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BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform
BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform
BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform
BREAKING NEWS: Nebo Wealth Launches Enterprise Solutions Platform
Nebo Wealth is a platform for goals-based investing and personalized portfolio construction, powered by award-winning wealth optimization. It's how advisors elevate the advice, deliver more personalized, goals-driven portfolios, and seek to achieve better outcomes for their clients—and their firms.
In 2013, we started thinking about the portfolio construction problem for individual investors. At the time, Ben Inker, Head of Asset Allocation, had a meeting with one of our corporate clients who ran a defined contribution plan.
The client asked for GMO’s thoughts on how to construct a glide path. With that, Ben, Martin Tarlie, and others at GMO began the research that was to become Nebo.
In 2019, we built an early-stage Nebo prototype and embarked on a listening campaign with RIAs across North America.
In September 2022, GMO officially launched Nebo – A New Technology-driven Custom Goals-based Investing Platform for RIAs.
New GMO RIA Platform Wins Wealth Award
The innovative Nebo platform has won the WealthManagement.com 2022 Industry Disruptor award.
The Nebo team won Best Goals-Based Investing Platform at the WealthManagement.com Industry Awards 2023. This new category reflects how asset managers are investing to provide new tools and technology for advisors to better tailor recommendations and implement financial planning themes into their investment management services.
We are pleased to announce a major milestone for GMO's portfolio design platform, Nebo, which has surpassed $1 billion in platform assets one year since its September 2022 launch.
Nebo Launches "Nebo Wealth" - A Turnkey Asset Allocation and Portfolio Design Platform.
Dr. Nitzberg is a member of GMO’s Board of Directors and the acting Nebo CEO. An AI scientist, entrepreneur, and consultant to industry and government and a seasoned organizational leader, Dr. Nitzberg has built companies and products in the areas of computer vision, machine learning, financial portfolio optimization, workflow efficiencies, online commerce, development aid data capture and analytics, and film and theatre. Dr. Nitzberg is also the co-founder of Smartleaf Inc., and has been its Senior Advisor since June, 2017. He began studying AI as a stowaway student at MIT in the AI wave of the early 1980’s, and wrote his PhD in Computer Vision and Human Perception at Harvard University.
Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder.
Mr. Kadnar is a Member of GMO’s Asset Allocation Team, a partner of the firm and serves as the Nebo sales lead. Prior to joining GMO in 2004, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar earned his bachelor's degree from Boston College majoring in Finance and Philosophy and a JD from St. Louis University School of Law. He is a CFA charterholder.
Mr. Finnegan is engaged in client relations and business development for GMO’s Global Client Relations team and serves as Nebo marketing lead. Previously at GMO, he was a member of the Shareholder Services team. Prior to joining GMO in 2015, he worked for a hedge fund administrator as a senior investor services associate. Previously, he worked as a client service specialist at Pioneer Investments. Mr. Finnegan earned his bachelor's degree in Economics from Lafayette College. He is a CAIA and a CFA charterholder.
Mr. Scully-Power is the Practice Solutions Director for GMO’s Nebo platform. Mr. Scully-Power has over 25 years of experience in the asset and wealth management industry. Prior to joining GMO in 2023, he most recently served as Senior Portfolio Strategist at Brighthouse Financial, and before that he served as Senior Client Portfolio Manager at Columbia Threadneedle Investments. Mr. Scully-Power earned his bachelor’s degree from The College of the Holy Cross, and he holds both the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute.
Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors, and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.
Mr. Montier is a Senior Advisor to GMO, consulting on economic and market research. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Mr. Montier is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance”; “Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing. ”Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a BA in Economics from Portsmouth University and an MSc in Economics from Warwick University.
Dr. Nitzberg is a member of GMO’s Board of Directors and the acting Nebo CEO. An AI scientist, entrepreneur, and consultant to industry and government and a seasoned organizational leader, Dr. Nitzberg has built companies and products in the areas of computer vision, machine learning, financial portfolio optimization, workflow efficiencies, online commerce, development aid data capture and analytics, and film and theatre. Dr. Nitzberg is also the co-founder of Smartleaf Inc., and has been its Senior Advisor since June, 2017. He began studying AI as a stowaway student at MIT in the AI wave of the early 1980’s, and wrote his PhD in Computer Vision and Human Perception at Harvard University.
Dr. Tarlie is a member of GMO’s Asset Allocation team and serves as the Nebo product lead. Prior to re-joining GMO in 2018, he was a managing director at QMA. He previously worked on GMO’s Global Equity team from 2007 to 2014. Prior to that he worked at Breakwater Trading and at Marlin Capital Corp as a fundamental equity analyst and the director of research. Dr. Tarlie earned his bachelor's degree in physics from the University of Michigan, his PhD in theoretical condensed matter physics from the University of Illinois at Urbana-Champaign, and his MBA from the University of Chicago. He was also a postdoctoral research fellow at the James Franck Institute at the University of Chicago and is a CFA charterholder.
Mr. Kadnar is a Member of GMO’s Asset Allocation Team, a partner of the firm and serves as the Nebo sales lead. Prior to joining GMO in 2004, he was an investment specialist and consultant relations manager at Putnam Investments. Previously, he served as in-house counsel for LPL Financial Services and as a senior associate at Melick & Porter, LLP. Mr. Kadnar earned his bachelor's degree from Boston College majoring in Finance and Philosophy and a JD from St. Louis University School of Law. He is a CFA charterholder.
Mr. Finnegan is engaged in client relations and business development for GMO’s Global Client Relations team and serves as Nebo marketing lead. Previously at GMO, he was a member of the Shareholder Services team. Prior to joining GMO in 2015, he worked for a hedge fund administrator as a senior investor services associate. Previously, he worked as a client service specialist at Pioneer Investments. Mr. Finnegan earned his bachelor's degree in Economics from Lafayette College. He is a CAIA and a CFA charterholder.
Mr. Scully-Power is the Practice Solutions Director for GMO’s Nebo platform. Mr. Scully-Power has over 25 years of experience in the asset and wealth management industry. Prior to joining GMO in 2023, he most recently served as Senior Portfolio Strategist at Brighthouse Financial, and before that he served as Senior Client Portfolio Manager at Columbia Threadneedle Investments. Mr. Scully-Power earned his bachelor’s degree from The College of the Holy Cross, and he holds both the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment & Wealth Institute.
Mr. Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors, and a partner of the firm. He joined GMO in 1992 following the completion of his bachelor's degree in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.
Mr. Montier is a Senior Advisor to GMO, consulting on economic and market research. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Générale. Mr. Montier is the author of several books including “Behavioural Investing: A Practitioner’s Guide to Applying Behavioural Finance”; “Value Investing: Tools and Techniques for Intelligent Investment”; and “The Little Book of Behavioural Investing. ”Mr. Montier is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts. He holds a BA in Economics from Portsmouth University and an MSc in Economics from Warwick University.
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