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Phillip R. Nelson, CFA

Partner, Director of Asset Allocation

Phillip joined NEPC in 2011 having been in the investment industry since 2002. Phillip is involved in NEPC’s asset allocation research and his responsibilities include maintaining and developing asset allocation models and frameworks used broadly by NEPC clients. In addition, Phillip is involved in NEPC’s multi-asset research and due diligence activities for Global Asset Allocation, Risk Parity, and Target Date Fund strategies. Phillip is a member of NEPC’s Asset Allocation Committee, which sets the firm’s investment assumptions and broad recommendations for clients. He is also a member of the Traditional Assets Due Diligence Committee and the Liability-Driven Investment (LDI) Advisory Group.

Prior to becoming Director of Asset Allocation, Phillip served in the Traditional Assets Research group overseeing fixed income and multi-asset manager research. Before joining NEPC, Phillip spent over six years with Pinnacle West Capital Corporation, where he was ultimately responsible for overseeing Pinnacle West’s Pension Plan, 401(k), OPEB, Nuclear Decommissioning Trust and Foundation. During this time, Phillip developed extensive experience with LDI strategies and implemented a LDI program for Pinnacle West’s defined benefit plan.

Phillip received his B.A. in Political Science from the University of California Irvine. He also holds the Chartered Financial Analyst designation.

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