John joined NEPC in August 2003, having been in the investment business since 1992. John is the team leader for the NEPC Taft-Hartley Consulting Practice. Prior to joining NEPC, John was the Western Regional Director for the Marco Consulting Group (MCG) from 1999 to 2003 where he succeeded in developing a west coast presence in the Taft-Hartley market for MCG. In addition to developing new client relationships in the west coast, John also worked with clients to facilitate asset allocation studies, asset-liability studies, manager searches and performance measurement.
Before joining MCG in 1999, John was a Vice President with Weiss, Peck & Greer Investment Management. John led the marketing and client service efforts for Taft-Hartley funds in the western region. He also co-created the American Labor Alliance that brought together a recordkeeping capability, an administrative capability, and investment options for Taft-Hartley plans that wanted to offer their participants the ability to save additional assets and provide direction for their retirement plans.
John has spoken at the last five national conferences for the IFEBP, speaking twice about Portable Alpha and once on the top ten mistakes money managers make in presenting to trust funds and most recently discussing opportunistic investment strategies. John also has made educational presentations to numerous Taft-Hartley functions including the Southern California Administrators Association and the Central Valley Labor Council.
In 2005, John was named Taft-Hartley Consultant of the Year by Money Management Letter. John holds an A.B. in Political Science from the University of California at Berkeley (1992).