Alex is responsible for researching and performing operational due diligence on private investment managers. Prior to joining Fiducient Advisors in 2023 he was an Associate at Sequential Ventures, an analyst in the FinTech investment banking group at KBW, A Stifel Company and started his career at Goldman Sachs in Private Wealth Management. Alex earned a BBA degree in Finance from Ohio University. He enjoys reading non-fiction, exercising and trying out different restaurants in his free time.
Research & Analytics
As a Consulting Analyst, Ruth focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2023, Ruth was a Senior Analyst with Cambridge Associates. She received her MBA and BS degree in Finance from West Chester University. In her free time, Ruth enjoys traveling and listening to podcasts, trying new restaurants and spending time with family and friends.
As a Consulting Analyst, Stefan focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2023 he was a Senior Client Associate at Wells Fargo Advisors. Stefan earned his BS from Marquette University. In his free time, he enjoys volunteering with Big Brothers Big Sisters, traveling and playing soccer.
As a Consulting Analyst, Lexie is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors in 2023, she was a Training Financial Advisor with the UBS Wealth Advice Center. Lexie earned a BSB in Finance and Business Analytics from Indiana University Bloomington. In her free time, she enjoys traveling, being outdoors, and reading.
Ariel is responsible for the maintenance and upkeep of the tools and technology within the firm’s enterprise systems. Prior to joining the firm in 2023, Ariel was an Automation Engineer at ABG Wellness Group. He graduated from the University of Wisconsin – Madison with a degree in Mathematical Economics. In his free time, he enjoys jiu jitsu, climbing, yoga, calisthenics, dance, guitar, drawing and reading.
Krishma is responsible for the analysis of client investment portfolios for The Wealth Office®. She assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2022, Krishma was a financial analyst within wealth management at Goldman Sachs and PNC Private Wealth. She graduated with a BSBA in Finance from Roosevelt University and is currently working toward the Certified Financial Planner (CFP®) designation. Her interests include traveling, fitness and spending time with family and friends.
