Partner, Director of Portfolio Services
Lenia joined NEPC in 2014 as the Director of Discretionary Operations. She is responsible for overseeing all implementation activities related to discretionary portfolios ranging from new client on-boarding’s to ongoing rebalancing and investment manager transitions across an array of investment strategies and vehicles including alternative assets. Lenia also works on new business opportunities and other strategic initiatives related to the growth of the OCIO business. In her career, Lenia has authored white papers related to operational best practices for OCIO providers as well as operational considerations for alternative strategies structured within regulated mutual fund constructs.
Prior to joining NEPC, Lenia was Executive Director, Senior Product Manager at J.P. Morgan Chase, where she was responsible for Fund Services products including fund accounting and fund administration for registered and unregistered products. Before J.P. Morgan, Lenia spent six years at Wellington Management Company in various roles including Vice President within Hedge Fund Administration. Lenia began her investment operations career at Investors Bank and Trust where she spent seven years as an Account Manager in Fund Accounting and Custody Operations.
Lenia earned a B.A. from Colby College and M.B.A., Concentration in Finance from Suffolk University.