Research & Analytics

Sheena supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Sheena graduated from George Mason University with a BS in Finance and has successfully completed the Level I CFA exam. Prior to joining the firm, Sheena was the Consulting Analyst for ORION Investment Advisors. In her free time, Sheena enjoys world travel.

Andrew 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, Andrew was a Staff Accountant at Nuveen Investments. Andrew graduated with a double major in Finance and Accounting from the Illinois State University and is a Level II CFA Candidate in the CFA Program. In his free time, Andrew enjoys supporting Chicago sports.

As a member of the Marketable Alternatives Research Team, Andrew is responsible for performing due diligence on marketable alternative managers for potential inclusion in client portfolios. Prior to joining the firm in 2018, Andrew was a Senior Portfolio Accountant at Parametric Portfolio Associates where he was accountable for leading audits, monitoring trading risks and preparing daily analyses. Before his career in finance, Andrew was a NFL kicker for the New York Jets. He received a Bachelor of Arts, double majoring in Finance and Marketing, from Washington State University. Andrew is a Chartered Alternative Investment Analyst (CAIA®) and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. With his free time, Andrew enjoys world travel, reading, hiking and is a Washington State Cougars superfan.

David supports the firm’s consulting efforts by providing performance measurement, evaluation and reporting services for pension, endowment, foundation, other nonprofit and private clients. He is also a member of the firm’s trading team. David joined Fiduciary Investment Advisors, LLC in 2010, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was a Control Analyst in the Treasury unit at ING Investment Management. David earned a BS from Eastern Connecticut State University. In his free time David enjoys watching his son’s baseball games and umpiring. He is also the Disney resident expert in the Windsor, Connecticut office. He’s been to Disney World, Shanghai Disney and Tokyo Disney – Dole Whips anyone?

Brian is responsible for performing due diligence on private equity managers for potential inclusion in client portfolios. He is a member of the firm’s Global Private Markets Group. Brian received a BS from Iowa University in Business Management with a concentration in Finance and is a Chartered Alternative Investment Analyst (CAIA®). Brian plays in multiple intramural hockey leagues as well as intramural basketball, softball and flag football and was a Top Five finisher in the National Red Bull Crashed Ice Cross Downhill Competition.