Chief Financial Officer, Principal
Matt joined NEPC in 2014 and brings over 25 years of financial operations, treasury, human resources and facilities management experience to NEPC. In his role as Chief Financial Officer, Matt is responsible for financial analysis and projections, cost identification and allocation, and revenue/expense analysis. He oversees long-term budgetary planning and cost management in alignment with NEPC’s strategic plan. Matt is a member of NEPC’s Management Group.
Matt joined NEPC from Placemark Investments, where he worked for nine years. Matt began his career at Placemark as a consultant and ultimately became their Sr. Vice President and CFO. Prior to joining Placemark, Matt was Vice President of Finance at Fidelity Investments, leading the finance team supporting Fidelity's Registered Investment Advisor Group. In addition, he worked at PricewaterhouseCoopers in its management consulting practice and was a founding principal & COO for NBC Securities, Inc., the self-clearing brokerage arm of Alabama National Bancorp. Prior to that, Matt helped lead a successful turnaround effort at Sterne, Agee & Leach, a regional broker-dealer.
Matt received a B.A. in Economics/Finance from Bentley University.