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Profil
Sarah Nelson Samuels is currently a Partner & Chief Investment Officer at NEPC LLC (Investment Management), a position starting in 2026.
Formerly, Ms. Samuels worked at Wellington Management Co. LLP as an Assistant Vice President & Analyst in 2010, at Pension Reserves Investment Management Board as Deputy Chief Investment Officer from 2011 to 2017, and at Boston Advisors LLC as an Associate Portfolio Manager.
Education includes an MBA from Boston University conferred in 2011 and an undergraduate degree from the University of New Hampshire conferred in 2004.
Postes actifs de Sarah Samuels
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Sarah Samuels
| Sociétés | Poste | Fin |
|---|---|---|
Pension Reserves Investment Management Board
 Pension Reserves Investment Management Board Investment ManagersFinance PRIM’s mandate is to construct and manage a portfolio of investments that delivers strong risk-adjusted returns to reduce the Commonwealth’s unfunded pension liability and also help local participating retirement systems meet their pension obligations. The firm aims to be a leading investor of retirement funds through strong financial performance, a high degree of professionalism and transparency, and responsible resource management. | Directeur en chef des Investissements | 01/09/2017 |
Boston Advisors LLC
 Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Corporate Officer/Principal | - |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | 30/04/2010 |
Formation de Sarah Samuels
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Boston Advisors LLC
Boston Advisors LLC Investment ManagersFinance Boston Advisors investment process utilizes proprietary metrics and quantitative and qualitative research from independent research providers. Their institutional investment process begins with an evaluation of the stock universe appropriate for the assignment through their proprietary stock selection engine. The stock selection process prioritizes stocks based on multi-factor statistical models to create data and liquidity screens. These factors are used conjunction with a custom risk model to quantify and manage exposures in the portfolio and portfolio construction rules to build mandate-specific portfolios, designed to target different style boxes, capitalization ranges and risk goals. For Private Account Group clients, Boston Advisors offers asset allocation and customized account solutions in addition to the Private Account Group product offerings. The process begins with a screening for good valuation and increasing business momentum across the universe of available companies to narrow down the list of potential investments. The firm then conducts a thorough review to understand the business fundamentals and dynamics of each company stock they plan to purchase. Boston Advisors will tailor services on the basis of specific client's needs and objectives and will accept restrictions on investing in certain securities or types of securities. The eligible stock universe for institutional and Private Account Group Clients include exchange listed securities, ETFs, over-the-counter securities, corporate debt securities, warrants, options, commercial paper, mutual funds, U.S. government securities, and municipal securities. | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pension Reserves Investment Management Board
Pension Reserves Investment Management Board Investment ManagersFinance PRIM’s mandate is to construct and manage a portfolio of investments that delivers strong risk-adjusted returns to reduce the Commonwealth’s unfunded pension liability and also help local participating retirement systems meet their pension obligations. The firm aims to be a leading investor of retirement funds through strong financial performance, a high degree of professionalism and transparency, and responsible resource management. | Finance |
University of New Hampshire
 University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
