Donna Szeto, CFA

Donna is a senior research consultant in the traditional manager research group, where she assists with research updates, manager searches, and technical projects.  Donna is the lead member of the Large Cap Equity Advisory Group and Emerging Managers Advisory Group.  She is also a member of the Small Cap Equity Advisory Group.  She identifies new strategies for potential placements in NEPC’s clients’ plans and conducts due diligence on events to assess the level of impact to the clients’ plans.

In addition to her manager research responsibilities, Donna is a member of the Traditional Research Due Diligence Committee, which meets every other week to review the events of the preceding two weeks as they relate to the investment management community, and evaluate investment strategies for recommendation to clients.

Before joining NEPC in 2004, Donna worked at Fidelity as a mutual fund analyst and a product manager.  Prior to Fidelity, Donna was a risk management and surveillance coordinator/officer at Mellon Financial Corporation.

Donna is a CFA charter holder and a member of the Boston Security Analysts Society.  She received a B.A. from Harvard University with Honors in 1993.