Principal and Senior Consultant
Sam joined NEPC in 2015 and has 19 years of broadly-based experience in investment consulting and financial services. He is a member of our Philanthropic Practice Group and works with select Private Wealth clients. Sam most recently held the position of Senior Consultant at DiMeo Schneider and Associates, where he served as the lead consultant for investment programs spanning Healthcare, Endowments and Foundations, and Corporate defined benefit and defined contribution plans with particular expertise in assisting law firms. He also consulted to many clients on a discretionary or outsourced basis.
Earlier in his career, Sam held the position of Vice President of Investment Banking at Duff & Phelps, LLC. There he counseled the boards of directors of many prominent companies, while overseeing client relationships, managing internal service delivery teams and sourcing new business. He also held positions at J.P. Morgan Chase & Co./Bank One Corp. and T. Rowe Price Associates Inc.
Sam has an MBA from Northwestern University’s Kellogg School of Management and a B.A. in French Literature from Haverford College. He also holds the Chartered Alternative Investments Analyst (CAIA) designation.