svendsen, CFA
Partner
Ms. Donna Szeto, CFA
Research Consultant
Mr. Kevin Q. Tatlow, CAIA
Senior Research Consultant, Private Markets
Ms. Laurie M. Tillinghast
Senior Consultant
Mr. Michael J. Valchine
Consultant
Ms. Claire Woolston
Research Consultant, Private Markets
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