Chief Investment Officer, Partner
Tim joined NEPC in 2006 and began his career in the investment industry in 2002. Tim is responsible for overseeing Investment Research at NEPC, a group of 49 professionals including dedicated teams focusing on Alternative Investments, Traditional Strategies, and Asset Allocation. As CIO, Tim leads investment strategy development for NEPC including market assessment and outlook, communication of key themes and best ideas, as well as evaluation of investment strategies. Tim also works closely with a wide variety of clients to construct investment portfolios to meet their long-term objectives. Tim chairs the Partners’ Research Committee, and is a member of the Traditional and Alternative Research Due Diligence Committees and the Asset Allocation Committee. Additionally, Tim is a member of the firm's Management Group. Tim was named in CIO magazine’s “The Knowledge Brokers 2016” edition as one of the world’s most influential investment consultants. In 2015, Tim topped CIO magazine’s 2015 annual ranking of the world’s most influential investment consultants in the Generalist consultant category. In 2014, Tim was recognized by CIO magazine in their edition titled “The Knowledge Broker” as one of the top 25 of the world’s most influential investment consultants. Tim ranked 6th out of the 25 consultants recognized.
Prior to becoming Chief Investment Officer, Tim served as NEPC’s Director of Traditional Research, overseeing long-only manager research and Asset Allocation. Previously, Tim worked in Asset Allocation and Manager Research functions, where his responsibilities included maintaining and developing asset allocation models and frameworks used broadly by NEPC clients as well as Global Asset Allocation and Risk Parity manager research. Before joining NEPC, Tim was an associate at Towers Perrin, where he provided actuarial consulting advice and addressed plan asset-liability issues for clients.
Tim earned his B.A. in Mathematics from Colgate University. He is a Fellow of the Society of Actuaries (FSA), and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investments Analyst (CAIA) designations.