Research & Analytics

May 3, 2022 by

As a member of our Global Public Markets Group, Joel researches and performs investment and operational due diligence on core investment managers. Prior to joining the firm in 2018, Joel served as a Senior Analyst at Birch Lake Associates. He received a Bachelor of Arts in Politics with a Minor in Communications from Lake Forest College. Joel also earned a Master of Business Administration from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics, Econometrics and Statistics and Entrepreneurship. Joel is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. He enjoys playing guitar, traveling the world, playing tennis and golf, and rooting for his favorite Chicago sports teams.

May 3, 2022 by

As Associate Director of Consulting Analytics, Laura oversees members of the analyst team focused on defined contribution plans including corporate 401(k) plans, nonprofit plans, higher education clients and more. Laura services institutional clients and has a wide range of knowledge in fee analysis, plan benchmarking, vendor analysis and plan design strategy. Laura is also a member of the firm’s Defined Contribution Strategic Oversight Committee.

Laura joined Fiduciary Investment Advisors, LLC in 2013, which combined with Fiducient Advisors in 2020, where she worked in a Cooperative Education experience before joining full-time. Laura received her MBA from the University of Hartford and a BSBA from Northeastern University. She is an Investment Committee Member for the Chrysalis Center, a nonprofit organization in Hartford, CT providing support to those struggling with poverty, mental health issues and other challenges. Laura is also a member of the Women in Pensions Network. Her interests include running, skiing and spending time with family and friends.

May 3, 2022 by

Jake 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 2017, Jake was an Associate Hedge Fund Accountant at The Northern Trust Corporation. Jake graduated from Olivet Nazarene University with a BS in Accounting and is a CFA Charterholder. Jake is also a member of the CFA Society of Chicago and CFA Institute. In his free time, he enjoys fitness, golf and following sports.

May 3, 2022 by

Dylan is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He joined Fiduciary Investment Advisors, LLC in 2019, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Dylan was a Financial Advisor with Barnum Financial Group. He earned a BS from the University of Rhode Island. Dylan enjoys mountain biking, reading and spending time with his family.

May 3, 2022 by

John 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 2021, John was a Portfolio Analyst for U.S. Bank. He earned a Bachelor of Arts in Business Economics from Wheaton College. In his free time, John volunteers with GRIP Outreach for Youth. He also enjoys sailing, hiking, running and following Major League Baseball (especially his favorite team, the Washington Nationals).

May 3, 2022 by

Aaron 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 2019, Aaron was a Senior Analyst, Hedge Fund Services at The Northern Trust Corporation. Aaron graduated from the University of Arizona with a BS in Finance. In his free time, he enjoys fishing, traveling and is an avid Washington DC sports team fan.