Research & Analytics

As a Consulting Analyst, Ben is responsible for the analysis of Financial Institutions investment portfolios. He assists in servicing clients by offering expertise on asset allocation, portfolio design and manager selection. Prior to joining Fiducient Advisors in 2024, he worked as an account executive with Allvue Systems. Ben earned a BA in Finance from Michigan State University. His personal interests include basketball, golf and travel, as well as volunteering with Turn 2 Foundation.

Liam is responsible for the analysis of client investment portfolios for The Wealth Office^®. He 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 2023, Liam was an Investment Risk and Analytical Services Senior Associate at Northern Trust Bank. He graduated with a BBA in Finance from the University of Iowa, Tippie School of Business and is a CFA® charterholder and member of the CFA Society Chicago and CFA Institute. His interests include snowboarding, beach volleyball, softball, traveling and hiking.

As a Consulting Analyst, Catherine is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors in 2023, she was an Equity Capital Markets Analyst at Canaccord Genuity. Catherine earned a BA in Economics and International Studies from The College of the Holy Cross. In her free time, she enjoys skiing, boating, cooking and traveling.

Graham 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 2023, Graham was an Associate Consultant for Fourth Street Performance Partners. He earned a Bachelor of Science in Business Administration from the Farmer School of Business at Miami University of Ohio. In his free time, Graham pursues his love of hiking, biking and recreational sports, along with reading, cooking and baking. You may also find him cheering on the Clemson Tigers and the Cincinnati Bengals football teams.

As a Consulting Analyst, Claire focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2023, she was a Financial Representative at Northwestern Mutual. Claire earned her BA in Economics from Boston College. In her free time, she enjoys skiing, mountain biking and running.

As a Consulting Analyst, Brooke focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2023, she was a research and data analytics intern at Telemetry. Brooke earned her BA from the College of the Holy Cross. Outside of the office, she enjoys spending time with family and friends, sports, traveling and trying new foods.