A Message from CFA Society Boston Chair Sarah Samuels, CFA, CAIA

Sarah Samuels, CFA, CAIA addresses the CFA Society Boston community as the 2023-2024 Board of Directors Chair. She identifies her focus for the coming year- community and inclusion, announces new and exciting society initiatives for the year, and highlights how our 6,000+ member community can get involved.

Sarah Samuels is a partner at NEPC and oversees the firm's traditional manager research. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds. Sarah is the Chair of CFA Society Boston and the Past Chair of the Investment Committee of the UNH Board. She serves on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network.  She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and minor in Business from the University of New Hampshire.