Phillip R. Nelson, CFA

Partner, Director of Asset Allocation

Phillip leads NEPC’s asset allocation research and is responsible for the firm’s macroeconomic outlook, dynamic asset class views, and capital market assumptions. In addition, Phillip oversees NEPC’s beta group framework, which articulates NEPC’s outlook across the full range of public and private market implementation options for the Equity, Credit, Real Asset, and Multi-Asset beta groups. Phillip’s responsibilities also include maintaining and developing asset allocation models and frameworks used broadly by NEPC clients when constructing a strategic asset allocation for their portfolio.

Phillip joined NEPC in 2011 having been in the investment industry since 2002. Prior to joining NEPC, Phillip spent seven years with Pinnacle West Capital Corporation, where he was responsible for overseeing the investments of Pinnacle West’s Pension Plan, 401(k), OPEB, Nuclear Decommissioning Trust and Foundation.

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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