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Executive Vice President of Investment Management, Chief Investment Officer

As executive vice president of Investment Management and chief investment officer, Neil oversees the team that manages investments for all ÃÛѨÊÓƵ clients while helping them navigate the financial market cycles.

Neil directs the investment management operations and evolution of our proprietary investment methodology, built upon the principles of the firm’s co-founder and Nobel laureate William F. Sharpe. He is responsible for critical functions that deliver portfolio construction and management, research and development, investment analysis and innovation, market commentary, financial technology and fiduciary quality assurance capabilities for clients, ensuring consistent delivery to the millions of people who use our services.

Neil joined ÃÛѨÊÓƵ in 2014 as the senior vice president of Portfolio Management and was promoted to chief investment officer in 2023. With more than 20 years of experience in portfolio management and research, Neil has unique experience applied to serving our wealth planning clients, employee planning clients and our plan sponsor institutional partners.

Prior to joining ÃÛѨÊÓƵ in 2014, Neil was managing director at MSCI, where he was head of Applied Research and business manager of Research.

Neil received a Bachelor of Arts degree in philosophy and economics from the University of York and a Master of Arts degree in economics from Stanford University. He is a CFA charter holder.