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Brandon Parrish, CFA, CAIA, Private Wealth Consultant

Brandon is a Consultant with NEPC focusing primarily on advising family offices, ultra-high net worth individuals, and Endowment and Foundation clients. Brandon’s expertise is in asset allocation and portfolio construction, modeling and implementation of goals based asset allocation studies, and evaluation and selection of alternative investment managers. In addition to his client activities, Brandon is a member of the Asset Allocation Committee and the Alternative Assets Committee. In his role on the Asset Allocation Committee, Brandon has been instrumental in creating goal-based and tax-efficient asset allocation strategies for NEPC’s Private Wealth clients. Brandon is also a contributor to the Alternative Assets Committee which reviews, vets and approves all prospective alternative strategies as well as deciding on advisable action following any manager due diligence events. Prior to joining NEPC, Brandon worked as an Investment Officer for the Family Office and Charitable Solutions Group at BNY Mellon where he managed various taxable trusts, life-income portfolios, endowments and foundations totaling over $500 million in assets on behalf of family offices, ultra-high net worth individuals, and non-profit organizations. Prior to BNY Mellon, Brandon worked for State Street Corporation as a Structured Products Analyst where he conducted analysis of fixed income securities. Brandon earned his M.S. in Finance from Boston College Carroll School of Management and his B.S. in Finance from Roger Williams University. Brandon is a CFA charter holder and a member of both the Boston Security Analysts Society and the CFA Institute. Brandon also became a Chartered Alternative Investment Analyst designee in 2015.

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NEPC 2017 Market Outlook Conference - Thoughts for Private Wealth

January 25, 2017