News & Information

NU PARADIGM INVESTMENT PARTNERS BUILDS OUT TEAM WITH ADDITION OF MARK P. BERGIN
Industry Expert with 30+ -Year Institutional Investor Background

BOSTON and NEW YORK – August [5], 2014 Nu Paradigm Investment Partners, LLC, an investment firm launched this April as an alternative to the current landscape of “oCIO” providers, today announced that Mark P. Bergin has joined the firm as Managing Director, Business Development & Client Relations.  Bergin brings more than 30 years of experience in managing institutional client relationships, investment portfolios and product development to the position.

“Mark impressed us with his deep experience and success in helping institutional investors solve their portfolio challenges throughout economic cycles. His proven track record of developing creative, custom-tailored products and client service platforms have translated into enhanced portfolio performance for many clients,” said Russell O’Brien, Partner and Co-Founder of Nu Paradigm. “More importantly, we felt there was instant and close philosophical alignment with how Nu Paradigm is approaching client relationships and solving investors’ toughest challenges.”

Bergin brings an extensive background gained with reputable firms including State Street Global Advisors, Shawmut Bank & Trust Corporation, Dean, Witter Reynolds and E.F. Hutton Corporation.  Most recently, at State Street, Bergin was instrumental in building their Institutional Relationship Management Group’s client service platform.  Additionally, he directed teams on the implementation of tailored solutions designed to enhance client portfolios.  At Shawmut Bank & Trust Corporation, as Institutional Trust Officer, Bergin helped found their suburban investment centers.  Bergin’s client experience at past firms spans Corporates, Public Funds, Taft-Hartley, Endowments and Foundations.  Bergin is an attorney and is both Series 7 and 63 registered. He received his J.D. degree from Suffolk University Law School, and his undergraduate B.A. degree from Georgetown University.

“We are proud to have Mark join our team,” said Chris DeMeo, Partner and Co-founder of Nu Paradigm.  “He brings not only an outstanding network of institutional relationships, but the highest level of professionalism, integrity, and a collaborative mindset to the firm – all qualities that are highly valued at Nu Paradigm and are integral to our culture and the firm’s continued success.

“I am very enthusiastic about teaming up with Nu Paradigm,” said Bergin.  “With more than three decades of experience in the industry, it is exciting to join an investment firm that brings a truly differentiated approach to the manager-client relationship.  Currently, investors are not getting the personalized service and solutions they deserve, and we’re about to change that.”

About Nu Paradigm Investment Partners
Nu Paradigm Investment Partners is an investment firm built to help investors solve their toughest portfolio challenges and achieve the success that they and their beneficiaries deserve. The firm enters every relationship without preconceived notions to ensure alignment with our clients, employing a collaborative, flexible approach to neutralize common obstacles that hinder a true partnership. Nu Paradigm delivers individually-tailored solutions that can range from strategic advice, to implementation for certain asset classes, to full outsourcing – all with a strong emphasis on reducing total costs.

For More Information:
Katrin C. Lieberwirth
Stanton Public Relations & Marketing
646-502-3548 (direct)
klieberwirth@StantonPRM.com

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NU PARADIGM INVESTMENT PARTNERS EXPANDS TEAM
WITH ADDITION OF MARILYN ROWLAND
Former Towers Watson Research Expert Bolsters De Novo Firm

BOSTON and NEW YORK – June 3, 2014 – Nu Paradigm Investment Partners, LLC , an investment firm launched this April as an alternative to the current landscape of “oCIO” providers, today announced that Marilyn Rowland has joined the firm as Senior Portfolio Strategist. In this role, Rowland will focus on manager research and portfolio development.

“As we grow the firm, Marilyn will be an invaluable resource to our clients in providing tailored portfolio solutions to address their toughest challenges,” said Chris DeMeo, Partner and Co-Founder of Nu Paradigm. “Marilyn brings an impressive investment pedigree, having held senior positions with a number of leading firms, and she has a deep understanding of how to apply quantitative and qualitative analysis to portfolio construction. We welcome her to Nu Paradigm.”

“We are excited to add a professional of Marilyn’s caliber,” said Russell O’Brien, Partner and Co-Founder of Nu Paradigm. “We will continue to build out our team with quality people as appropriate, given the strong interest we are seeing in the market.

Prior to joining Nu Paradigm, Rowland was a Senior Manager Research Analyst at Towers Watson, participating in manager due diligence, investment manager selection, and global research. Before that, she was a Senior Analyst with Evaluation Associates (now Mercer), focusing on domestic equities and research. Previously, Rowland honed her research and analytical skills with USI Consulting Group as an investment analyst, qualifying retail mutual funds, including domestic, international and fixed income managers.

“I am very excited to join Nu Paradigm and play an important role in implementing high-quality investment solutions for clients through the firm’s distinct, flexible approach that neutralizes common industry obstacles,” Rowland said.

Rowland received her B.S. in Finance with a minor in Economics from Quinnipiac University, where she is a frequent speaker and a mentor to recent finance graduates. She holds the FINRA Series 66 license and passed the FINRA Series 7 exam.

About Nu Paradigm Investment Partners
Nu Paradigm Investment Partners is an investment firm built to help investors solve their toughest portfolio challenges and achieve the success that they and their beneficiaries deserve. The firm enters every relationship without preconceived notions to ensure alignment with our clients, employing a collaborative, flexible approach to neutralize common obstacles that hinder a true partnership. Nu Paradigm delivers individually-tailored solutions that can range from strategic advice, to implementation for certain asset classes, to full outsourcing – all with a strong emphasis on reducing total costs.

For More Information:
Katrin C. Lieberwirth
Stanton Public Relations & Marketing
646-502-3548 (direct)
klieberwirth@StantonPRM.com

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INDUSTRY VETERANS LAUNCH
 NU PARADIGM INVESTMENT PARTNERS
Flexible Approach Enables Individually-Tailored Solutions 
with Emphasis on Efficiently Generating Alpha while Reducing Total Costs

BOSTON and NEW YORK – April 23, 2014 – Nu Paradigm Investment Partners, LLC , a new investment firm created as an alternative to the current landscape of “oCIO” providers, was launched today by investment industry veterans Chris DeMeo and Russell O’Brien. The two build on more than 50 years of combined experience to create a firm structured to address common industry complaints, and better help clients achieve the success that they and their beneficiaries deserve.

“Volatile markets, fiduciary concerns and limited internal resources are driving investors to seek better implementation, but providers in the market struggle to meet this challenge due to their complex internal structures, restrictive business models and outdated products,” said DeMeo most recently Head of Investment, Americas at Towers Watson. “Investors have learned that outsourcing is not a panacea when it delivers generic solutions without respect to the client’s specific culture and needs. Nu Paradigm changes that.”

Distinct in the marketplace, Nu Paradigm employs a nimble, flexible approach that ensures timely implementation and adaptability to changing markets without constraints or preconceived notions on how to best solve clients’ problems. This flexibility enables engagements ranging from strategic advice, to implementation for certain asset classes, to full portfolio outsourcing. The approach makes it possible for Nu Paradigm to focus on each client’s toughest challenges—the areas where the firm can have the greatest impact—regardless of asset size or investor type.

“Our approach, combined with our ability to source proven managers, ensures strategic alignment and allows us to deliver an individually-tailored solution, every time,” said O’Brien, most recently Senior Director at FLAG Capital Management. . “We look beyond obvious answers to bring creative solutions and new investment opportunities that efficiently deliver sustainable alpha while lowering and controlling portfolio costs, improving risk management, and enhancing diversification.”

Nu Paradigm clients stand to benefit from the Partners’ global, multifaceted experience in capital markets and investment management including both traditional and alternative investments. They have provided investment counsel and portfolio implementation to corporate and public retirement plans, family offices, endowments, foundations, insurance companies and RIAs with assets ranging from $10 million to $50 billion, including Fortune 500 companies.

For More Information:
Katrin C. Lieberwirth
Stanton Public Relations & Marketing
646-502-3548 (direct)
klieberwirth@StantonPRM.com