Senior Research Consultant
Stephen joined NEPC in 2005 and began his career in the investment industry in 1986. Stephen is a Senior Research Consultant in the Public Markets research group, conducting long-only manager research. Here he assists with research updates, technical projects and conducts due diligence on events to assess the level of impact to the clients’ plans.
Prior to joining NEPC, he spent approximately seventeen years with RogersCasey, where he was a Director and consultant, providing investment consulting work. He also spent a number of years specializing in the manager research area for the firm. Earlier in his career, Stephen was a fund accountant at Pioneer Investment Management.
Stephen earned a B.S. in Accounting & Marketing from Boston College. He is an Advisory Board Member of the Boston Investment Professionals.