Research & Analytics

Stephany is responsible for the development, maintenance and administration of the firm’s Customer Relationship Management (CRM) system. Prior to joining Fiducient Advisors in 2024, she served as the Assistant Vice President of Advisory Technology at Wealthspire Advisors. Stephany earned a Bachelor of Business Administration in Marketing from the University of Kentucky and a Master of Arts in Teaching from Morehead State University. With over 10 years of experience in Dynamics 365, she holds certifications as a Microsoft Certified Trainer and a Microsoft Certified Solutions Associate. Stephany dedicates her personal time to shining a light on and correcting social injustices, as well as advocating for future social justice reforms. She enjoys attending concerts, music festivals, Broadway shows and sightseeing while traveling.

As a Consulting Analyst, Kyle is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He began his career in financial services in 2023, participating in Fiducient Advisors’ internship program where he supported and contributed to the firm’s research efforts. He earned a Bachelor of Science degree in Finance with a Minor in Philosophy from Trinity University. In his free time, Kyle enjoys visiting art galleries, attending jazz concerts and playing poker.

As a Consulting Analyst, Alison is responsible for the analysis of client investment portfolios for The Wealth Office®. She serves clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. She began her career in financial services in 1992. Prior to joining Fiducient Advisors, she held various positions at Kidder Peabody, Nuveen Investments and was the Director of Equity Marketing and Sales and Head of the Management Committee/Partner with Lotsoff Capital Management. She earned a Bachelor of Science degree in Mechanical Engineering from Yale University. Outside of work, Alison works with multiple nonprofit organizations and serves on the board of The Coleman Foundation, the Rustandy Center Advisory Council at University of Chicago Booth and the Yale Jackson School Board of Advisors. For fun, she likes to spend time swimming, doing puzzles, traveling with her family, reading, going on long walks and attending her children’s activities.

As a Consulting Analyst, Maya is responsible for analyzing defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors, she was a Summer Financial Analyst in the Financial Institutions Group at Houlihan Lokey. Maya earned a Bachelor of Arts in Psychology with a Minor in Economics from Emory University in 2024. In her free time, she enjoys baking, traveling and playing squash, and she is passionate about advocating for those with autism.

As a Senior Performance Analyst, Raymond supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. He began his career in the financial services industry 2018. Prior to joining the firm, Raymond served as a Performance Analyst with Harris Associates L.P. and as an Analyst with SS&C. He earned his Bachelor of Science in Finance from the University of Connecticut. Outside of work, Raymond serves on the Board of the Raymond and Pauline Larson Foundation, which is a family-run nonprofit organization. In his free time, he enjoys playing basketball, golfing, travelling and spending time with family and friends.

Lindsay supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm, she was a Sales Engineer with Epic Industrial. Lindsay received a Bachelor of Science degree in Chemical Engineering from Widener University. In her free time, she enjoys hiking, attending concerts and traveling to new places.