NEPC LLC, an independent investment advisory firm, has hired two people for its Private Wealth Group, the Boston-based firm announced Thursday. The hires will help in the growth of the Private Wealth Group, which will undergo a major expansion this year, NEPC says.
Karen Harding and Kristie Hanson will be partners at the firm. Both have family office experience and were managing directors at CTC/myCFO. They will be based in the new Portland, Ore., office of NEPC. CTC/my CFO is a wealth management firm specializing in high-net-worth clients based in Portland.
At CTC/myCFO, Harding was co-head of the Investment Advisory Services team, chaired the Investment Advisory and Fiduciary Services Management Committees, and was a member of the CTC | myCFO Operating, and Family Office and Capital Advisory Services committees.
Hanson served as managing director and director of research at CTC/myCFO.