Presenters

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Principal, Senior Consultant, NEPC, LLC

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.

[[{"fid":"67246","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin: 5px 10px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Phillip Nelson
Partner, Director of Asset Allocation, NEPC, LLC

Phillip leads NEPC’s asset allocation research and is responsible for the firm’s macroeconomic outlook, dynamic asset class views, and capital market assumptions. In addition, Phillip oversees NEPC’s beta group framework, which articulates NEPC’s outlook across the full range of public and private market implementation options for the Equity, Credit, Real Asset, and Multi-Asset beta groups. Phillip’s responsibilities also include maintaining and developing asset allocation models and frameworks used broadly by NEPC clients when constructing a strategic asset allocation for their portfolio.

Phillip joined NEPC in 2011 having been in the investment industry since 2002. Prior to joining NEPC, Phillip spent seven years with Pinnacle West Capital Corporation, where he was responsible for overseeing the investments of Pinnacle West’s Pension Plan, 401(k), OPEB, Nuclear Decommissioning Trust and Foundation.

Phillip received his B.A. in Political Science from the University of California Irvine. He also holds the Chartered Financial Analyst designation.

FOX Host

Gabrielle (“Gaby”) Griffin​
Market Leader, Business Owners and ​Family Office Executives​

Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at Family Office Exchange (FOX). In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.  
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​Gaby brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members. Gaby recently joined FOX from Capital Group. Prior to that, she held leadership positions at LaSalle Bank N.A. advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.   ​
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Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA) designation at the University of Chicago Booth School of Business in 2013.  Gaby is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI). Gaby served on the Board of Trustees for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector. ​