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Jack joined Chartwell in 2022. Previously, Jack was a Vice President of Taft-Hartley Services with Chartwell’s Marketing and Client Service team. Prior to joining Chartwell, he was a Senior Consultant for NEPC. Jack also worked at Wells Fargo Bank as a Portfolio Manager and as a Financial Advisor. Education:
Consultant. NEPC, LLC. Apr 2012 - Oct 202210 years 7 months. Investment Manager. Wells Fargo. Aug 2006 - Mar 20125 years 8 months. Education. University of North Carolina at Chapel Hill....
- 500+
- 577
- Chartwell Investment Partners
- Las Vegas, Nevada, United States
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We believe differences enrich perspective, debate fosters innovation, and teamwork fuels excellence. Across our seven offices in the United States and through our over 330 investment professionals, we offer clients customized and enduring investment solutions culled from extensive research. As an employee-owned organization, our accomplishments ...
58% of our 292 employees are minorities and/or female. Our Diversity, Equity, and Inclusion Network engages partners and employees to foster an inclusive culture at NEPC. NEPC’s Women’s Leadership Forum promotes mentoring, career development, and gender diversity awareness training. Our Diverse Managers Committee works in tandem with ...
About Us. NEPC is a private, employee-owned investment advisory firm founded in 1986. NEPC helps governments, institutions, families and individuals preserve and grow their capital across different asset classes and market cycles. Our research-driven investment solutions are tailored to support your unique financial goals, constraints, beliefs ...
Apr 17, 2021 · April 17, 2021. The Denver Foundation. NEPC, LLC, The Denver Foundation’s new investment consulting partner, is one of the industry’s largest independent, full-service investment consulting firms. The firm serves large endowments and community foundations, with total assets under management over $1.1 trillion.
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