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. 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.