NEPC caps off year of growth with new partner and principal appointments

After a year of robust, strategic growth, NEPC is looking forward to more success ahead with its latest crop of principal and partner appointments.

The OCIO giant's three newest elected three partners and 10 principal promotions – whose functions run the gamut from investment consulting to legal, analytics, compliance and more – will take on their roles on January 1, it said Tuesday.

“This year’s class of partners and principals reflects NEPC's dedication to cultivating exceptional talent and providing best-in-class service to our clients,” Mike Manning, managing partner at NEPC, said in a statement. “In a year defined by milestones, including our recent strategic partnership with Hightower, these promotions highlight our focus on continuity, innovation, and a client-first ethos.”

NEPC's partnership with Hightower, which was announced in October, is expected to enhance Hightower's private wealth offerings with greater access to institutional-level investment research and alternative asset strategies. Together, the two are poised to manage more than $1.8 trillion in assets under advisement and $258 billion in assets under management.

Earlier this month, Hightower struck up another partnership in Colorado by snapping up Dechtman Wealth Management, a Denver-based RIA overseeing $800 million in assets.

The newly named partners at NEPC, all senior consultants at the firm, are Tom Cook, Alison Lonstein, and Matt Maleri.

Meanwhile, its newly appointed principals are:

• Jennifer Appel, senior investment director;
• Larissa Davy, senior investment director;
• Colin Hatton, senior consultant;
• Linda Hoffman, senior legal counsel;
• Alisyn Hoole, senior director of consulting analytics and development;
• Janis Kane, director of liability driven investing solutions;
• Kevin Lau-Hansen, head of operational due diligence;
• Andrew Pettersen, senior investment director;
• Jay Regan, chief compliance officer; and
• Sean Vogt, director of performance measurement.

NEPC said its latest appointments underscore its emphasis on nurturing internal talent while delivering tailored investment solutions to a broad range of institutional and private clients.

"We are confident these leaders will help shape NEPC’s future while maintaining the values that have made us a trusted partner to our clients," Manning added.