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Steven F. Charlton, CFA

Partner, Director of Consulting Services

Steve provides strategic leadership in multiple areas at NEPC, including design and strategic direction for several of NEPC’s strategic product initiatives.  Prior to his current role Steve was the head of NEPC’s overall client-facing consulting business for four years and the head of one of NEPC’s major business lines for over ten years.  Steve is a member of NEPC’s Discretionary (OCIO) Committee, Management Group, Traditional Due Diligence Committee, and is involved in many of the technical projects performed at NEPC.  Steve is a frequent speaker at national industry conferences, he is the author of multiple research and technical papers, and is often quoted in the popular press.

Prior to joining NEPC in 1996, Steve worked as an Investment Specialist at Putnam Investments, where he was responsible for helping clients understand the products and performance offered through Putnam.  Steve worked with Putnam’s clients to develop cohesive plan designs and investment policy statements and help plan sponsors better evaluate their long-term objectives and plan performance.

Steve earned a B.A. with two majors, Economics and English Writing, from St. Lawrence University in 1991.  Steve is a CFA charter holder and a member of both the Boston Security Analysts Society, and the CFA Institute.   

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