Partners, Principals & Consultants

Paige services institutional clients by providing counsel and guidance on fund menu design, manager selection, vendor due diligence, investment policy statements and performance monitoring. She joined Fiduciary Investment Advisors, LLC in 2015, which combined with Fiducient Advisors in 2020. She earned her MBA with a concentration in Finance from the University of Connecticut and a BA at Fairfield University. Paige serves as Chairwoman of the Salvation Army’s Greater Hartford Advisory Board and is also a member of the Retirement Advisor Council. Her personal interests include traveling, writing poems, reading and staying active.

David provides investment consulting services to high-net worth families, corporate executives, nonprofit organizations and financial advisory firms. David services clients by providing advice and expertise in asset allocation, portfolio design and manager selection. He also guides clients through an extensive wealth planning process to ensure coordination of investment objectives with their financial planning, estate planning, tax and lending strategies.

Prior to joining the firm, David was Director of Wealth Management at ORION Investment Advisors. He holds a BBA from James Madison University and is a Certified Financial Planner (CFP®). In his free time, David enjoys staying active, traveling, volunteering and entertaining family and friends over good food and a craft beer.

Steve provides advice and counsel to institutional clients on all areas of fund oversight including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy. Steve joined the firm in 2000 and is a member of the Endowment & Foundation Business Council.

He co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and was a contributing author to Nonprofit Asset Management: Effective Investment Strategies and Oversight (Wiley Nonprofit Authority). Steve received a BA in Economics from the University of New Hampshire. 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™. Steve is involved with fundraising efforts for the American Diabetes Association and JDRF. He enjoys skiing, golfing, traveling and coaching his sons’ youth sports teams.

Barrett provides investment consulting services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He services clients by providing advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Barrett graduated from Clemson University with a BS in Business Management and a minor in Finance and is a Certified Financial Planner (CFP®). In his free time, Barrett enjoys reading, sports and traveling with his wife Stefanie and daughter Riley.

Joe 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 2012, Joe was an Investment Associate at UBS Financial Services providing extensive financial planning services to high net worth individuals. Joe earned a BA in Economics from the University of Michigan. He is a CFA® charterholder and member of the CFA Society of Chicago and a Certified Financial Planner (CFP®) through the College of Financial Planning. In his free time, Joe enjoys cooking with his wife and spending quality time with his three children.