BOSTON--(EON: Enhanced Online News)--NEPC, LLC, one of the industry’s largest independent, full-service investment advisory firms, today announced that Ryan Warren has joined the firm as a consultant in the Private Wealth Business Practice. Warren is based in NEPC’s newly-opened Portland, OR, office and reports to KC Connors, NEPC Partner and Director of the Private Wealth Team.
“Our family office business is growing by leaps and bounds, and Ryan’s expertise will go a long way to helping our clients settle on appropriate portfolio diversification for their needs. We’re delighted he elected to join us.”
NEPC’s Private Wealth Group currently provides a wide range of high-touch services to ultra high-net-worth individuals and family offices, including investment and philanthropic advice, legacy planning, and multi-generational investment planning.
“We’re continually looking for the best and brightest in the private wealth arena, and Ryan is ‘straight out of central casting’ as far as that’s concerned,” said KC Connors. “Our family office business is growing by leaps and bounds, and Ryan’s expertise will go a long way to helping our clients settle on appropriate portfolio diversification for their needs. We’re delighted he elected to join us.”
Immediately prior to joining NEPC, Warren spent nearly 10 years at CTC | myCFO, most recently as an investment advisor. In that role, he provided investment advisory support to twelve high net-worth families. Prior to that, he was an Associate Consultant, also at CTC | myCFO, a role in which he was responsible for creating custom asset allocation studies, preparing detailed
investment implementation plans and facilitating the execution of investments. Warren started his career at CTC | myCFO as a Performance Systems Conversion Analyst before his promotion to Performance Reporting Analyst a year later.
“This is a terrific opportunity to work with a marquee name in investment consulting, alongside some of the best practitioners in the business who clearly love what they do,” said Warren. “I look forward to working with the entire Private Wealth team, helping to continue the growth of this important franchise.”
In late January, NEPC announced plans to grow its Private Wealth Group into a significant family office business and one of the firm’s key practice areas. To support this effort, NEPC simultaneously announced the hiring of renowned family office professionals and former CTC | myCFO Managing Directors, Karen Harding and Kristi Hanson, who both joined the firm as Partners.
Warren received his Bachelor of Science degree in Business Administration from the University of Oregon, is a CFA charter holder and a CFP professional.
About NEPC, LLC
NEPC, LLC® is an independent, full service investment advisory firm, providing asset allocation, manager search, performance evaluation, and investment policy services. It works with institutions and private wealth clients on both an advisory and discretionary basis. NEPC has offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas, Portland and San Francisco. Learn more at http://www.nepc.com/clients/private_wealth.