Bradley S. Smith, CFA, CEBS


Brad started his investment career in 1986 and joined NEPC in 2011. Brad consults for corporate DB and DC plans, not-for-profit and 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. Brad is located in NEPC’s Atlanta office.

Prior to NEPC, Brad spent eight years with a global multi-national consulting firm in multiple roles including CEO/U.S. Investment Consulting Practice Leader, Eastern Region Leader, and a Senior Investment Consultant. Brad was a member of the Global Investment Board and the Global Investment Committee. Brad was also a member of the Senior Management Team, U.S. Discretionary Oversight Committee, U.S. Pension Risk Team, and U.S. Defined Contribution Research Steering Committee.

Brad spent nearly a decade at a regional investment consulting firm in the Mid-Atlantic region 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.

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