Partners, Principals & Consultants

February 9, 2025 by

John advises institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring. He is a member of the firm’s Taft-Hartley Business Council.

Prior to joining Fiducient, John was a Taft-Hartley Senior Client Portfolio Manager at SEI Investments. John earned his BSBA degree from Daniels College of Business at the University of Denver.He also obtained his CAIA designation and is a member of the CAIA Pennsylvania Chapter. In addition, he is a member of the CFA Society Philadelphia. In his free time, John enjoys, running, reading and traveling with his family.

March 4, 2024 by

Zhee advises institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring. Prior to joining Fiducient, she was a Director, Relationship Manager II at TIAA. Zhee earned her BS degree from Muhlenberg College and obtained the designation of Certified Financial Planner (CFP^®) from the College of Financial Planning. She currently volunteers with Junior Achievement of NJ and the Center for Food Action. In her free time, Zhee is a proud baseball mom and enjoys fitness, running, wine making and reading, particularly biographies and autobiographies.

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.

December 8, 2022 by

Lou has over 20 years of experience in the retirement plan industry. He advises institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring. Additionally, Lou is a member of the firm’s Recordkeeper Oversight Council. Prior to joining the firm in 2022, he was a Retirement Plan Advisor for Wintrust. Lou earned a BA degree from Taylor University, the Accredited Investment Fiduciary (AIF^®) designation from the Center for Fiduciary Studies and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors. His interests include health and fitness, music and cheering on his kids’ sports teams.

December 8, 2022 by

Marycarmen services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statement review and overall performance monitoring. Prior to joining the firm in 2022, she was an Accountant at Harbor Capital Advisors Inc. focused on regulatory reporting. Marycarmen earned a BS degree in Finance from the University of Illinois at Chicago and is a CFA Level 1 Candidate.In her free time, Marycarmen enjoys visiting art galleries and museums, traveling and trying new restaurants.

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.