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NEPC adds three senior hires to private wealth business group

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NEPC has hired three professionals to augment the firm’s private wealth business practice.

Stacey Flier, senior consultant, and Isabelle Campell and Brandon Jones, both consultants, all join NEPC from CTC | myCFO and are based in NEPC’s Portland, Oregon office.
 
They report to KC Connors, NEPC partner and director of the private wealth team.
 
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.
 
“Our family office offering has seized the imagination of high net-worth individuals and their advisors, helping to accelerate the growth of our private wealth group into one of the firm’s key practice areas,” says Connors. “Fortunately, we’ve been able to avail ourselves of family office talent the likes of Stacey, Isabelle, and Brandon to help keep pace with the growth in client demand. We look forward to working with them and to benefiting from the experience they bring to our clients.”

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