Istvan is a Research Consultant on the NEPC Research Department’s Client Strategy Coverage Team. In his role he is responsible for investment research and due diligence of various equity and fixed income strategies. He assists with research updates, technical projects and conducts due diligence on events to assess the level of impact to the clients’ plans.
Istvan started at NEPC as a Performance Analyst in 2005. Later, as Senior Performance Specialist led a team of analysts and the west coast performance reporting operations for over a decade focusing on Public and Taft/Hartley clients. Prior to joining the research team, Istvan was a Consultant on the Taft/Hartley team where he assisted clients with manager searches, performance measurement, asset allocation studies, technical projects and other client specific initiatives.
Before joining NEPC in October of 2005, Istvan was a Fund Accountant at State Street - IMS. His role was to review and analyze that proper procedures were followed in the accounting of PIMCO’s mutual funds. Istvan was also an Internal Auditor at Lake Hamilton Enterprises, Inc., a multi-bank holding company, focusing on internal controls and regulatory compliance. He examined operating practices, and financial and risk management processes for the organization.
Istvan earned his B.A.s in Finance and International Business from the University of Arkansas at Little Rock.