Robert J. Fishman, CFA

Partner, Director of Portfolio Strategy

Rob’s investment career began in 1995, and he joined NEPC in 1999. Rob is a member of the Discretionary Team and spends the majority of his time strategically building, maintaining, and opportunistically adjusting discretionary portfolios.  He is the consistent link between the NEPC client team and the Discretionary Committee who ultimately approves initial and ongoing asset allocation changes in discretionary portfolios.  Rob continues to have a focus on corporate defined contribution and defined benefit plan clients.  Rob has co-authored several research pieces for NEPC and has been interviewed in industry publications such as PIMCO’s DC Dialogue.  Rob’s also responsible for leading NEPC’s manager research effort in the alternatives area for custom target date funds.  Rob is a member of the International Equity Advisory Group.  He additionally chairs NEPC’s Due Diligence Committee, chairs NEPC’s Retirement Plans Committee and sits on the Partner’s Research Committee.

Prior to joining NEPC, Rob worked at Pioneer Investment Management as a Marketing Statistics Analyst.  As an analyst at Pioneer, Rob worked closely with the retirement group, where he recommended the appropriate products for new 401(k) plans as well as takeover plans.  Rob conducted competitive analysis on Pioneer’s products and calculated the performance for their mutual funds.  Prior to Pioneer, Rob worked as a performance coordinator at Eaton Vance Management.

Rob earned a M.B.A from Bentley College in 1999 and a B.S. in International Business from Ithaca College in 1994.  Rob is a CFA charter holder and a member of both the Boston Security Analysts Society, and the CFA Institute.  While at Bentley College, Rob was admitted to Beta Gamma Sigma national honor society.

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