Brian Roberts, CAIA


Brian joined NEPC in 2009 and his consulting responsibilities include servicing primarily corporate pension plans, as well as Taft-Hartley pension funds, and bank organizations.  He works with clients to facilitate asset allocation studies, liquidity and scenario analyses, manager searches, performance measurement and various other projects as needed.  He is a member of the Corporate Pension Solutions Group, the Overlay Research Team and oversees the PFaroe Risk Management Platform implementation at NEPC.

Prior to joining NEPC, Brian was employed at AllianceBernstein as a Senior Associate, where he was responsible for providing servicing, sales, and operational support to a team of Financial Advisors for high net-worth clients.  He maintained client relationships and oversaw the transition and implementation of new accounts in addition to performing asset allocation studies and wealth forecasting analysis. 

Brian earned an M.B.A. from the University of Denver and a B.A. from Colorado College.  He holds the Chartered Alternative Investment Analyst (CAIA) designation.

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