Tim joined NEPC in 2008 and specializes in all aspects of consulting to defined contribution plans, including plan design, investment and governance issues. In addition to extensive experience working with large corporate plan sponsors, Tim primarily supports healthcare organizations understanding the unique challenges often encountered within the industry. His focus on healthcare allows him to leverage his experience and knowledge in real time with all of his clients. To aid in that effort, Tim hosts our annual healthcare webinar highlighting fees and trends with defined contribution plan design specific to the industry. Tim is also a member of the Large Cap Equity Advisory Group, which supports NEPC’s research efforts for reviewing, vetting and approving all prospective strategies within this asset class.
Prior to joining NEPC in 2008, Tim was employed by TF Title and Recording as a principal. Prior to that, Tim worked at State Street Bank and Trust Company as a senior custody/accounting specialist, where he audited daily work of fund accountants and portfolio administrators for accuracy, ensured compliance with procedures, and coordinated with client and portfolio administrators for trade settlement resolutions.
Tim received his B.A. in Business Administration from the University of Massachusetts at Amherst. He holds the Chartered Alternative Investment Analyst (CAIA) designation.