Research & Analytics

Alex is responsible for researching and performing operational due diligence on private investment managers. Prior to joining Fiducient Advisors in 2023 he was an Associate at Sequential Ventures, an analyst in the FinTech investment banking group at KBW, A Stifel Company and started his career at Goldman Sachs in Private Wealth Management. Alex earned a BBA degree in Finance from Ohio University. He enjoys reading non-fiction, exercising and trying out different restaurants in his free time.

Ariel is responsible for the maintenance and upkeep of the tools and technology within the firm’s enterprise systems. Prior to joining the firm in 2023, Ariel was an Automation Engineer at ABG Wellness Group. He graduated from the University of Wisconsin – Madison with a degree in Mathematical Economics. In his free time, he enjoys jiu jitsu, climbing, yoga, calisthenics, dance, guitar, drawing and reading.

Krishma 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 2022, Krishma was a financial analyst within wealth management at Goldman Sachs and PNC Private Wealth. She graduated with a BSBA in Finance from Roosevelt University and is currently working toward the Certified Financial Planner (CFP^®) designation. Her interests include traveling, fitness and spending time with family and friends.

As a Consulting Analyst, Joel focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. With over 10 years of financial industry experience prior to joining the firm in 2022, he has held positions in banking and financial services including as a Financial Advisor at PNC Investments. Joel earned his BA and MBA from the University of Illinois at Chicago. In his free time, he enjoys coaching little league and cheering for the Chicago Bears and Chicago Cubs.

Ian is responsible for researching and performing operational due diligence on public market investment managers. Prior to joining Fiducient Advisors in 2022, he was an Investment Analyst with Foundation For The Carolinas in Charlotte, North Carolina. Ian earned a Bachelor of Finance degree from Stetson University. He enjoys bass guitar, golf, hiking and improv in his free time.

Eric 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, Eric was a Portfolio Analyst at Sage Private Wealth Group. Eric graduated from Indiana University – Bloomington with a Bachelor of Science in Finance and a co-major in Business Analytics. In his free time, he enjoys skiing, watching Minnesota sports teams, tracking sports analytics and statistics, reading and watching thriller movies.