Steven F. Charlton, CFA

Steve is the head of NEPC’s discretionary consulting service, responsible for design and strategic direction of NEPC’s investment outsourcing efforts and coordination of product delivery.  Prior to his current role Steve was the head of NEPC’s overall client-facing consulting business for four years and the head of NEPC’s defined contribution consulting practice for over ten years.  Steve is a member of NEPC’s Discretionary Committee, Management Group, Partners’ Research Committee, Traditional Due Diligence Committee, and is involved in many of the technical projects performed at NEPC.  Steve is a frequent speaker at national industry conferences, he is the author of multiple research and technical papers, and is often quoted in the popular press.   Steve was selected as one of PLANSPONSOR's Most Successful Retirement Plan Advisers in January 2009.

Prior to joining NEPC in 1996, Steve worked as an Investment Specialist at Putnam Investments, where he was responsible for helping clients understand the products and performance offered through Putnam.  Steve worked with Putnam’s clients to develop cohesive plan designs and investment policy statements and help plan sponsors better evaluate their long-term objectives and plan performance.

Steve earned a B.A. with two majors, Economics and English Writing, from St. Lawrence University in 1991.  Steve is a CFA charter holder and a member of both the Boston Security Analysts Society, and the CFA Institute.