Brad started his investment career in 1986 and joined NEPC in 2011. Brad consults for corporate DB and DC plans, private wealth clients, healthcare clients and offshore captive insurance clients. His responsibilities include: investment policy formulation; developing asset allocation strategies and custom pension de-risking strategies; and evaluating and monitoring the investment performance of the portfolio and its managers. In addition to his consulting responsibilities, Brad is the Head of the Corporate Practice Group and a member of the NEPC Management Group. Brad is located in NEPC’s Atlanta office.
Prior to NEPC, Brad spent eight years with Hewitt EnnisKnupp in multiple roles including CEO/U.S. Investment Consulting Practice Leader, Eastern Region Leader, and a Senior Investment Consultant. While at Hewitt, Brad was a member of the Hewitt Global Investment Board and the Global Investment Committee. Brad was also a member of Hewitt EnnisKnupp’s Senior Management Team, U.S. Delegated Oversight Committee, U.S. Pension Risk Team, and U.S. Defined Contribution Research Steering Committee.
Prior to Hewitt EnnisKnupp, Brad spent nearly a decade at Bolton Partners Investment Consulting Group where he was a senior investment consultant and practice leader.
Brad earned his B.A. from Hampden-Sydney College. He holds the Chartered Financial Analyst (CFA) designation as well as the Certified Employee Benefit Specialist (CEBS) designation.