BOSTON, May 9, 2017 – NEPC, LLC, one of the industry’s largest independent, full-service investment advisory firms, today announced that Dan Gimbel has joined the firm’s Private Wealth Team in the capacity of Principal and Senior Consultant. Gimbel will split his time between NEPC’s offices in Boston, Portland, OR, and Ponte Vedra Beach, FL.
NEPC’s Private Wealth Group 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. 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, and the group has made several senior hires over the last few weeks.
“Attracting and retaining the best talent the industry has to offer is an essential component of NEPC’s business model and a key driver of our business success,” said KC Connors, NEPC Partner and Director of the Philanthropic and Private Wealth Teams. “Dan is emblematic of the caliber of individual we’re looking for, and we know that he’ll make lasting contributions to the Private Wealth Group, and to the entire NEPC franchise. We look forward to working with him.”
Immediately prior to joining NEPC, Gimbel served as Director, Investment Advisory Services at CTC | myCFO, a position he held since 2006. His role at the firm included managing all aspects of client relationships, including asset allocation analysis, development of investment policy statement, investment portfolio construction, manager monitoring and performance reporting. He also served as a voting member on the firm’s investment and operating committees.
Previously, Gimbel served as Director, Corporate Sponsorships, at Charles Schwab with responsibility for the delivery and integration of all financial products and services to the PGA Tour, US Ski and Snowboard Association, and the San Francisco Giants. Beyond this, he served as a financial consultant at Shearson Lehman Brothers, and an account executive at Merrill Lynch.
Gimbel holds a BS degree in Business Administration and Finance from the University of Southern California, and a Certified Investment Management Analyst (CIMA®) designation from The Wharton School, University of Pennsylvania.
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Danielle Orsino 646-343-9672