Operations

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.

May 3, 2022 by

As Director of Investment Operations, Tracey oversees Associates within our Investment Operations and Trading departments to ensure a high-quality and consistent service experience for our clients. She joined Fiduciary Investment Advisors, LLC in 2010, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she worked for Henderson Global Investors, N.A. as a Client Services Manager and with Morgan Stanley’s Private Client Group as a Senior Client Service Associate. Tracey earned her MBA from the University of Hartford School of Business and a BA from Central Connecticut State University. She enjoys spending time with her husband and two children, yoga, running, baking, volunteering and has recently discovered a passion for weightlifting.

May 3, 2022 by

An Associate of Fiducient Advisors since 2005, Jenna leads the firm’s marketing department. Team efforts include executing client and corporate events, coordinating responses to request for proposals, design and implementation of marketing materials, social media, electronic marketing and prospecting. Before joining the firm, Jenna was a portfolio analyst at The Northern Trust Corporation. She graduated with a BS in Finance from the University of Illinois in Urbana-Champaign. Jenna enjoys traveling, live music and is the office resource for restaurant recommendations.