Partners, Principals & Consultants

by

Ahmed oversees the firm’s Washington, DC consulting efforts and 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. Ahmed co-leads our Associations Business Council and is a member of the firm’s Investment Committee and also sits on the firm’s DEIB Steering Council.

Prior to joining the firm, he was Deputy Managing Director at ORION Investment Advisors, which was acquired by Fiducient Advisors in 2017. He received a Bachelor of Arts in Economics from the University of Virginia and obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute’s (formerly IMCA) accreditation program at the Wharton School of Business. A member of the Investments & Wealth Institute, he also served on the editorial board of the Institute’s bimonthly educational magazine, Investments & Wealth Monitor. Ahmed is the past Chair of the ASAE Finance and Business Operations Section Council and is a co-author of Association Investment Policies, Practices and Performance, published by the ASAE Research Foundation. Ahmed previously served on the Investment and Pension Subcommittee of United Way Worldwide. When Ahmed is not enjoying time with his family, he is nervously following his Virginia Cavaliers athletic teams.

by

As a Partner and Senior Consultant, Jon specializes in providing extensive investment consulting services to foundations, endowments, nonprofit organizations and high-net-worth families. Additionally, Jon is a member of the firm’s Discretionary Committee, Investment Committee and Capital Markets Team. Jon also co-leads our Endowment & Foundation Business Council.

Prior to joining the firm in 2003, Jon worked in the Family Wealth Group in the Chicago office of Bernstein Investment Research & Management. A CFA® charterholder, Jon is also a member of CFA Institute and the CFA Society Chicago. He received a BBA in Finance and Accounting from the University of Michigan and a MS in Finance, Investment and Banking from the University of Wisconsin. Jon is a volunteer basketball coach in the Chicagoland area.

by

Bill services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. He also co-leads our Associations Business Council.

Prior to joining the firm, he served as Director at ORION Investment Advisors for more than 17 years before the firm was acquired by Fiducient Advisors in 2017. Bill received a BS in Business Administration from Miami University in Oxford, Ohio. He is active with several nonprofit affinity groups including the American Society of Association Executives (ASAE), the Association Forum of Chicagoland and the Finance and Administration Roundtable (FAR). Bill serves on the Board of Trustees for the Phi Kappa Tau Educational Foundation and is a member of the Investment Committee for the Wakefield Country Day School in Flint Hill, Virginia.

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.

by

Michael provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial 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 2017, Michael was a Wealth Advisor with RMB Capital. He holds a Bachelor’s of Arts from the University of Chicago, is a Certified Financial Planner (CFP®) from the College for Financial Planning and is a CFA Charterholder (Chartered Financial Analyst®). Michael is a member of the Michael J Fox Foundation Junior Board and volunteers with the Special Olympics. In his free time, he enjoys cooking, travel and golf.

by

Taylor services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Prior to joining the firm in 2019, Taylor worked as a Senior Research Analyst at Ellwood Associates as well as a Consultant at Northern Trust. Taylor earned a Bachelor’s of Business Administration from The College of William & Mary and is a CFA® charterholder. In his free time, Taylor enjoys testing out new recipes in the kitchen and golfing.

Copyright © 2025 Fiducient Advisors. All Rights Reserved.