Partners, Principals & Consultants

May 3, 2022 by

Ted provides investment consulting and financial planning services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He focuses on providing clients personalized advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Prior to joining the firm, Ted served as an Associate Financial Advisor at Merrill Lynch. He graduated from Boston College with a bachelor’s degree in Political Science and Economics. In his free time, Ted enjoys golfing, skiing, fishing and camping.

May 3, 2022 by

Joe joined Fiducient Advisors in 2008. He provides investment consulting services to other financial advisory firms as one of the leaders of Fiducient Advisors’ Financial Institutions practice. Joe also provides consulting services to family offices, high net worth individuals and nonprofit organizations. He gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management.

Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a former member of UNICEF’s NextGen Junior Board and the University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as President of the University of Chicago Booth School of Business Alumni Club of Chicago and as an elected member of River Forest School District 90 Board of Education.

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

Andrew provides investment consulting and financial planning services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He focuses on providing clients personalized advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Prior to joining the firm, he was a Vice President at Brownson, Rehmus, & Foxworth. Andrew graduated from Kenyon College with a BA in Psychology. He lives in Chicago with his wife & daughter. In his free time, he enjoys cycling, weightlifting and cooking.

May 3, 2022 by

Steve joined the firm in 1999. As the firm’s Defined Contribution Practice Leader, Steve is responsible for thought leadership and the strategic direction of the firm’s defined contribution practice. He also leads the firm’s efforts behind the Fiduciary Governance program, Annual Defined Contribution Survey, Benchmark Study as well as co-leads our Defined Contribution Business Council. In his role as Senior Consultant, Steve provides broad investment consulting services to the firm’s institutional clients including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy.

Steve received a BBA in Finance with an emphasis on Accounting from the University of Iowa. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™, International Foundation of Employee Benefit Plans and Defined Contribution Institutional Investment Association (DCIIA). Steve has been a project leader with the nonprofit organization Chicago Cares and is an avid photographer. Steve enjoys playing golf, soccer and skiing.

May 3, 2022 by

As Chairman, Bob’s primary responsibilities include firm strategy, mentoring colleagues and advising a select number of clients. Bob co-founded the firm in 1995 and served as CEO from its inception through July 2023. Bob has authored and been the subject of numerous articles appearing in prominent publications including the Los Angeles Times, Crain’s Chicago Business and Pensions & Investments, and has taught courses on fiduciary responsibility and related subjects. He co-authored Asset Management for Endowments & Foundations (McGraw Hill), Designing a 401(k) Plan (Probus), The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons), Nonprofit Asset Management (John Wiley & Sons) and recently authored 50 Billion Reasons to Grow Your Practice (Honor) and co-hosted Nonprofit Investment Stewards, a podcast for nonprofit leaders.

Prior to co-founding Fiducient Advisors (DiMeo Schneider & Associates), Bob served as Vice President for Kidder, Peabody’s Institutional Consulting Group. Bob obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning and his bachelor’s degree from Bradley University. Bob has mentored for and served on the board of Year Up Chicago and served as a board member for the Special Olympics Illinois Foundation and the Associated Colleges of Illinois. He is a member of the Cardinal’s Council for Catholic Charities, where he serves on the Investment/Finance Committee. Bob also serves as a director for the Geneva Lake Water Safety Patrol. Bob’s interests include music, exercise, golf, and boating…all the better with family and friends.