Nominations for Consultant of the Year were made by a network of their peers, who represent more than $1.2 trillion in assets under management. We also asked our chief investment officer readers which consultants had honestly offered them something of true value that fit their investment needs over the long term.
Finalists were selected following a two-month nomination period, which produced hundreds of entries. Our shortlist was finalized by the CIO editorial team and our advisory board of asset owners: Jagdeep Singh Bachher of University of California, Tim Barrett of Texas Tech University System, Robert Hunkeler of International Paper, Jacque Millard of Intermountain Healthcare, Mark Schmid of the University of Chicago, and Robert “Vince” Smith of the New Mexico State Investment Council.
The finalists are:
Christopher Levell, partner, client strategy, NEPC
Levell began his consulting career in 1987, and joined NEPC in 2005 as the firm’s first senior actuarial hire. With his background as an actuary, Levell helps clients with strategic decisions on the coordination of asset allocation with plan design, contributions, and financial statements. He has assisted clients, including the state of Wisconsin, on more than 250 asset-liability studies. He led the development of risk budgeting, scenario forecasting, and liquidity analysis at NEPC.
Prior to joining NEPC, Levell was a principal with Mercer Investment Consulting, serving as a lead consultant as well as an asset-liability project consultant. In 1997, he was charged with developing Mercer’s US asset-liability modeling capability. Levell holds a bachelor’s degree in actuarial science from the University of Illinois at Urbana-Champaign, is an Associate of the Society of Actuaries, and a Fellow of the Conference of Actuaries. In addition, he holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and is a member of the Boston Security Analysts Society.
Congrats to NEPC's Chris Levell on his recent award win. The full CIO awards list can be found on their website here.