NEPC Public Fund Team Taps Margaret Belmondo as Senior Consultant
Brings 15+ years of money management experience from top firms
Group Advises 60+ clients with combined assets of $535 billion
BOSTON, September 30, 2016 – NEPC LLC, one of the industry’s largest independent, full-service investment consulting firms, today named Margaret Belmondo as Senior Consultant on the Public Fund Team.
Belmondo will report to Partner Douglas Moseley. Her start date is October 3 and she’ll be based in Bryn Mawr, PA.
“Margaret has a sterling reputation of being among the most dedicated and results-driven consultants in the investment management space,” said Moseley. “NEPC turned 30 this year and throughout our company history we’ve been dedicated to creating a client-centric experience, one that I know Margaret is committed to supporting as our business continues to grow. We’re delighted to have her on the team.”
Previously, Belmondo was at the PFM Group of Philadelphia, PA, (2011–2016) where she was a Director in the asset management group. There, she collaborated with trustees, investment committees and plan sponsors to develop and implement investment objectives, policies, strategies and on-going tactical portfolio moves. She was responsible for vetting investment managers, including those running alternative strategies such as private equity and hedge funds. Securing new and maintaining existing client relationships was part of her mandate.
Prior to that she was a senior investment consultant at SEI Investments of Oaks, PA, (2001–2011). She has provided private wealth management services to more than 100 high net worth clients including individuals, families, and foundations with greater than $750 million in assets under management and advisement.
Belmondo is a Certified Investment Management AnalystSM, a member of the EconomicsPennsylvania State Board of Directors, and a 2016 graduate of LEADERSHIP Philadelphia, a non-profit organization that mobilizes and connects talent of the private sector to serve Philadelphia. She earned her bachelor’s degree from Villanova University.
About NEPC, LLC
NEPC, LLC® is an independent, full service investment consulting firm, providing asset allocation, manager search, performance evaluation, and investment policy services. It works with institutional investment programs and high net worth clients on both an advisory and discretionary basis.
The firm has offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas and San Francisco, and advises $920 billion in institutional and private wealth assets. The firm services Public Pension Fund clients representing assets of $535 billion. All asset figures current as of 6/30/2016. Learn more at http://www.nepc.com/clients/public_funds
Contact: Matt Kirdahy Water & Wall Group (212) 343-2366 firstname.lastname@example.org