Matt Lombardi

Chief Financial Officer & Principal at NEPC LLC

Matt Lombardi

Matt Lombardi

Chief Financial Officer & Principal at NEPC LLC

Overview
Career Highlights

NBC Securities, Inc.
NEPC LLC
Placemark Investments, Inc.

RelSci Relationships

2387

Relationships
RelSci Relationships are individuals Matt Lombardi likely has professional access to. A relationship does not necessarily indicate a personal connection.

Partner, Director of Alternative Assets Research at NEPC LLC

Relationship likelihood: Strong

Partner at NEPC LLC

Relationship likelihood: Strong

Partner at NEPC LLC

Relationship likelihood: Strong

Partner, Director of Private Markets Research at NEPC LLC

Relationship likelihood: Strong

Partner at NEPC LLC

Relationship likelihood: Strong

Partner at NEPC LLC

Relationship likelihood: Strong

Partner at NEPC LLC

Relationship likelihood: Strong

Director of Consulting Services, Partner at NEPC LLC

Relationship likelihood: Strong

Senior Consultant at NEPC LLC

Relationship likelihood: Strong

Former Chief Executive Officer at Placemark Investments, Inc.

Relationship likelihood: Strong

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Matt Lombardi
Chief Financial Officer & Principal at NEPC LLC
Education
Bachelor of Science in Economics/Finance

Bentley University is one of the nation's leading business schools, dedicated to preparing a new kind of business leader and one with the deep technical skills, the broad global perspective and the high ethical standards required to make a difference in an ever-changing world.

Career History
Chief Financial Officer & Principal
2016 - Current

NEPC LLC is an American private company located in Boston, MA, that provides investment research.On its website, the firm says this about itself: NEPC® is an independent, full-service investment consulting firm, providing asset allocation, manager search, performance evaluation, and investment policy services. We work with discerning investors on both an advisory and discretionary basis. We service 355 retainer relationships1, representing assets of $984 billion with approximately $54 billion in alternative assets, from our offices in Boston, Atlanta, Charlotte, Chicago, Detroit, Las Vegas, Portland and San Francisco.

Chief Financial Officer
Prior

Placemark Investments develops, implements and supports wealth solutions including Unified Managed Account platforms and retirement solutions for broker/dealers, registered investment advisors, banks and family offices. The firm is a leading independent overlay portfolio manager within the separate account industry. They coordinate multiple investment vehicles including separately managed accounts, mutual funds and ETFs into a single customized portfolio and provides solutions for firms seeking to expand and capture more fee-based business. Placemark Investments provides customized investment approaches designed to meet a variety of needs and risk tolerance.

Senior Vice President & Chief Operating Officer
Prior
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