Our Team

At NEPC, we’ve created a thriving company culture that appeals to the industry’s finest talent — more than 320 professionals in eight offices nationwide, and a high concentration of professionally certified employees.

Our innovative, intellectually stimulating environment draws the kind of people who demand more of themselves and consequently deliver more to our clients. And through the profit sharing we offer to all employees and our ownership program for senior staff, we are deeply invested in our clients’ success.

Meet some of our senior team members


Richard M. Charlton

Chairman Emeritus

Lenia M. Ascenso

Partner, Director of Portfolio Services

William Y. Bogle, IV

Chief Compliance Officer, Partner

Timothy R. Bruce

Partner, Director of Portfolio Construction

Steven F. Charlton, CFA

Director of Consulting Services, Partner

Kristi Hanson, CFA

Partner, Director of Taxable Research

Christopher J. Klapinsky, CFA

Partner, Director of Portfolio Strategy

Christopher A. Levell, ASA, CFA, CAIA

Partner, Client Strategy

Timothy F. McCusker, FSA, CFA, CAIA

Chief Investment Officer, Partner

Judy A. Murphy, SPHR

Partner, Director of Organizational Development

Phillip R. Nelson, CFA

Partner, Director of Asset Allocation

Scott F. Perry, CAIA

Partner, Head of Portfolio Strategy

Sarah Samuels, CFA, CAIA

Partner, Director of Investment Manager Research

Neil N. Sheth

Partner, Director of Global Research

Robert J. Fishman, CFA

In Memoriam, 1972 – 2019

Additional NEPC Team Members: