Client Services

May 6, 2025 by

Josh is responsible for supporting the operations of the firm’s Institutional OCIO/Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2025, he worked as a Client Service Associate at Calamos Wealth Management and as an Analyst, Team Lead and Client Operations Manager for Tegus. Josh earned a bachelor’s degree from Kalamazoo College. In his free time, he volunteers with The Bottom Line and enjoys traveling, supporting Detroit’s sports teams, spending time with friends and live music.

March 21, 2025 by

Sean supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining Fiducient Advisors, he was a Trust Coordinator at Harvard University and Trust Coordinator at Choate, Hall & Stewart LLP. Sean earned a BSBA degree in Accounting and Economics from Bryant University. In his free time, he enjoys exercising, watching and playing football, basketball and baseball, spending time with family and supporting the Patriots, Celtics and Red Sox.

March 21, 2025 by

Dona supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2025, he was a client service associate at Morgan Stanley. Dona earned a BA in Economics from the University of Illinois at Chicago. In his free time, Dona supports a Benin community organization that provides aid, resources and activities to Benin individuals that are living in the Chicagoland area. He enjoys skiing, camping, traveling and going to the gym with friends.

February 9, 2025 by

Vivian supports The Wealth Office^® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining Fiducient Advisors, she was a Financial Planning and Client Services Associate with Northwestern Mutual and Acela Wealth Management. Vivian earned a Bachelor of Science degree in Business Administration from Shepherd University. In her free time, she enjoys listening to podcasts, reading, working out and spending time with family and friends.

October 18, 2024 by

Ashley supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2024, she was a senior account manager at HUB international. She attended Holyoke Community College. In her free time, she enjoys cooking, baking and crafting.

September 24, 2024 by

As a Wealth Planner, Dee provides financial planning and technical support to high-net-worth clients. Prior to joining the firm in 2024, Dee held positions as a Wealth Advisor with Capasso Planning Partners and Associate Wealth Advisor at Buckingham Strategic Wealth. He earned Bachelor of Science degrees in Finance and Psychology from Old Dominion University and obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning. Outside of the office, he enjoys traveling, spending time with friends & family and rooting for the Philadelphia Eagles.