As Partner and Head of Defined Contribution (DC) Solutions at NEPC, one of the largest independent, research-driven investment consulting firms, I drive the way the firm serves over 200 DC clients. I help plan sponsors address today’s increasingly complicated challenges, from governance model support and operational risk management, to using plan data more effectively to inform plan design. Sponsors deserve tailored, innovative solutions that meet their unique needs.
Before I was a consultant, I was a plan sponsor myself. As a Director within the University of California Regents’ Office of the Chief Investment Officer, I was responsible for overseeing UC’s $20 billion DC program’s investments. As a consultant, prior to joining NEPC, I was the Head of Aon’s North America DC Multi-Asset Solutions, where I advised 21 of Pensions & Investments’ (P&I) top 100 DC plan sponsors and was entrusted with more than $800 billion in retirement savings for 60 million participants. I also led other teams, including Aon’s Custom DC Solutions Team, which was responsible for over $500 billion of bespoke solutions. I am an Executive Committee member and Chair of the Investment Policy and Design Committee for the DC Institutional Investment Association.
I’m proud to have received a 2012 Eddy Award from P&I, was named a 2014 DC Innovator Finalist by aiCIO Magazine, was named a 2013 Plan Sponsor of the Year Finalist by PLANSPONSOR Magazine, and was named a Power Broker in Employee Benefits by Risk & Insurance Magazine in 2020.