Research & Analytics

Nadine is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the firm in 2023, Nadine worked as a Consultant with Chartwell Consulting and has been working in the financial services industry since 2007. She graduated from Rider University with Bachelor of Science degrees in Finance and Actuarial Science. Outside of work, Nadine volunteers at Calvary Chapel Church in Old Bridge, NJ and enjoys nature, spending time with her family, cooking and engaging in ministry and outreach activities.

As a Consulting Analyst, Denisse is responsible for the analysis of Financial Institutions investment portfolios. She assists in servicing clients by offering expertise on asset allocation, portfolio design and manager selection. Prior to joining Fiducient Advisors in 2024, she worked as a Global Equity Research Intern at William Blair. Denisse earned an MBA in Finance and a BBA in Economics from Loyola University Chicago. In her free time, you can find Denisse hiking with her dog.

Daisy is responsible for the analysis of client investment portfolios for The Wealth Office^®. She assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. Prior to joining the firm in 2024, Daisy was a Work Place Planning Consultant at Fidelity Investments. She graduated with a BA in International Business and Economics from the University of North Texas and is in the process of obtaining her MBA. Her interests include traveling and trying new restaurants.

As a Consulting Analyst, Calla focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2024, she was a Corporate Finance intern for Kohler Co. Calla earned her BS in Finance from Quinnipiac University. In her spare time, she enjoys figure skating and formerly represented Team USA in multiple competitions abroad.

As a Consulting Analyst, Abbas focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2024, he was a Business Development Specialist at Task Solutions Experts and an Investment Operations Associate at PIMCO. Abbas earned his BA in Economics from the University of California, Irvine and is currently pursuing his MBA at UCLA. Outside of the office, he enjoys video games, jazz music and is an avid musician who plays bass guitar.

J.P. is responsible for the maintenance and administration of the data within the firm’s enterprise systems. Prior to joining Fiducient Advisors in 2024, he worked as a Senior Lending Operations Specialist at Toast and as a Senior Provider Server Analyst at Cotiviti. J.P. earned a BA in Finance and Marketing from the University of Delaware and an MBA from Northeastern University. His personal interests include skiing, distance running and DJing weddings and events.