Partners, Principals & Consultants

Natalka has over 30 years of experience in asset management consulting. Her investment career began at Kidder Peabody in 1982, where she was one of the founders and directors of the PRIME Asset Consulting Group. In 1989, Natalka joined Noble Lowndes, a multinational employee benefits and actuarial consulting firm, to originate and manage their North American asset consulting practice. While Managing Director of this business unit, Natalka developed the first asset consulting practice to service 401(k) plans (while working with the author/founder of the first 401(k) plan).

Natalka founded Chartwell Consulting in January of 1994, where she was President until its merger with Fiducient Advisors in 2023. Her client base includes mid-sized retirement plans, both defined benefit and defined contribution, endowments and foundations. She assists clients with asset consulting including investment policy development, asset allocation, asset liability studies, LDI (liability-driven investment) strategies, manager and mutual fund selection, ongoing performance evaluation, employee education and communications meetings.

Natalka is a frequent speaker at industry conferences sponsored by Pensions & Investments and Institutional Investor. She graduated Magna Cum Laude from Rider University in 1978 with a BS degree in Economics and a minor in Russian. She has served on the Business Advisory Board of Rider University. Natalka is an active member of the Ukrainian community in NJ. She enjoys the outdoors and is an avid hiker, skis and plays golf.

Lou has over 20 years of experience in the finance 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 Committee. 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.

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.

Altan provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other private investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management.

Prior to joining the firm in 2014, Altan was a Senior Planner at Balasa Dinverno Foltz and an Analyst at RegentAtlantic Capital. Altan earned a Bachelor of Science in Financial Planning from the University of Illinois and a Master of Science in Personal Financial Planning from Texas Tech University. Altan was awarded the prestigious Gates Millennium Scholarship through the Bill and Melinda Gates Foundation, as well as the President’s Congressional Scholarship which provided the opportunity to serve within the United States House of Representatives in Washington, D.C. Altan achieved the Certified Financial Planner® designation in 2012 and is a Level II CFA Candidate in the CFA Program. He was a member of the Midtown Auxiliary Board and enjoys competing in triathlons.

As a Partner and Senior Consultant in our Maine office, Leslie 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. She focuses on retirement plans for corporate and nonprofit organizations. Leslie joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she founded a regional advisory firm providing consulting and advisory services to defined contribution plans and their committees. Leslie earned her BA from the University of Denver. She served on the committee responsible for developing the Financial Literacy Program for United Way of York County, Maine. In her free time, Leslie enjoys skiing, live music and travel.

Brian services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Brian is a member of the firm’s Defined Contribution Business Council and co-chair of the Recordkeeper Oversight Committee. Brian joined the firm in 2007 as a Performance Analyst and held many positions within Fiducient Advisors on his path to Senior Consultant.

Previously, he was a Client Service Specialist for Chase Investment Services and Scudder Investments. He graduated with a BA from the University of Northern Iowa. Brian is actively involved in The Greater Chicago Food Depository and enjoys biking, golf and traveling.