Operations

February 9, 2026 by

David is Managing Director, Business Development. A seasoned professional, he works with both institutional and individual asset owners to align Fiducient’s tailored services with their unique needs and goals. David has over 20 years of investment management business development experience for leading asset managers. His career spans direct institutional, OCIO, Consultant Relations and advisor and platform distribution.

Prior to joining Fiducient Advisors, he was Senior Vice President and Business Development Officer with the Truist Foundations & Endowments Specialty Practice, leading discretionary OCIO and advisory services in the Mid-Atlantic and the Northeast. Previously, David held industry roles such as Senior Vice President and Head of Institutional Sales & Marketing at Maryland Capital Management, Senior Director at Advanced Investment Partners, an affiliate of State Street Investment Management, where he oversaw northeast Client Service and Marketing, Vice President with Old Mutual Asset Management and as an Assistant Vice President with AllianceBernstein.

David earned an MBA from the Richard J. Bolte, Sr. School of Business at Mount Saint Mary’s University. He also holds a BA from Mount Saint Mary’s. An avid racquet sports participant, he played college tennis. A lacrosse enthusiast, he coached at the Prep level.

January 20, 2026 by

Mark supports the firm’s Legal, Risk and Compliance department. He assists with Compliance Code of Ethics testing, developing and maintaining Compliance policies and procedures, preparing regulatory filings and various other Compliance projects. Prior to joining the firm, Mark served as a Compliance Analyst for Janus Henderson Investors. He received his Juris Doctor from the University of Denver Sturm College of Law and a Bachelor’s Degree in Business Administration from Coe College. In his free time, Mark enjoys spending time with friends and family, playing golf, snowboarding, going to Cubs games, checking out festivals in the summer and hiking with his dog.

January 5, 2026 by

Lisa brings extensive experience guiding organizations through growth, transformation and operational scaling. As an executive, she has led finance, operations and administrative functions for investor‑backed companies. As a consultant, Lisa advised leadership teams during pivotal stages of capability development, capacity expansion and performance improvement.

Before joining the firm in 2025, Lisa served as Chief Administrative Officer at a private equity firm, building on a multi-disciplinary career that includes positions of increasing leadership at General Mills, CNS: the Breathe Right Company, Food Perspectives and Ankura Consulting.

She earned her BBA from the University of Notre Dame and her MBA from the Carlson School of Management at the University of Minnesota. Outside of work, Lisa enjoys traveling with her family, gardening with native plants to support pollinator habitats and building LEGO creations with her two sons.

October 18, 2024 by

Jill is responsible for responding to Request for Proposals, as well as supporting various marketing activities as needed. She has been working in the finance industry since 2006 and brings a wealth of experience in RFP writing and preparation. Prior to joining Fiducient Advisors, Jill worked as a Senior RFP Writer with Empower. She has a Master of Science degree from Bay Path University and a Bachelor of Science in Business Administration from Western New England University. Jill likes to spend her free time volunteering with Special Olympics and spending time with her dogs.

October 18, 2024 by

Irene supports the Director of Finance and Accounting. Her responsibilities include issuing invoices to clients and auditing them for accuracy and completeness. Irene offers decades of experience in the financial services industry, having begun her career in 1994. Prior to joining the firm, she worked as a Performance Measurement Analyst & Office Manager with Chartwell Consulting (USA) LLC. In her free time, Irene enjoys skiing, kayaking and traveling with family and friends.

March 1, 2024 by

Amy oversees the day-to-day compliance functions of the firm and assists the Chief Compliance Officer with the development of the firm’s compliance program. Prior to joining the firm in 2024, she was a Compliance Officer at Mercer Investments and Director of Compliance at Pavilion Advisory Group Inc. She earned her BS from Illinois State University. In her free time, she enjoys traveling, outdoor activities, sporting events and spending time with family and friends.