Sarah Samuels, CFA, CAIA, Partner at NEPC, was named to Pensions & Investments’ (P&I) inaugural list of Influential Women in Institutional Investing in September. The award recognized 65 awe-inspiring women with an outsized impact on the institutional investing industry. If you have had the pleasure of meeting or working with Sarah, this acknowledgment of her success should come as no surprise.

Sarah Samuels in group of women ringing the NYSE closing bell.
Photo from Pensions and Investments.

Sarah had the privilege of attending the New York Stock Exchange (NYSE) closing bell ceremony with P&I, honoring this year’s class of Influential Women in Institutional Investing. (She is pictured below on the podium with the P&I team and other Influential Women in Institutional Investing.)

Throughout her career Sarah has used her voice to push the investment industry forward on issues of representation, diversity, equity, inclusion and transparency. Sarah plays a critical role within the NEPC community, supporting efforts to increase the diversity of the firm’s workforce and implementing novel solutions to provide the firm’s clients with a broader selection of best-in-class, diverse investment managers.

She is also actively involved with NEPC’s Women’s Leadership Forum, working tirelessly to fulfill the group’s mission of increasing visibility and opportunities for women throughout the firm by influencing policies and practices that drive gender equality. These efforts culminated in NEPC’s new allyship program focused on colleagues as allies and educational workshops to build communication skills for women in financial services.

Sarah’s commitment to promoting diversity in the investment industry extends beyond the walls of NEPC. She chairs the Boston chapter of PEWIN (Private Equity Women Investor Network). In addition, Sarah serves as chair on the CFA Society Boston Board, which pioneered a financial literacy program; she will also serve as chair of the 6000-member organization next year with equitable representation and education as her platform. Sarah serves on the Girls Who Invest Advisory Board and has worked with many of scholars in the workforce today. As a member of TBD Angels, she invests in early-stage companies with a focus on social impact.

Sarah is also instilling her passion for investing in her young daughters. In addition, she is writing a children’s book to inspire the next generation of investors.


Pensions & Investments provides news, research and analysis to the executives who manage the flow of funds in the institutional investment market. The results mentioned above should not be considered a recommendation of any specific firm or individual consultant. NEPC did not pay a fee in connection with this award. For more information, please visit:

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