Research & Analytics

July 29, 2022 by

As a Consulting Analyst, Evan is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors in 2022, he was employed by Greenwich Aquaria. Evan earned a Bachelor’s of Business Administration from Millsaps College, majoring in Business Administration and Philosophy. He is a candidate in the CFA^® Program and has passed all three of the CFA^® Program examinations. In his free time, Evan enjoys cooking, exploring new places with friends and taking care of his plants and aquarium.

July 11, 2022 by

As a Consulting Analyst, Rob focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2022, Rob interned as a Financial Planning Analyst at Nova Biomedical. He attended Babson College where he obtained a Bachelor of Science with a Finance concentration. In his free time, Rob enjoys soccer and golf.

May 27, 2022 by

As a Consulting Analyst, Samantha is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the Fiducient Advisors in 2022, she was an investment Associate with RMB Capital Management. Samantha earned a Bachelor of Arts and Science in Business Administration, majoring in Finance, from Marquette University. She volunteers at her local community church and serves as part of her neighborhood’s P.A.D.S. Community. In her free time, Samantha loves running, reading and baking.

May 20, 2022 by

As a Senior Research Analyst, Marilyn researches and performs operational due diligence on core investment managers. She has over 18 years of experience in institutional investing and manager due diligence. Prior to joining Fiducient in 2022, Marilyn was Director of Marketing at Havener Capital where she worked with emerging managers. She also held research positions as a Senior Analyst on the U.S. Equity teams at Towers Watson, Mercer and USI Advisors. Marilyn earned a BS in Finance with a minor in Economics from Quinnipiac University. In her free time, she enjoys cooking, entertaining, traveling to the Caribbean and boating with her husband and two kids.

May 20, 2022 by

Grant 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 in 2022, Grant was a Financial Advisor and District Manager at McAdam Financial. He graduated with a BS degree in Economics from the University of Illinois Urbana-Champaign. In his free time, Grant enjoys sports, cooking and exploring new places.

May 13, 2022 by

As a Consulting Analyst, Miranda is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors in 2022, she was an Equity Research Analyst for the University of South Florida. Miranda earned a BS in Investment Analysis from the University of South Florida. Her personal interests include running, yoga, reading and spending time with her niece and two nephews.