Sarah Samuels

Sarah is a Partner and Chief Investment Officer at NEPC, overseeing the firm’s asset allocation, portfolio construction, OCIO and investment manager selection across private markets, hedge funds and public markets. Prior to joining NEPC, she was managing director at Wellesley College where she was responsible for the investment of the College’s endowment, including manager selection, asset allocation and portfolio construction.

Earlier in her career, Sarah was deputy chief investment officer at Mass PRIM where she chaired the internal investment committee and oversaw asset allocation, investment research and manager selection across asset classes. Samuels led the portfolio management of the $80 billion pension fund and was a member of the Executive Management Team tasked with strategic planning and management of the organization. Sarah also worked as associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company.

Sarah is a member of the PEWIN Board and founded the Boston chapter. Previously she chaired the CFA Society Boston Board and the University of New Hampshire (UNH) Investment Committee and served as a Board Director for the University of New Hampshire.

Sarah holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations and earned an MBA in Finance at Boston University and a BA in German/minor in Business from the University of New Hampshire. She is an active angel investor and member of TBD Angels. She also founded the Pull Up A Chair podcast for CFA Society Boston. In addition, Sarah is a passionate financial literacy advocate. She founded the 30 Seconds of Bravery movement and authored the children’s book Braving Our Savings, both aimed at inspiring and teaching children about investing.