Partners, Principals & Consultants

May 4, 2022 by

As Director of Performance Analytics, Matt oversees performance analysts who provide reporting and analytics to clients. Matt also supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Matt joined the firm in 2014.

Previously, he was a Financial Analyst with AON PLC. Matt graduated from Illinois State University with a BS in Finance and a BS in Insurance & Risk Management. He is a CFA® charterholder and a member of the CFA Society of Chicago. Matt enjoys cooking and endurance sports and is a big fan of the Chicago Bulls, Bears and Cubs.

May 4, 2022 by

As a Director of Client Analytics, Katie oversees the analyst team focused on defined contribution plans including corporate 401(k) plans, nonprofit plans, higher education clients and more. She is a member of the firm’s Defined Contribution Business Council, Recordkeeper Oversight Council, Strategic Oversight Committee and Engagement Council. Katie has been servicing institutional clients for over a decade and has a wide range of knowledge in fee analysis, plan benchmarking, vendor analysis and plan design strategy. She joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she was a Treasury Analyst with United Health Group’s Corporate Treasury Department. Katie received her MBA from the University of Hartford and a BA from Simmons College. She spends her free time on her small farm with her husband and three daughters.

May 4, 2022 by

An Associate of Fiducient Advisors since 2006, Jessica currently serves as Managing Partner and Senior Consultant. In this role, she helps maintains oversight for the firm’s Institutional Consultants and Associate Consultants. In addition, Jessica services institutional clients, providing advice and counsel on all areas of fund oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management.

Prior to this, Jessica was a Financial Analyst in the Public Finance Department at Loop Capital Markets. She received her BA from Georgetown University. Jessica enjoys traveling, playing the piano and guitar, watching sports and exploring new restaurants and bourbons.

May 4, 2022 by

As a member of the Global Public Markets Team, Rob researches and performs due diligence on fixed income investment managers. He is also a member of our Capital Markets Team. Rob joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was an Investment Analyst at USI Advisors, Inc. He received his BA from Bucknell University, is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. Rob volunteers as a member of the Finance and Investment Committee for Chrysalis Center, Inc., a nonprofit organization in Hartford, CT providing support to those struggling with poverty, mental health issues and other challenges. In his free time, Rob enjoys spending time with his wife and sons, golf, and platform tennis.

May 4, 2022 by

Brad joined Fiducient Advisors in 2012. As Fiducient Advisors’ Chief Investment Officer, Brad leads the firm’s investment strategy and research efforts. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Committee and Mission-Aligned Investing Council.

Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to underresourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

May 4, 2022 by

As Partner and Head of Manager Research, Matt oversees the firm’s research teams and directs due diligence efforts across public markets, marketable alternatives and private markets. He is also chair of the firm’s Research Forum and a member of the firm’s Investment Committee and Trustee-Directed Discretionary Committee. Matt joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was an Investment Analyst and member of the Consultant Relations team at Fidelity Investments. Matt received a BSBA from Stonehill College, is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. With his free time, Matt enjoys fishing and coaching youth sports.