Our private wealth advisors possess immense industry experience, with each member bringing, on average, 23 years of expertise to the table.

Every NEPC private wealth advisor is focused on delivering strategic and sustainable long-term solutions tailored to meet your unique investment needs. As an independent, employee-owned consultant, we measure our accomplishments by your success.

In addition to our private wealth experts, we also provide you with access to the collective intellectual capital of NEPC.

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Meet Our Leadership Team

Headshot of KC Conners.
Partner

KC Connors, CFA, CAIA

Headshot of Kristi Hanson.
Partner, Director of Taxable Research

Kristi Hanson, CFA

Headshot of Karen Harding.
Partner

Karen Harding, CFA

Headshot of Stacey Flier.
Principal, Senior Consultant

Stacey Flier, CFA

Headshot of Daniel Gimbel
Principal, Senior Consultant

Daniel S. Gimbel, CIMA®

Partner

KC Connors, CFA, CAIA

KC joined NEPC as a Partner and has over thirty years of consulting experience. KC is the Philanthropic Practice and Private Wealth Director for NEPC and is a member of the firm’s Management Committee. KC’s background includes the creation of our Healthcare Enterprise Risk Model in 2010, portfolio construction and risk management. KC serves on NEPC’s Impact Investing Committee, Diverse Manager Committee, the Women’s Leadership Forum and is one of eight partners on NEPC’s Diversity and Inclusion Board. In 2015, KC was named on CIO magazine’s 2015 annual ranking of the World’s Most Influential Investment Consultants as one of the top ten Specialist consultants for her endowment/foundation and healthcare expertise. In both 2014 and 2013, KC was recognized by CIO magazine in their edition titled “The Knowledge Broker” as one of the top 25 world’s most influential investment consultants.

Prior to joining NEPC, KC was a Principal at Jeffrey Slocum & Associates leading their healthcare practice and working with large endowments and foundations. She was a member of Slocum’s senior management team overseeing planning, hedge funds, legal, risk management and human resources. While at Slocum, KC developed a Healthcare Liquidity Model that allowed clients to adjust their debt profile, pension plan contribution risk, asset structure and asset allocation. KC was also a member of the Executive Committee responsible for overseeing the firm’s hedge fund investment strategy, portfolio construction and operational due diligence. Prior to Slocum, KC was a Consultant at Wyatt Investment Consulting and Ennis, Knupp & Associates.

KC earned her M.B.A., with honors, from the University of Chicago and a B.S. in Decision Sciences from Indiana University. KC holds the Chartered Financial Analyst (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation.

KC is a frequent conference speaker on the topics of enterprise return and risk, alternative investments and balance sheet strategies. KC has served on several boards and currently serves on The Jeremiah Program National Board.

Location:St. Paul, Minnesota

Partner, Director of Taxable Research

Kristi Hanson, CFA

Kristi joined NEPC in 2017 as a Partner and member of the Research Group as Director of Taxable Research in 2017. Kristi has twenty-eight years of investment research and advisory experience in the Private Wealth marketplace. Kristi has extensive experience in alternative investments, investment research, portfolio management and serving as a client advisor. She has partnered with family offices and ultra-high net worth individuals in selecting appropriate investments customized to meet their unique needs. Kristi also serves on NEPC’s Discretionary Committee, Alternative Assets Committee and the Due Diligence Committee.

Prior to joining NEPC, Kristi spent eighteen years at CTC l myCFO and its predecessor companies where she held a number of senior leadership roles. Most recently, she was Managing Director and Director of Research overseeing a staff of 23 research professionals across a vast spectrum of investments. She chaired the Research Directors Committee, where she directed the evaluation and recommendation for all managers included in client investment portfolios. Additionally, Kristi was the lead portfolio manager on several hedge fund of funds and a member of the CTC | myCFO Operating Committee and the Investment Advisory Management Committee. Previously at CTC | myCFO Consulting, she served as President and Director of Research, Director of Hedge Fund Research and Director of Alternative Research.

Prior to her roles at CTC | myCFO, Kristi was the Director of Research for Genesee Investments, and hedge fund of funds in Bellevue, Washington, and also previously worked at KPMG as an auditor in their financial services practice.

Kristi earned her B.S. with highest honors, with majors in accounting and finance, from the University of Idaho. Kristi holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Portland, Oregon. She serves on the University of Idaho Foundation Board, is an Advisory Board member for Women’s Venture Capital Fund II and is a member of the Endowment Committee of The International School in Portland.

Location:Portland, OR

Partner

Karen Harding, CFA

Karen is a Partner and the Team Leader of our Private Wealth Practice Group. Karen brings twenty-nine years of industry experience, having worked in the investment advisory industry for the majority of her career, specifically servicing wealthy families and individuals. Karen is experienced across all facets of wealth management and works directly with clients to set strategy, develop policy and construct customized portfolios designed to meet their individual needs. In additional to her client and Team Leader responsibilities, Karen is also a member of NEPC’s Partners Research Committee as well as NEPC’s Women’s Leadership Forum.

Prior to joining NEPC, Karen spent twenty-one years at CTC|myCFO and its predecessor companies, serving in a number of leadership roles. Most recently, she served as Managing Director and co-head of the Investment Advisory Services team, chaired the Investment Advisory and Fiduciary Services Management Committee and was a key member of the executive team. Prior to her roles at CTC | myCFO, Karen was a Senior Analyst and Investment Manager Specialist at R.V. Kuhns and Associates.

Karen earned her B.A. with highest honors in finance and minors in economics, French and Russian from Oregon State University, and an MBA with honors from Portland State University in Oregon. She is a CFA charter holder and member of the CFA Society of Portland. She previously served on the board of the CFA Society of Portland and served as the Vice-Chairman of Oregon State University Foundation Investment Committee. She currently serves on the Investment Committee of the Oregon Community Foundation, helping to oversee nearly $2 billion in assets dedicated to improving the lives of all Oregonians. During her free time, Karen enjoys gardening, boating, and traveling with her husband and three children.

Location:Portland, OR

Principal, Senior Consultant

Stacey Flier, CFA

Stacey joined NEPC as a Senior Consultant and has 27 years’ experience advising ultra-high net worth individuals and family offices on their investment portfolios. Stacey’s expertise is in structuring portfolios to maximize after‐tax return, taking into consideration clients’ differing risk tolerances and delivering investment advice and education to clients on investment trends, opportunities and challenges. She is experienced in both discretionary and nondiscretionary portfolio management.

In addition to her client activities, Stacey is a member of the Impact Investing Committee at NEPC. NEPC’s Impact Investing Committee is responsible for analyzing trends in this space, researching impact-focused managers and working with clients to develop strategies that meet their needs. This Committee is comprised of consultants and research professionals across both public market and alternative asset classes. Stacey represents the interests of Private Wealth clients on the Impact Investing Committee.

Prior to joining NEPC, Stacey held the position of Director, Investment Advisory Services at CTC | myCFO. During her 21 year career at CTC | myCFO, Stacey held a number of roles, including Director of Asset Allocation, where she specialized in assisting clients in determining their optimal asset allocation, taking taxes into consideration. She was also on the Impact Investing Advisory Committee, a voting member of the Investment Committee, and on the Fund Investment Risk Committee, which was responsible for evaluating risk levels in CTC | myCFO’s proprietary funds. Before Stacey’s time at CTC | myCFO, she worked as an Employee Benefits Analyst at U.S. Bank in Seattle, where she assisted discretionary management clients with their IRAs and 401ks.

Stacey earned her MBA from Portland State University and a B.A. in Business Leadership with honors from the University of Puget Sound. Stacey is a Chartered Financial Analyst and is a member of the CFA Society of Portland. She is also a board member of Portland Women in Investment Management. Stacey was on the CFA Society of Portland Board from 2001 – 2007 and served as President of the Board from 2006-2007. During her free time, Stacey enjoys gardening, landscape design, running and spending time with her son. In addition, Stacey and her husband are fond of attending Formula One races as well as other sports car events.

Location:Portland, OR

Principal, Senior Consultant

Daniel S. Gimbel, CIMA®

Dan joined NEPC as a Principal and Senior Consultant and has over 36 years’ experience advising family offices and ultra-high net worth individuals. Dan’s expertise is in all aspects of client relationship management including asset allocation analysis, development of investment policy statements, portfolio construction, manager monitoring and performance reporting.

Prior to joining NEPC, Dan held the position of Director, Investment Advisory Services at CTC l myCFO. In addition to his client responsibilities at CTC l myCFO, Dan was also a voting member of the Investment Committee. Before his time at CTC l my CFO, Dan held a variety of roles with increasing responsibility at Charles Schwab & Company, including National Sales Manager of the Schwab Advisor Network. Additionally, for nearly ten years, Dan provided exclusive consulting advice to the staff and players of the PGA tour (this included players’ and staff retirement plans, players’ investments and other PGA Tour related assets). Beyond this, Dan served as a Financial Consultant at Shearson Lehman Brothers and an Account Executive at Merrill Lynch, which is where Dan launched his career in the financial services industry.

Dan earned his B.S. in Business Administration and Finance from the University of Southern California and a Certified Investment Management AnalystSM (CIMA®) designation from The Wharton School at the University of Pennsylvania. Dan is an avid and competitive golfer, having competed in nine National Amateur Golf Championships in both the United States and the United Kingdom. Dan resides in Ponte Vedra Beach, Florida with his wife and three children.

Location:Ponte Vedra Beach, FL