Peggy is responsible for all of NEPC’s financial matters and corporate books. Peggy manages the Finance Team at NEPC, while overseeing all company accounting practices, internal controls, budget preparation, financial reporting, financial forecasting, cash management, and equity reporting/distributions. She directs financial strategy, planning and forecasts conferring with the Managing Partner. Peggy works with external auditors on annual financial audits/tax return preparation for the LLC and Trust.
Peggy joined NEPC in 1994 as an Administrative Assistant after completing her undergraduate degree. After one year, Peggy began to assist Mr. Bogle with the preparation of performance measurement processing for several accounts and was subsequently promoted to Analyst. In 1996, Peggy was asked to assist the Controller and after two years was promoted to Senior Financial Analyst. Peggy was promoted to Controller in January 2002, and Senior Controller in 2011. Peggy received her B.A. from Lake Forest College and her M.B.A. from Suffolk University.