Partners, Principals & Consultants

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Shreya supports institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. She is a member of the firm’s Endowment & Foundation Business Council, Research Forum and Mission-Aligned Investing Council.

Prior to joining the firm in 2012, Shreya was a Knowledge Investment Analyst at The Northern Trust Corporation. She received a BS in Finance and Economic Consulting from Indiana University in Bloomington. Shreya is a CFA® charterholder and member of the CFA Society of Chicago. Shreya enjoys traveling, sociology and jigsaw puzzles.

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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.

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As a Partner and Head of Endowments & Foundations and OCIO, Mike oversees the firm’s delivery of comprehensive investment and service solutions to our nonprofit client base and specializes in providing extensive investment consulting services to foundations, endowments and nonprofit organizations. He delivers advice and counsel on all areas of investment strategy and oversight including governance, asset allocation, mission-aligned investing, manager implementation, portfolio structure and overall investment policy. Mike leads the firm’s Endowments and Foundations Business Council and is a member of the firm’s Investment Committee, Discretionary Committee and Capital Markets Team. He joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was an Associate in the Global Wealth Management division of AllianceBernstein, LP. Mike earned his MBA from the University of Connecticut School of Business and BA from Colgate University. He currently serves as a trustee and finance committee member of Covenant Preparatory School, an independent middle school providing tuition free education and guidance to boys from underserved communities in the Hartford area. He also coaches youth hockey.

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Brian joined Fiducient Advisors in 2006. As a Partner and Senior Consultant, he 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. Brian is a member of the firm’s Capital Markets Team and Discretionary Committee. Brian also co-leads our Defined Benefit/Cash Balance Business Council.

Prior to joining Fiducient Advisors, he was Vice President & Consultant, Investment Risk & Analytical Services for The Northern Trust Corporation. Brian received a Bachelor of Science in Finance from Northern Illinois University and is a CFA® charterholder and member of the CFA Society Chicago. He is also a board member for the Special Olympics of Illinois. When not spending time with his lovely wife and two daughters, Brian enjoys golfing, tennis and exploring culinary savors through the barbecue and smoker.

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As a Partner and Senior Consultant, Jeff services institutional clients by providing advice and counsel on all areas of fiduciary oversight, including investment manager review, portfolio construction, fee benchmarking, and vendor search/selection. Jeff has relationship responsibilities across a variety of defined contribution and endowment clients. He joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was a Credit Analyst at Hartford Investment Management Company and a Vice President in Bank of America’s Global Treasury Management Division. Jeff received his MBA from Dartmouth College and his BA from Bucknell University. He serves as a board member for The Bridge Family Center, a nonprofit agency providing a broad range of services for children and families in the Greater Hartford area. Jeff enjoys skiing, golfing, cycling and spending time with his wife and three children.

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Richard services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is also a member of the firm’s Mission-Aligned Investing Council.

Richard joined Fiduciary Investment Advisors, LLC in 2015, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he worked with AXA Advisors LLC. Richard earned a BS from Syracuse University, is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Boston. His personal interests include skiing, exercising, traveling ultimate frisbee and hiking with his son.

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