Matt 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 2022, he was a Mutual Fund Control Analyst II at SEI Investments Company. Matt graduated with a Bachelor of Science in Finance and minor in Accounting from the University of Connecticut. In his free time, he can be found exercising, cooking and is an avid sports fan.
Client Services
Nakeisha supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2022, she was an Associate Project Planner at RWS Life Science. Nakeisha earned a Master of Science degree from Post University and a BA degree from the University of Connecticut. In her free time, she enjoys cooking, traveling, visiting the beach and spending time with family.
Jeremy 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 2022, Jeremy worked as an Associate at JPMorgan. He received his bachelor’s degree from Florida State University. In his free time, Jeremy enjoys many hobbies, including sports, music and art.
Lauren supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2022, she was a Client Associate at Merrill Lynch Private Wealth. Lauren earned a BA/BS degree from Lewis University and is currently working toward her Chartered Financial Analyst (CFA®) designation. Outside of work, you’ll find Lauren spending time with her dog and coaching competitive gymnastics.
Taylor supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Prior to joining the firm in 2022, Taylor was a Quality Assurance Coordinator with OSF HealthCare. She earned a Bachelor of Science in Community Health with a concentration in Health Administration from the University of Illinois at Urbana-Champaign and is currently working toward the Certified Financial Planner (CFP®) designation. Outside of work, you’ll find Taylor spending time with family, listening to a podcast, going on a walk, or reading.
Cindy supports the firm’s private client investment consultants in all areas of account administration and client service. She is also a member of the firm’s Community Service Committee. Cindy joined Fiduciary Investment Advisors, LLC in 2013, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Cindy worked for an independent broker as the office manager/registered assistant where she held multiple securities licenses as well as her insurance brokers license in life, health and annuities. She received a BA from Western New England University and enjoys volunteering and coaching, tennis, golf and spending time with family and friends.
