Research & Analytics

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.

As Manager of Performance Analytics, Alex oversees performance analysts who provide reporting and analytics to clients. He 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 2018, Alex worked as an Analyst at Northern Trust. Alex graduated from Bradley University with a Bachelor’s of Science in Finance. He is Level III CFA Candidate in the CFA Program. In his free time, Alex enjoys playing tennis, watching sports and is a loyal Chicago Cubs fan.

Marc supports the firm’s consulting efforts by providing performance measurement, evaluation and reporting services for pension, endowment, foundation, other nonprofit and private clients. Additionally, he assists with the firm’s database system development and enhancement. Marc joined Fiduciary Investment Advisors, LLC in 2006, which combined with Fiducient Advisors in 2020. Prior to joining the firm, he was a Performance Analyst at UBS Financial Services and at Phoenix Investment Partners. Marc received a BA from the University of Connecticut.

Kelly focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. She is a member of the firm’s Engagement Council. Kelly joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Kelly was an Employee Benefits Client Service Representative at Lindberg & Ripple. She earned a BA at Central Connecticut State University. Kelly enjoys hiking, training dogs and spending time with family and friends.

As a Senior Research Analyst, Matt is responsible for sourcing and performing due diligence on investment opportunities across public and private real assets. He joined Fiduciary Investment Advisors LLC in 2015, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, Matt was an Internal Mutual Fund Wholesaler at Voya Investment Management. He received his BBA from the University of Massachusetts Amherst. Matt is a CFA® charterholder and member of the CFA Institute and Hartford CFA Society. Matt enjoys sports, exercising, playing cards and spending time with family and friends.