Principal, Senior Consultant
Rich joined NEPC in 2001, and his investment experience dates back to 1993. Rich is a member of NEPC’s Endowment & Foundation Consulting Group. He assists clients with the development of investment policies and objectives, the evaluation and selection of investment managers, and the measurement and analysis of investment performance. With his background in research, he served as a “devil’s advocate” on the Alternative Assets Committee, guides technical research projects, conducts capital market analyses and research, and mentors a team of Research Analysts. He is also a member of the Real Assets Advisory Group.
Prior to joining NEPC, Rich worked as a Financial Institution Examiner for the Federal Deposit Insurance Corporation, where he performed specialized examinations of financial institutions, instructed assistant examiners at the FDIC’s national training center, and served as the Capital Markets Specialist at his field office. He served with the FDIC for eight years.
Rich holds a B.S.B.A. in International Business/Finance from American University and an M.B.A. in Finance from Babson College. He is a CFA charter holder and a member of both the CFA Society of Buffalo, and the CFA Institute. He is also a former “grader” for the CFA Level III Exam. He became a Chartered Alternative Investment Analyst designee in 2005. Rich serves in leadership positions in Boy Scouts and Cub Scouts and is a youth basketball coach in Hamburg, New York. He is active in Western New York branch of the Juvenile Diabetes Research Foundation and was Corporate Chair for 2018’s JDRF One Walk.