Private Wealth Division Has Added Six New Hires in Q1 Alone
BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest independent, full-service investment advisory firms, today announced the hire of three professionals to augment the firm’s Private Wealth Business Practice. Stacey Flier, Senior Consultant, and Isabelle Campbell and Brandon Jones, both consultants, all join NEPC from CTC | myCFO and are based in NEPC’s Portland, OR, office. They report to KC Connors, NEPC Partner and Director of the Private Wealth Team.
“Our family office offering has seized the imagination of high net-worth individuals and their advisors, helping to accelerate the growth of our private wealth group into one of the firm’s key practice areas”
NEPC’s Private Wealth Group currently provides a wide range of high-touch services to ultra high net-worth individuals and family offices, including investment and philanthropic advice, legacy planning, and multi-generational investment planning.
“Our family office offering has seized the imagination of high net-worth individuals and their advisors, helping to accelerate the growth of our private wealth group into one of the firm’s key practice areas,” said KC Connors. “Fortunately, we’ve been able to avail ourselves of family office talent the likes of Stacey, Isabelle, and Brandon to help keep pace with the growth in client demand. We look forward to working with them and to benefiting from the experience they bring to our clients.”
About the Hires
Flier joins NEPC following a 22-year career at CTC | myCFO, where she most recently served as a senior consultant and Director, Investment Advisory Services. In that role, she was responsible for structuring portfolios to maximize after-tax return, taking into consideration clients’ differing risk tolerances, and delivered investment advice and education to clients on investment trends, opportunities and challenges. She started her career at U.S. Bank in Seattle. Flier received her MBA from Portland State University, and a BA degree (honors) from the University of Puget Sound. She is a Chartered Financial Analyst, a Registered Investment Advisor, and is a member of the CFA Society of Portland
Immediately prior to joining NEPC, Campbell spent two decades at CTC | myCFO, most recently as an investment advisor, a position which saw her advise and establish trusted relationships with complex clients, providing in-depth knowledge, guidance, and solutions on a full range of investments. Before that she was an assistant consultant, then a consultant, at CTC Consulting. Campbell started her career at U.S. Bank – Qualivest in Portland, Oregon, and holds a degree in accounting from Portland State University.
Jones most recently served as a director at CTC | myCFO, where he oversaw the monitoring of strategy performance through qualitative and quantitative investment manager data, and collaborated with consultants to structure, optimize, and implement client portfolios. He began his career with the firm in 2010 as a performance reporting analyst before being promoted to research analyst. Jones began his career as a pension fund analyst at Milliman, Inc., and holds a BS in finance from Portland State University.
In late January, NEPC announced plans to grow its Private Wealth Group into a significant family office business and one of the firm’s key practice areas.
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Andrew Healy, 212-625-2363