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Operations

May 3, 2022 by

Carrie is responsible for responding to Request for Proposals as well as overall firm marketing support. She joined Fiduciary Investment Advisors LLC in 2013, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Carrie was a Training Administrator at General Motors Acceptance. Carrie received her MBA from Baldwin Wallace College and BA from Loyola University. She enjoys running, biking, skiing, cooking, travel and Baltimore spectator sports with family.

May 3, 2022 by

As Manager, Jenna oversees members of the marketing team who plan and execute various marketing endeavors for the firm. Jenna’s responsibilities also include Request for Proposals, client events, email campaigns, website management, marketing material creation and design initiatives. Prior to joining the firm in 2015, Jenna was a Marketing Associate at Manning & Napier Advisors Inc. Jenna graduated with a BA in Communication from the University of Illinois at Urbana-Champaign. Jenna is a certified yoga instructor and enjoys spending time with her husband and two young children.

May 3, 2022 by

Linda is responsible for responding to Request for Proposals as well as overall marketing support. Prior to joining the firm in 2021, Linda worked at Prudential Retirement for 23 years in Sales and Marketing and most recently was a Client Service Associate for C.I.G. Retirement Plan Consulting. She received her BS in Finance from Fairfield University. In her free time, Linda enjoys traveling and spending time with friends and family.

May 3, 2022 by

As the Executive Director of Enterprise Applications, Patrick oversees the firm’s information technology systems ensuring systems, applications and vendor solutions align with the business and its objectives He joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, Patrick worked for SS&C Technologies and as Director of Operations for RIAs in the metro New York and Washington, DC areas. He earned his MBA from Virginia Polytechnic Institute and State University and his BA from Frostburg State University. Patrick has earned the Certificate in Investment Performance Measurement™ designation and the Project Management Professional™ certification from the Project Management Institute. His personal interests include coaching baseball, hockey and soccer, fishing and spending time with family.

May 3, 2022 by

Cristina supports the Director of Finance and Accounting. She assists the firm with its billing activities by issuing invoices to clients and auditing them for accuracy and completeness. Prior to joining the firm in 2021, Cristina was a Business Manager at EPOS Systems, a smart home company. She attended Bristol Community College. Cristina loves the beach and enjoys cooking, listening to music and working with her fitness and nutrition coach.

May 3, 2022 by

Chris directs growth and development of the firm’s institutional business. His experience includes working with institutional asset owners and their respective fiduciary committees to ensure solutions are tailored to their needs and goals. He joined Fiduciary Investment Advisors, LLC in 2008, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, Chris held leadership positions at MassMutual and CitiStreet. He proudly supports numerous industry organizations committed to best practices in the endowment, foundation and retirement plan marketplaces. Chris volunteers as an Advisory Committee Member for the Hartford Foundation for Public Giving’s Tolland Community Fund, an organization supporting inclusive civic engagement and the needs of the local community. Chris received his BA from Providence College. Outside the office, he enjoys golfing, fishing and spending time with his wife and three sons.

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