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Sarah Samuels, CFA, CAIA

Partner, Director of Marketable Securities 

Sarah is a partner at NEPC and oversees the firm's public markets and hedge fund manager research. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including manager selection across private markets, public markets, and hedge funds, asset allocation and portfolio construction.

 

Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection across asset classes. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios. She regularly presented investment recommendations, asset allocation, and portfolio management strategy to the Investment Committee and Board, and was a member of the four-person Executive Management Team tasked with strategic planning and management of the organization. Samuels also worked as an associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company.

Samuels is a Director of the CFA Society Boston and the University of New Hampshire Boards, served on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network (PEWIN).

She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and minor in Business from the University of New Hampshire.

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