In addition, he is a frequent speaker at national industry conferences and seminars. Mike currently serves on NEPC’s Discretionary and Alternative Assets Committees. During his time at NEPC, Mike has worked closely with a broad array of clients, covering all types that NEPC works with today, including Public, Healthcare, Private Wealth, Corporate, and Endowment/Foundation investment programs. Mike became President of NEPC, LLC in 2003 and Managing Partner in April 2011. Mike began his investment career in 1993 and joined NEPC in 1997.
In 2013, Dick was honored at NASP-Detroit’s 7th Annual Encore Gala as the recipient of their “Measure of Excellence” Award.ĭick’s undergraduate degree is in Mechanical Engineering from the University of Detroit (1965), and his M.B.A., with emphasis in Statistics and Finance, is from Wayne State University (1972). He is also a past director of IMCA, the Investment Management Consultants’ Association. He also served as the Co-Chairman of the Consultants Performance Presentation Standards Task Force, a two-year effort by the investment consulting industry to develop standards for performance documentation, presentation and disclosure. During the ensuing 35 years, NEPC has become one of the largest and most well-known investment consulting firms in the industry.ĭick has been influential in shaping NEPC’s impact investing capabilities, including mission-related and Environmental, Social and Governance (ESG) principles based on a deep understanding of the role that these factors can play in many investment programs.ĭick is a frequent speaker at national industry conferences and seminars. With Merrill Lynch’s decision to leave the institutional investment consulting market at the end of 1985, Dick formed his own firm, New England Pension Consultants, now “NEPC, LLC,” converting 100% of his clients in the process. He was elected Assistant Treasurer in February 1976, overseeing the financial modeling, market research, economics, pension, and math research districts.Īfter an assignment at AT&T, Dick joined Merrill Lynch Capital Markets in 1981, assuming the investment consulting responsibility for over $25 billion in assets. Dick also prepared financial regulatory testimony, and wrote his master’s seminar on pension fund performance evaluation.
Richard “Dick” Charlton’s investment experience dates back to 1972, when he initiated Michigan Bell’s Pension Oversight District in anticipation of the oversight requirements of ERISA.
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