Research & Analytics

As a Consulting Analyst, Rob focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining the firm in 2022, Rob interned as a Financial Planning Analyst at Nova Biomedical. He attended Babson College where he obtained a Bachelor of Science with a Finance concentration. In his free time, Rob enjoys soccer and golf.

Grant 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, Grant was a Financial Advisor and District Manager at McAdam Financial. He graduated with a BS degree in Economics from the University of Illinois Urbana-Champaign. In his free time, Grant enjoys sports, cooking and exploring new places.

As a Consulting Analyst, Evan focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining Fiducient Advisors in 2022, he served as Relationship Banker with Bank of America. Evan received a Bachelor of Science Degree from Charter Oak State College. In his free time, he enjoys sports, especially golf, watching movies and good food.

Molly is responsible for the maintenance and administration of the data within the firm’s enterprise systems. Prior to joining the firm in 2022, Molly was Business Data Analyst at Bashpole Software Inc. She graduated from Colby College with a BA in Mathematical Science, with a concentration in Statistics and a minor in Managerial Economics. In her free time, Molly loves volunteering with Best Buddies International and Special Olympics. She also enjoys playing field hockey and ice hockey.

Susan is responsible for the analysis of defined benefit, private client, endowment, foundation and other nonprofit client investment portfolios. She is also a member of the firm’s Engagement Council. Susan joined Fiduciary Investment Advisors, LLC in 2006, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she served as a Registered Client Service Associate with the PRIME Asset Consulting Group at UBS Financial Services Inc. and as a Client Analyst at Goldman, Sachs & Co. Susan received her BS from the University of New Hampshire. She enjoys cooking, volunteering at her children’s schools and raising a family of three boys.

Alex  is responsible for researching and performing operational due diligence on public market investment managers. Prior to joining the firm in 2021, Alex was a Technical Coordinator in Institutional Fund Accounting for Northern Trust Corporation. He graduated with a BS in Economics from Arizona State University. Alex is a CFA® Charterholder (Chartered Financial Analyst®), Member of the CFA Institute and the CFA Society of Chicago. In his free time, Alex enjoys attending Chicago sports events, traveling, reading and spending time with friends.