Sarah Samuels, CFA, CAIA


Sarah is a partner at NEPC and oversees the firm’s investment manager selection team 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 Chair of the CFA Society Boston Board, serves on the Advisory Board for Girls Who Invest and founded the Boston chapter of Private Equity Women Investor Network (PEWIN). Previously she chaired the 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, founded the Pull Up A Chair podcast, wrote a children’s book called Braving Our Savings and is passionate about teaching children about investing.


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