Research & Analytics

Kyle is responsible for researching and performing operational due diligence on core investment managers. He joined Fiduciary Investment Advisors, LLC in 2017, which combined with Fiducient Advisors in 2020. He earned a BS from Champlain College and is a CFA® charterholder. He enjoys snowboarding and fishing in his free time.

Nick 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 2020, Nick served as a Client Service Associate at The Next Level Planning Group. Nick graduated from the University of Missouri earning a Bachelors of Science in Personal Financial Planning with a minor in Business Administration. He obtained the designation of Certified Financial Planner (CFP®) from the College of Financial Planning. With his free time, Nick enjoys golfing, fishing and attending sporting events.

Luke 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 2021, Luke was an Accounts Clerk in the Finance Office of the Town of Madison, Connecticut. He graduated with a BS in Finance and Real Estate from the University of Connecticut. Luke is a volunteer firefighter at Madison Hose Co. #1 and helps to lead the fire department’s fundraising efforts. He also volunteers at the Downtown Evening Soup Kitchen in New Haven, Connecticut. In his free time, Luke enjoys exercising, especially weightlifting and running. He also loves visiting local restaurants and breweries.

As a Consulting Analyst, John is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors in 2022, he was a Credit Analyst at Wintrust Bank. John earned a BS in Finance from Indiana University, Bloomington and is currently a Level 1 CFA candidate. His personal interests include anything outdoors, especially the beach, playing sports or going for walks.

Jessica focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. She is also a member of the firm’s Engagement Council. Jessica joined Fiduciary Investment Advisors, LLC in 2019, which combined with Fiducient Advisors in 2020. She earned a BA from the University of Rhode Island. She enjoys spending time with family and friends, traveling, staying active and cooking.