Margaret Belmondo joined NEPC in October 2016 with her investment experience dating back to 2001. Margaret sits on the Public Fund Team with broad responsibilities in all facets of client management, including investment policy development, asset allocation, investment manager selection, performance and risk measurement, and asset/liability studies.
Previously, Margaret was at the PFM Group of Philadelphia, PA, where she was a Director in the asset management group. There, she collaborated with trustees, investment committees and plan sponsors to develop and implement investment objectives, policies, strategies and on-going tactical portfolio moves. She was a member of the investment research team responsible for conducting due diligence on investment managers, including those running alternative strategies such as private equity and hedge funds. Margaret participated in Multi-Asset Class Investment Committee meetings and oversaw the Emerging Manager Program, which focused on selecting qualified minority- and women-owned business enterprises (MWBE).
Prior to that she was a Senior Investment Consultant at SEI Investments in Oaks, PA. She provided private wealth management services to a group of high net worth and institutional clients including individuals, family offices, and foundations with greater than $750 million in assets under management and advisement.
Margaret earned a B.A. in Finance from Villanova University. She is a Certified Investment Management AnalystSM, a member of the EconomicsPennsylvania State Board of Directors, and a 2016 graduate of LEADERSHIP Philadelphia, a non-profit organization that mobilizes and connects talent of the private sector to serve Philadelphia.