Isabelle is a Consultant with NEPC and has over 30 years’ experience in the investment industry. In her role at NEPC, Isabelle advises family offices and ultra-high net worth individuals. Isabelle’s expertise is in after-tax asset allocation, developing investment policies, portfolio construction and implementation, performance measurement and traditional and alternative manager review.
Prior to joining NEPC, Isabelle spent over two decades at CTC | myCFO, most recently as an Investment Advisor, a position in which she established trusted relationships with complex clients, providing in‐depth investments advice, guidance, and solutions. She also held a management role, where she supervised and mentored a team of Investment Associates whose main focus was servicing private wealth clients.
Prior to her role at CTC | myCFO, Isabelle was an Assistant Portfolio Manager at U.S. Bank where she managed a number of tax-exempt and taxable portfolios. Prior to U.S. Bank, she was a Senior Analyst at Qualivest Capital, a subsidiary of U.S. Bank.
Isabelle received her B.A in accounting from Portland State University. Outside the office, Isabelle enjoys spending quality time with her husband and two sons as well as hiking, traveling, and volunteering at local schools in her community.