Sam joined NEPC in 2015 and has 23 years of broadly-based experience in investment consulting and financial services. He is a partner at NEPC and a senior member of our Endowment & Foundation consulting practice. Sam previously held the position of Senior Consultant at DiMeo Schneider and Associates, where he served as the lead consultant for investment programs spanning Endowments and Foundations, Healthcare, and Corporate retirement plans. He has also consulted to many clients on a discretionary (i.e. outsourced) basis.
Earlier in his career, Sam held the position of Vice President at Duff & Phelps, LLC. There he counseled the boards of directors of many prominent companies, while overseeing client relationships, managing internal service delivery teams and sourcing new business. He also held positions at J.P. Morgan Chase & Co. and T. Rowe Price Associates Inc.
Sam has an MBA from Northwestern University’s Kellogg School of Management and a B.A. in French Literature from Haverford College. Sam also holds the Chartered Alternative Investment Analyst (CAIA) designation.