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Sarah Samuels

Chief Investment Officer at Nepc

Officer record from the firm’s Form ADVForm ADV filed 22 September 2026

Sarah Samuels is Chief Investment Officer of Nepc, LLC, a Boston investment adviser.

Role at Nepc

Title on Schedule A
Chief Investment Officer
Control
Sarah Samuels is a control person of Nepc.
Ownership
An individual ownership band is not available in the source record.
Tenure
Sarah Samuels has held the filed role since December 2025.

The firm

Nepc, LLC
Boston, MA

Form ADV filed 22 September 2026

$153B AUM435 clients132 advisers6 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Sarah Samuels is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Sarah Samuels
CRD
5825891
Firm
Nepc, LLC
Record basis
Form ADV officer listing
Firm bio
nepc.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

NEPC lists Sarah Samuels as partner and chief investment officer. The biography describes her oversight of asset allocation, portfolio construction, OCIO and investment manager selection. Official firm biography

Education

Common questions

Where does Sarah Samuels work?

Sarah Samuels has been Chief Investment Officer of Nepc, LLC since December 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 September 2026

Leadership at Nepc

Sources

  1. IAPD individual lookup, CRD 5825891. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Nepc, LLC, filed 22 September 2026. Title, control and ownership bands.
  3. Nepc team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Sarah Samuels or Nepc, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.