Research & Analytics

May 4, 2022 by

Anthony is a Partner, Research Director at the firm and leads the Marketable Alternatives and Capital Markets research efforts. He is a member of the firm’s Investment Committee, Discretionary Committee, Research Forum and Marketable Alternatives Research Team. Prior to joining the firm in 2011, Anthony held various roles in equity research and due diligence. Anthony received a Master of Business Administration from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics & Entrepreneurship and a Bachelor of Arts in Finance from the Eli Broad College of Business at Michigan State University. He is a CFA® charterholder and member of the CFA Society Chicago and CFA Institute. He is on the Advisory Board for the Michigan State University Financial Markets Institute and the University of Chicago Alumni Club of Chicago. In his free time, Anthony enjoys playing guitar, collecting vinyl, history, golf and spending time with his wife and two sons.

May 4, 2022 by

Collin researches and performs due diligence on investment managers and is a member of the firm’s Global Public Markets Team and Mission-Aligned Investing Council. Collin joined the firm in 2015 as a performance analyst after working as a portfolio administration analyst at McDonnell Investment Management. Collin graduated from the University of Iowa with a BBA in Finance and Minor in Economics. He is a CFA® charterholder and a member of the CFA Society of Chicago. In his free time, Collin enjoys skiing, cooking and performing guitar throughout Chicago.

May 4, 2022 by

As a member of the Global Public Markets Team, Sean researches and performs operational due diligence on core investment managers and leads research efforts on defined contribution-specific investment solutions. He is a member of the firm’s Defined Contribution Business Council and Strategic Oversight Committee. Sean joined Fiduciary Investment Advisors LLC in 2014, which combined with Fiducient Advisors in 2020. He received his MBA from the University of Hartford and BS from the University of Connecticut School of Business. Sean is a CFA® charterholder and member of the CFA Institute and Hartford CFA Society. His personal interests include skiing, fishing and golf.

May 4, 2022 by

As Director of Performance Analytics, Matt oversees performance analysts who provide reporting and analytics to clients. Matt also supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Matt joined the firm in 2014.

Previously, he was a Financial Analyst with AON PLC. Matt graduated from Illinois State University with a BS in Finance and a BS in Insurance & Risk Management. He is a CFA® charterholder and a member of the CFA Society of Chicago. Matt enjoys cooking and endurance sports and is a big fan of the Chicago Bulls, Bears and Cubs.

May 4, 2022 by

As a member of the Global Public Markets Team, Rob researches and performs due diligence on fixed income investment managers. He is also a member of our Capital Markets Team. Rob joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, he was an Investment Analyst at USI Advisors, Inc. He received his BA from Bucknell University, is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. Rob volunteers as a member of the Finance and Investment Committee for Chrysalis Center, Inc., a nonprofit organization in Hartford, CT providing support to those struggling with poverty, mental health issues and other challenges. In his free time, Rob enjoys spending time with his wife and sons, golf, and platform tennis.

May 4, 2022 by

Brad joined Fiducient Advisors in 2012. As Fiducient Advisors’ Chief Investment Officer, Brad leads the firm’s investment strategy and research efforts. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Committee and Mission-Aligned Investing Council.

Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to underresourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.