Partners, Principals & Consultants

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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.

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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.

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Andrew provides investment consulting services to financial advisory firms. Andrew services clients by providing advice and expertise in asset allocation, portfolio design and manager selection. Previously, Andrew was a Senior Research Analyst on our Marketable Alternatives team. Prior to joining the firm in 2018, Andrew was a Senior Portfolio Accountant at Parametric Portfolio Associates where he was accountable for leading audits, monitoring trading risks and preparing daily analyses. Before his career in finance, Andrew was a NFL kicker for the New York Jets. He received a Bachelor of Arts, double majoring in Finance and Marketing, from Washington State University. Andrew is a Chartered Alternative Investment Analyst (CAIA®) and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. With his free time, Andrew enjoys world travel, reading, hiking and is a Washington State Cougars superfan.

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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.

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An Associate of Fiducient Advisors since 2005, Jenna leads the firm’s marketing department. Team efforts include executing client and corporate events, coordinating responses to request for proposals, design and implementation of marketing materials, social media, electronic marketing and prospecting. Before joining the firm, Jenna was a portfolio analyst at The Northern Trust Corporation. She graduated with a BS in Finance from the University of Illinois in Urbana-Champaign. Jenna enjoys traveling, live music and is the office resource for restaurant recommendations.

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Matt services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Matt also serves on the firm’s Defined Benefit Business Council. He joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020. He received a BA from Assumption College and enjoys playing hockey and golf in his free time.

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