Research & Analytics

Josh is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He also serves as a Manager of Consulting Analytics. Prior to joining the firm in 2021, Josh was an Investment/Performance Analyst at Strategic Capital Investment Advisors. He graduated with a BS in Business Administration – Finance from DeVry University and from California State University with a BS in Business Administration – Marketing. He also completed Level I of the CFA Program. In his free time, Josh is an avid Peloton rider, enjoys rooting for the L.A. Lakers and is a Marvel movie fan.

Christian is responsible for the maintenance and upkeep of the tools and technology within the firm’s enterprise systems. Prior to joining the firm in 2021, Christian was a technical lab assistant at the Rochester Institute of Technology (RIT). He graduated from RIT with a BS in Computing and Information Technology. In his free time, he enjoys coding practice, hiking, board games and video games.

As a member of our Marketable Alternatives team, Matt researches and performs due diligence on marketable alternative managers. He is also a member of the firm’s Legal, Risk and Compliance Committee. Matt joined the firm in 2017 and was the Operational Risk Analyst for alternative investments for five years before taking on his current role. Prior to joining the firm Matt worked at RSM US LLP as a Senior Associate in both the Assurance and Risk Advisory Services practices. He received a Master of Science in Accountancy from DePaul University’s Kellstadt Graduate School of Business and a Bachelor of Science in Quantitative Structural Physics from the University of Wisconsin – Green Bay. He also obtained the Financial Risk Manager (FRM) designation certified by the Global Association of Risk Professionals and is a Certified Public Accountant. Matt served as a Captain in the United Sates Army where he was deployed to Afghanistan and awarded the Bronze Star Medal for meritorious service. In his free time, he enjoys reading, playing board games and spending time with his family. Additionally, Matt has completed an Ironman Triathlon®.

As a Senior Consulting Analyst, Dan focuses on quarterly performance reporting and monitoring, vendor searches, fund menu design and plan diagnostics for all types of defined contribution clients. He joined Fiduciary Investment Advisors in 2017, which combined with Fiducient Advisors in 2020. He earned his MBA and BA at the University of Connecticut, and enjoys spending time with his family, traveling and golf.

Freskid 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, Freskid was a Project Estimator at Servpro Restoration Services. He graduated with a BS degree in Economics and minor in Statistics from the University of Connecticut. In his free time, Freskid enjoys rooting for the New Orleans Saints and the Tottenham Hotspurs.

Joe is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. He joined Fiduciary Investment Advisors, LLC in 2018, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Joe held various positions with Wright Investors’ Service. He received a BS in Finance from Quinnipiac University. Joe enjoys spending time with his wife and daughter, vacationing in Maine, hiking and rooting for the New York Yankees.