Research & Analytics

As a Manager of Consulting Analytics, Dan oversees associates on the defined contribution consulting analyst team. He helps train team members in areas that focus on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Dan joined Fiduciary Investment Advisors, LLC in 2017, which combined with Fiducient Advisors in 2020. He is a leader of the firm’s Engagement Council, which focuses on seasonal projects benefiting local and national charities. Prior to joining the firm, Dan worked as a Financial Service Representative at Foresters Financial. He earned a BS from Quinnipiac University. Outside of the office, Dan enjoys playing golf and spending time at the beach with friends and family.

As a team member of the Global Public Markets Team, Chris researches and performs operational due diligence on core investment managers. He joined Fiduciary Investment Advisors LLC in 2006, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he was an Investment Associate with UBS Financial Services Inc. and a Due Diligence Analyst with Advest. Chris attended Central Connecticut State University.

Eric is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He also serves as a Consulting Analyst Team Lead. Prior to joining the firm in 2020, Eric worked at SS&C Technologies handling investment accounting. He received an MSF from Northeastern University and a BS from Western New England University. Eric is a member of Northeastern University’s Beta Gamma Sigma Honorary Business School Society. He is also a CFA® charterholder and a member of the CFA Institute and the CFA Society of Hartford. In his free time, Eric enjoys baseball, hockey, hiking, biking, spending time with his family and brewing beer.

Mike focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. He joined Fiduciary Investment Advisors, LLC in 2017, which combined with Fiducient Advisors in 2020. Mike earned a BS from the University of Hartford. In his free time, he enjoys soccer, drawing and fishing.