Firm Leadership

May 5, 2022 by

As a Partner and Senior Consultant in our Boston Office, Vin services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. He serves as Chair on the firm’s Defined Contribution Business Council and the Defined Contribution Strategic Oversight Committee and is a member of the firm’s Mission-Aligned Investing Council. Vin joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was a senior member of the consulting teams at Cammack LaRhette Consulting and Longfellow Advisors. He earned his BSBA from Stonehill College and is an Accredited Investment Fiduciary®. Vin is a former Board Member and Treasurer for Mentor Rhode Island. His personal interests include running and fishing.

May 5, 2022 by

Kate services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. She has significant experience developing and overseeing liability-driven investment strategies, strategic asset allocation, spending policies and plan design considerations. Kate co-leads the firm’s Defined Benefit Business Councils for both corporate and municipal plans and is a member of the firm’s Investment Committee. She joined Fiduciary Investment Advisors, LLC in 2018, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she was a Managing Director in Hooker & Holcombe’s investment advisory group and also served as a Senior Investment Strategist and fixed income portfolio manager for Prime Advisors, Inc. Kate received her BA from Boston University and is a CFA® charterholder. She is also a credentialed actuary experienced in pension valuations. Kate is a member of the CFA Institute, an Associate of the Society of Actuaries, a member of the American Academy of Actuaries, a board member of the CFA Society Hartford, a member of the Finance Committee for the Hospital for Special Care in New Britain, CT and volunteers for Junior Achievement. She enjoys bedtime chats with her daughters, taking advantage of the outdoors (skiing, kayaking, hiking, biking), and playing the piano.

May 5, 2022 by

Kiaina oversees the firm’s institutional and private wealth Client Service Teams across all offices. Prior to joining the firm in 2013, Kiaina worked at Charles Schwab as a Client Service Specialist servicing client accounts and conducting investor education workshops. She graduated from Loyola University Chicago with a Bachelor’s of Business Administration. Kiaina spends her free time volunteering with Year Up, reading and crafting.

May 4, 2022 by

Anthony is a Partner, Research Director at the firm and leads the Marketable Alternatives and Capital Markets research efforts. He is a member of the firm’s Investment Committee, Discretionary Committee, Research Forum and Marketable Alternatives Research Team. Prior to joining the firm in 2011, Anthony held various roles in equity research and due diligence. Anthony received a Master of Business Administration from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics & Entrepreneurship and a Bachelor of Arts in Finance from the Eli Broad College of Business at Michigan State University. He is a CFA® charterholder and member of the CFA Society Chicago and CFA Institute. He is on the Advisory Board for the Michigan State University Financial Markets Institute and the University of Chicago Alumni Club of Chicago. In his free time, Anthony enjoys playing guitar, collecting vinyl, history, golf and spending time with his wife and two sons.

May 4, 2022 by

As Director of Performance Analytics, Matt oversees performance analysts who provide reporting and analytics to clients. Matt also supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Matt joined the firm in 2014.

Previously, he was a Financial Analyst with AON PLC. Matt graduated from Illinois State University with a BS in Finance and a BS in Insurance & Risk Management. He is a CFA® charterholder and a member of the CFA Society of Chicago. Matt enjoys cooking and endurance sports and is a big fan of the Chicago Bulls, Bears and Cubs.

May 4, 2022 by

As a Director of Client Analytics, Katie oversees the analyst team focused on defined contribution plans including corporate 401(k) plans, nonprofit plans, higher education clients and more. She is a member of the firm’s Defined Contribution Business Council, Recordkeeper Oversight Council, Strategic Oversight Committee and Engagement Council. Katie has been servicing institutional clients for over a decade and has a wide range of knowledge in fee analysis, plan benchmarking, vendor analysis and plan design strategy. She joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she was a Treasury Analyst with United Health Group’s Corporate Treasury Department. Katie received her MBA from the University of Hartford and a BA from Simmons College. She spends her free time on her small farm with her husband and three daughters.