Partners, Principals & Consultants

Brian services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. Brian co-leads our Defined Benefit Business Council. Prior to joining the firm in 2017, Brian was an Investment Consultant at Willis Towers Watson. Brian earned a BA in Management and a BA in Communication and Media Studies from Goucher College. He received his Master of Business Administration (MBA) with concentrations in Investment and Corporate Finance from Duke University’s Fuqua School of Business. Brian is a CFA® charterholder and member of the CFA Society of Boston. In his free time, Brian enjoys travel, skiing and cooking.

Andrew provides investment consulting services to nonprofit organizations, municipalities, corporate executives, family trusts and other private investors. He supports clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. 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. Andrew joined Fiduciary Investment Advisors LLC in 2014, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was a Financial Advisor at Morgan Stanley providing financial planning services to high net worth individuals. He holds a BA from Fordham University in New York City. He obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning. Andrew was selected by the Hartford Business Journal in their 40 Under 40 class for 2018. He is the President of the Fordham Alumni Association of Connecticut and Past President of the Hartford Tennis Club. Additionally, he volunteers as a member of the Professional Advisory Committee for the Hartford Foundation for Public Giving. In his free time, Andrew enjoys playing tennis competitively, golf, traveling and volunteering.

As a Partner and Senior Consultant, Chris 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. He focuses on corporate, nonprofit, and governmental retirement plans. Chris is also a member of the firm’s Public Funds Defined Benefit Business Council. Chris joined Fiduciary Investment Advisors, LLC in 2010, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was President and Senior Investment Strategist for USI Advisors, Inc., a Goldman Sachs Capital Partners Company. Chris also served as an Investment Analyst with the City of Hartford, Connecticut Treasury Office. He received his BA from Boston University.

Outside of work, Chris is an Investment Committee Member for The Village for Family and Children, a nonprofit providing support services for children and families in the Greater Hartford region and a member of the Government Finance Officers Association and the Connecticut Public Pension Forum.

Jackie provides investment consulting services to the firm’s Outsource Chief Investment Officer (OCIO) practice for financial institutions. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management.

In 2012, Jackie was a contributing author to Nonprofit Asset Management (John Wiley & Sons) and in 2005, she co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). She received a Bachelor of Business Administration (BBA) from Iowa State University and is a Certified Financial Planner (CFP®) from the College for Financial Planning. Jackie is a former member of the Board of Trustees for The Chicago Academy for the Arts, an independent college preparatory school dedicated to the performing arts.

Eric serves institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is a member of the firm’s Investment Committee and Capital Markets Team. Eric joined the firm in 2013 as a Service Associate where he supported the firm’s investment consultants in the areas of account administration and client servicing. Eric graduated with a BS in Financial Counseling and Planning from Purdue University. He is a CFA® charterholder and member of the CFA Society of Chicago. Eric was captain of the Purdue University’s Tennis Team and remains an “ace” on the tennis court.

Matt joined Fiducient Advisors in 1998. Matt is a Managing Partner and Senior Consultant. As a Senior Consultant, he advises institutional clients on a variety of topics, including asset allocation, investment manager relations and portfolio rebalances. Matt is a member of the Investment Committee, which sets all investment policies for the firm, establishes the framework for asset allocation and reviews and approves investment managers. Matt also leads the firm’s Endowment & Foundation Business Council and is a member of the firm’s Research Forum and Discretionary Committee. In 2005, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and in 2012 co-authored Nonprofit Asset Management (John Wiley & Sons).

Before this, he was a Trust Officer in the Wealth Management Division at The Northern Trust Corporation. Matt 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 Economic Club of Chicago. He received a BS in Finance from the University of Illinois in Urbana-Champaign. In addition to spending a lot of time at pools watching his two children in competitive swim, Matt enjoys golf, tennis and hiking new trails.