Partner, Director of Portfolio Strategy
Chris joined NEPC in October of 2001, with his investment experience dating back to 1996. Chris is a member of the Discretionary Team and spends the majority of his time strategically building, maintaining, and opportunistically adjusting discretionary portfolios. He is the consistent link between the NEPC client team and the Discretionary Committee who ultimately approves initial and ongoing asset allocation changes in discretionary portfolios. Chris continues to have a heavy focus on Endowment and Foundation and Private Wealth clients and maintains an ongoing dialogue with NEPC’s Endowment and Foundation Group where he worked for eight years.
In addition to his client responsibilities, Chris has extensive experience in asset allocation modeling, risk budgeting, performance analysis, and investment manager research. He is a member of the Partners Research Group, the Alternative Assets Committee, and the Fixed Income Advisory Group.
Prior to joining NEPC, Chris was a Vice President in product development and marketing for the fixed income department at Loomis Sayles and Company. He was responsible for creating new fixed income products and strategic positioning. Previously at Loomis, Chris worked as a quantitative analyst and was responsible for developing foreign currency scenario analysis and building GIPS compliant composites for over $29 billion in assets. Prior to his employment at Loomis Sayles he worked at State Street Bank where he reconciled and priced mutual funds. Other previous employers include The Vanguard Group.
Chris is a CFA charter holder and is a member of the Boston Security Analysts Society and the CFA Institute. He holds a B.A. in Economics from Denison University.