Firm Leadership

July 31, 2023 by

Sabrina Bailey is the CEO of Fiducient Advisors (“Fiducient”), joining in July 2023. In this role Sabrina is responsible for developing and delivering upon the strategic vision and direction for Fiducient’s colleagues, clients and the communities they serve.

Sabrina is an experienced senior level executive with over 20 years of financial services experience. Prior to joining Fiducient, Sabrina held several senior executive positions, most recently as Global Head of Investment & Wealth Solutions at London Stock Exchange Group plc (LSEG). Prior executive roles include serving as CEO of Emotomy and as the Global Head of Retirement Solutions at Northern Trust Asset Management. Prior to joining Northern Trust Sabrina held a variety of positions in executive leadership, management, investment consulting and manager research at Mercer, Towers Watson, RogersCasey and Arnerich Massena and Associates.

Outside of work Sabrina enjoys spending time with her husband of over 25 years and her two daughters. She is passionate about giving back to others through service, including serving on the Museum of American Finance Board, George Fox University Presidential & School of Business Advisory Boards and The Salvation Army Chicago Advisory Board. She is also actively involved with Grow for Hope, a nonprofit she co-founded focused on empowering women in Sierra Leone Africa through education and employment. Sabrina is an outdoor enthusiast always looking to go on the next adventure with her family and friends including running, hiking, biking, rock climbing and other athletic feats.

Sabrina holds an MBA in Organizational Leadership and a BS in Business Administration and Management from George Fox University.

March 13, 2023 by

Melissa’s responsibilities include talent acquisition and development, compensation planning, employee relations, culture and engagement, risk mitigation and acting as a resource for all firm managers and associates.

Melissa holds an associate degree in business administration from the University of Phoenix and possesses several HR certifications, including Mental Health First Aid from the National Council for Mental Wellbeing, Diversity & Inclusion in HR Management from HCRI, and is a Certified Recruiter through the Recruiter Academy. In her free time, you may find Melissa golfing, gardening or training for her next long-distance half or full marathon.

August 19, 2022 by

As Head of Finance, Dan is critical in further accelerating the firm’s growth by establishing, implementing and leading strategic financial direction, producing measurable results and striving for continuous improvement. Prior to joining the firm in 2022, he was Senior Director of Accounting and Finance at Viskase, Inc. Dan earned his Bachelor of Science in Finance, Master of Science in Accounting and Master of Business Administration from the University of Illinois at Chicago. In his free time, you can find Dan reading, traveling and spending time with family.

May 5, 2022 by

Brian services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Brian is a member of the firm’s Defined Contribution Business Council and co-chair of the Recordkeeper Oversight Council. Brian joined the firm in 2007 as a Performance Analyst and held many positions within Fiducient Advisors on his path to Senior Consultant.

Previously, he was a Client Service Specialist for Chase Investment Services and Scudder Investments. He graduated with a BA from the University of Northern Iowa. Brian is actively involved in The Greater Chicago Food Depository and enjoys biking, golf and traveling.

May 5, 2022 by

As Managing Partner and Director of Institutional Consulting, Tony maintains oversight for the firm’s institutional consultants. In addition, he services institutional and family clients, providing advice and counsel on all areas of portfolio oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. Tony is a member of the firm’s Research Forum and Discretionary Committee. His range of knowledge includes asset allocation/investment portfolio construction, capital markets analysis, and investment manager evaluation. Tony co-founded Fiduciary Investment Advisors, LLC in 2006, which combined with Fiducient Advisors in 2020.

Prior to co-founding the firm, he was a PRIME Consultant at UBS Financial Services Inc. Tony earned his MSF from the Carroll School of Management at Boston College and his BS at Marist College. He is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. Additionally, he serves as a Trustee and Investment Committee Chair for the Springfield Museums. Tony enjoys family time, reading, running, cycling and golf.

May 5, 2022 by

Chad Tischer, CFP® brings over two decades of expertise to Fiducient Advisors. Since joining the firm in 2003, Chad has ascended to the role of Partner and Head of Private Client Consulting, where he advises affluent families, nonprofit organizations and financial advisory firms on sophisticated investment strategies.

Chad’s comprehensive approach encompasses estate planning, tax optimization, insurance solutions and lending strategies, helping to ensure clients receive holistic wealth management guidance. His leadership extends to mentoring financial advisors, equipping them with the tools and insights necessary to expand their practices effectively.

Beyond his professional endeavors, Chad is deeply committed to philanthropy and community engagement. He serves on the board of the Minnesota State University Mankato Foundation, honoring a family legacy of educational involvement. His dedication to social causes is further exemplified by his participation in The Chicago Council on Global Affairs Emerging Leaders Program and previous board roles with organizations such as Chicago Lights, Midtown Educational Foundation and the Chicago Foundation for Women. Notably, Chad was recognized as a national finalist for the Invest in Others Community Leadership Award, celebrating a decade of tutoring underprivileged youth in Chicago.

Outside the office, Chad enjoys coaching his twins’ baseball and softball teams, spending summer weekends at the family lake house and traveling with his wife.

Chad’s blend of professional acumen and heartfelt community involvement positions him as a trusted advisor and influential leader, dedicated to enriching both his clients’ financial well-being and the broader community.