BOSTON–(BUSINESS WIRE)–NEPC, a leading research-driven investment consultant and OCIO provider with $1.4 trillion in assets under advisement, today announced that Rose Dean, CFA, has joined the firm as Senior Consultant and Principal, effective April 3, 2023. This announcement is part of NEPC’s strategic expansion of its West Coast and Midwest presence.
With over 21 years of industry experience, Dean advised state-level public pension funds, foundations, and corporate DB/DC plans with assets totaling over $600 billion as a general consultant. Dean brings deep investment acumen and experience to her new role and will report directly to Kevin Leonard, Partner, and leader of NEPC’s Public Funds Team.
“We are thrilled to have Rose join our team,” said Leonard. “As we continue to help clients navigate a complicated investment landscape, I know that Rose’s institutional experience and ability to build strong client relationships will help us continue building enduring and innovative investment programs tailored to our clients’ unique financial goals and constraints.”
Dean joins NEPC from Wilshire Advisors, where she most recently served as Managing Director. In that role, she led multiple asset owner relationships for non-discretionary and discretionary investment portfolio advisory services. She also served on Wilshire’s Fixed Income/LDI, Private Equity/Credit, and Diverse‐Owned Manager Committees. Prior to joining Wilshire, Dean ran a start‐up alternative investment consulting business, advising on opportunities focused on private credit and asset‐based loan portfolios. Her experience also includes trading fixed income at Citigroup and conducting hedge fund manager research at Harcourt.
“I’m excited to join an industry leader such as NEPC, and to work alongside a dynamic team to strengthen our West Coast and Midwest presence as we continue to build on our already strong foundation.”
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ABOUT NEPC, LLC
NEPC is an independent investment consultant, private wealth advisor, and OCIO provider serving over 400 retainer clients and $1.4 trillion in total assets. Combining a proprietary research team dedicated to the long-term challenges facing investors with our unique client-centric model, NEPC builds forward-looking investment portfolios for institutional investors and ultra-high-net worth individuals. To learn more about NEPC, visit nepc.com.