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Fiducient Advisors
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Our Professionals

Firm Leadership

Robert DiMeo

Chief Executive Officer

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Mark Wetzel

Managing Partner, President

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Julie E. Vander Weele 

Managing Partner,
Chief Operating Officer

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Douglas Balsam

Managing Partner, Director of
Institutional Consulting

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Michael Benoit

Managing Partner,
Senior Consultant,
The Wealth Office®

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Brian Carlson

Managing Partner, Senior Consultant

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Patrick Chase

Principal, Executive Director of Enterprise Applications

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Megan Claucherty

General Counsel and
Chief Compliance Officer

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Meredith Doyle

Director of Human Resources

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Tracey Flynn

Director of Middle Office Investment Operations

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Jenna Friedman

Principal,
Director of Marketing

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Ryan Gardner

Managing Partner,
Head of Defined Contribution

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Michael Goss

Managing Partner,
Senior Consultant

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Maura Goulart

Director of Client Analytics (Allocation)

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Monica N. Harrison

Director of Finance & Accounting

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Christopher Kachmar

Partner,
Chief Market Strategist

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Matthew Kaminski

Partner, Research Director -
Global Public Markets

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Bradford Long

Partner, Deputy Chief Investment Officer

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Jessica Ludwig

Managing Partner, Associate Director of Institutional Consulting

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Katherine Marino

Director of Client Analytics
(Defined Contribution)

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Matthew Marwitz

Director of Performance Analytics

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Adam Newell

Partner, Director of Consulting,
The Wealth Office®

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Anthony Novara

Partner, Research Director - Marketable Alternatives and Capital Markets

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William Parker

Principal, Associate Director of Wealth Consulting, The Wealth Office®

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Kiaina Phillips

Director of Client Services

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Matthew Porter

Managing Partner,
Head of Endowments and Foundations

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Matthew Rice

Managing Partner,
Chief Investment Officer

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Sandra Sergiyenko

Manager of Client Services,
The Wealth Office®

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Anthony Tranghese

Managing Partner, Director of Institutional Consulting

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Consultants & Partners

Robert DiMeo

Chief Executive Officer

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Mark Wetzel

Managing Partner, President

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Julie E. Vander Weele 

Managing Partner,
Chief Operating Officer

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Chatelaine Achterberg

Senior Consultant

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Gregory Adams

Consultant

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Eileen Allgrove

Senior Consultant,
The Wealth Office®

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Mark A. Baker

Regional Director,
Senior Consultant

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Douglas Balsam

Managing Partner, Director of
Institutional Consulting

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Jeff Benoit

Director of Taft-Hartley Consulting

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Michael Benoit

Managing Partner,
Senior Consultant,
The Wealth Office®

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Stephen Bergman

Consultant

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Tim Black

Senior Consultant

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Scott Boulton

Consultant

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Nicholas Breit

Partner, Director of
Financial Planning

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Shreya Canakapalli

Principal, Senior Consultant

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Jeffrey Capone

Partner, Senior Consultant

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Brian Carlson

Managing Partner, Senior Consultant

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Michael Chase

Partner, OCIO Practice Lead

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Joseph Cortese III

Partner, Senior Consultant

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Sarah Cowenhoven

Consultant & Consulting Analyst, Team Lead

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Richard Dahling

Senior Consultant

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Andrew Doten

Consultant, The Wealth Office®

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Steven Dufault

Principal, Corporate Defined Contribution Practice Leader

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Colleen Dumke

Senior Consultant,
The Wealth Office®

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Kerry Elsass

Senior Consultant

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Michael Emerson

Senior Consultant,
The Wealth Office®

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Ahmed Farruk

Regional Director,
Senior Consultant

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Jonathon Fellows

Partner, OCIO Practice Lead,
The Wealth Office®

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Bill Fisher

Senior Consultant

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Devon Francis

Partner, Senior Consultant

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Matthew Fratini

Consultant

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Taylor Furmanski

Senior Consultant

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Ryan Gardner

Managing Partner,
Head of Defined Contribution

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Guadalupe Gómez

Consultant

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Michael Goss

Managing Partner,
Senior Consultant

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Maura Goulart

Director of Client Analytics (Allocation)

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Sarah Hinman

Senior Consultant,
The Wealth Office®

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James Jensen

Partner, Senior Consultant

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Christine Jordan

Senior Consultant,
The Wealth Office®

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Christopher Kachmar

Partner,
Chief Market Strategist

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Jessica Ludwig

Managing Partner, Associate Director of Institutional Consulting

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Katherine Marino

Director of Client Analytics
(Defined Contribution)

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Carol McShera

Consultant

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Joseph Melia

Senior Consultant

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James Modelski

Partner, Regional Director/West

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Ryan Murphy

Senior Consultant

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Peter Nadeau

Partner, Senior Consultant

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Adam Newell

Partner, Director of Consulting,
The Wealth Office®

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Timothy Ng

Senior Consultant

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Anthony Novara

Partner, Research Director - Marketable Alternatives and Capital Markets

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Kevin O’Brien

Partner, Senior Consultant

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Kevin O’Connell

Senior Consultant

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William Parker

Principal, Associate Director of Wealth Consulting, The Wealth Office®

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Karen Paulson

Partner, Senior Consultant

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Kathryn Pizzi

Partner, Senior Consultant

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Tyler Polk

Partner, Senior Consultant

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Matthew Porter

Managing Partner,
Head of Endowments and Foundations

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Eric Ramos

Senior Consultant

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Matthew Rice

Managing Partner,
Chief Investment Officer

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Jacqueline Rondini

Senior Consultant

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Christopher Rowlins

Partner, Senior Consultant

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Andrew Salak

Senior Consultant,
The Wealth Office®

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Brian Samuels

Senior Consultant

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Joseph Scime

Principal, Senior Consultant,
The Wealth Office®

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Barrett Scott

Consultant, The Wealth Office®

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Vincent Smith

Partner, Nonprofit Defined Contribution Practice Leader

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Stephen Spencer

Senior Consultant

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Joe Syron

Senior Consultant

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David Thome

Senior Consultant,
The Wealth Office®

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Chad Tischer

Partner

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Anthony Tranghese

Managing Partner, Director of Institutional Consulting

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Brian White

Senior Consultant

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Leslie Whitney

Partner, Senior Consultant

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Altan Wuliji

Senior Consultant,
The Wealth Office®

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Research & Analytics

Jacob Anderson

Senior Performance Analyst

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Miguele Atkins

Performance Analyst

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Matthew Babiash

Senior Research Analyst - Marketable Alternatives

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Aaron Bassin

Performance Analyst

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John Bayer

Performance Analyst

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Dylan Borgel

Consulting Analyst

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Miranda Brozik

Consulting Analyst

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Richard Carey

Senior Consulting Analyst

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Marc Corigliano

Consulting Analyst,
The Wealth Office®

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Christian Cote

IT Analyst

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Sarah Cowenhoven

Consultant & Consulting Analyst, Team Lead

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Joshua Daniel

Consulting Analyst

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Teresa Dao

Consulting Analyst

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Ted Dawson

Consulting Analyst, The Wealth Office®

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Freskid Dinaj

Performance Analyst

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Joseph Diogostine

Consulting Analyst

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Daniel Duffy

Senior Performance Analyst, Team Lead

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Andrew Dufur

Performance Analyst

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Oakley Duryea

Senior Research Analyst -
Global Public Markets

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Kate Edler

Performance Analyst

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Sheena Effendi

Performance Analyst

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David Fontaine

Senior Performance and Trade Systems Analyst, Team Lead

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Andrew Furney

Research Analyst -
Marketable Alternatives

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Laura Gineo

Senior Consulting Analyst,
Team Lead

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Chris Gluckman

Consulting Analyst

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Peter Goode

Performance Analyst

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Joel Hainsfurther

Senior Research Analyst - Global Public Markets

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Lucas Hannegan

Consulting Analyst

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Ryan Haskamp

Consulting Analyst

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Anne Haynes

Senior Consulting Analyst

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Austin Herzy

Consulting Analyst

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Matt Holland

Senior Research Associate -
Marketable Alternatives

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Alyssa Holly

Consulting Analyst

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Bradley Johnson

Senior Performance Analyst, Team Lead

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Andre Joyner

Consulting Analyst

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Christopher Kachmar

Partner,
Chief Market Strategist

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Matthew Kaminski

Partner, Research Director -
Global Public Markets

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Ellen Kazembe

Performance Analyst

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Robert Klinke

Consulting Analyst

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Mike Kopec

Senior Consulting Analyst

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Eric Kraus

Consulting Analyst

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Andrew Krcatovich

Middle Office Operations & Technology Analyst

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Grant LaRussa

Performance Analyst

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Christopher Ledwith

Senior Research Analyst -
Global Public Markets

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Daniel Lojko

Senior Consulting Analyst

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Bradford Long

Partner, Deputy Chief Investment Officer

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Robert Lowry

Senior Research Analyst -
Global Public Markets

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Matthew Marwitz

Director of Performance Analytics

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Sean McCaffery

Research Analyst -
Global Public Markets

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Collin McGee

Research Analyst -
Global Public Markets

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Priscilla Meadow

Consulting Analyst,
The Wealth Office®

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Mike Migut

Performance Analyst

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Tyler Nichols

Senior Manager of
Performance Analytics

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Ahmad Nouman

Performance Analyst

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Anthony Novara

Partner, Research Director - Marketable Alternatives and Capital Markets

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Bob Ochenkowski

Consulting Analyst,
The Wealth Office®

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Griffin Olejarz

Consulting Analyst

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Jessica Ouellette

Consulting Analyst

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Angelique Pappas

Senior Research Analyst -
Global Private Markets

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Matthew Porter

Managing Partner,
Head of Endowments and Foundations

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John Poydence

Consulting Analyst

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Matthew Rice

Managing Partner,
Chief Investment Officer

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Brian Rooke

Research Analyst -
Global Private Markets

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Luke Rossi

Performance Analyst

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Marilyn Rowland

Senior Research Analyst – Global Public Markets

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Kedar Satyanand

Research Associate -
Global Public Markets

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Rakhi Shah

Consulting Analyst,
The Wealth Office®

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Kyle Sherman

Senior Research Associate - Private Markets

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Michael Sloan

Senior Performance & Systems Analyst, Team Lead

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Matthew Smith

Senior Research Analyst - Global Public and Global Private Markets

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Kelly Spencer

Senior Consulting Analyst

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Michael Sustarsic

Principal, Research Director -
Global Private Markets

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Molly Thomas

Data Analyst

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Paige Thompson

Senior Consulting Analyst

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Marc Ursin

Senior Performance Analyst, Team Lead

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Evan Walsh

Consulting Analyst

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Shreyas Wardekar

Consulting Analyst

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Alex Weiss

Senior Performance Analyst

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Ryan Wieczorek

Performance Analyst

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Alex Wikstrom

Consulting Analyst

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Susan Woytowicz

Senior Consulting Analyst

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Client Service

Zachary Adkins

Operations Support Specialist – Middle Office

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Tyler Aldrich

Client Service Associate,
The Wealth Office®

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Maggie Bujdasz

Middle Office Operations Analyst

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Kimberly Carlson

Client Service Associate

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Richard Cenar

Client Service Associate

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Gisella Ferrer

Client Service Associate, The Wealth Office®

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Gibson Gaite

Senior Client Service Associate,
The Wealth Office®

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Michelle Goedken

Client Service Associate,
The Wealth Office®

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Duncan Harris

Middle Office Associate

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Emilee Lalchandani

Client Service Associate

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Ian Lapin

Client Service Associate

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Frank Locatell

Financial Wellness Coordinator

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Matthew Myers

Client Service Associate

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Taylor Peters

Client Service Associate, The Wealth Office®

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Kiaina Phillips

Director of Client Services

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Janki Prajapati

Client Service Associate,
The Wealth Office®

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Cheryl Rabin

Client Service Associate,
The Wealth Office®

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Felicia Robinson

Senior Middle Office Associate

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Nick Santangelo

Client Service Associate,
The Wealth Office®

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Sandra Sergiyenko

Manager of Client Services,
The Wealth Office®

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Mackenzie Sherman

Senior Client Service Associate

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Cindy Vitek

Client Service Associate

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Compliance & Operations

Julie E. Vander Weele 

Managing Partner,
Chief Operating Officer

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Jenna Antonelli

Senior Marketing Associate

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Andrews Beniana

Senior Accountant

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Linda Byrnes

Senior RFP Specialist

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Patrick Chase

Principal, Executive Director of Enterprise Applications

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Megan Claucherty

General Counsel and
Chief Compliance Officer

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Cristina Coimbra

Finance Billing Specialist

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Christian Coleman

Partner, Director of Business Development

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Meredith Doyle

Director of Human Resources

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Sydney Evans

Human Resources Generalist

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Tracey Flynn

Director of Middle Office Investment Operations

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Jenna Friedman

Principal,
Director of Marketing

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Carrie Gallo

Marketing Associate

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Nicklaus Harrington

Marketing Associate

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Monica N. Harrison

Director of Finance & Accounting

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Kristen Klaus

Senior Marketing Associate

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Elaine Krol

Receptionist

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Julissa Majka

Compliance Manager

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Carol Morelli

Manager of Administration
and Office Operations

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James O’Brien

Business Development Associate

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Sophie Pohlmann

Human Resources Coordinator

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Sierra Powel-Smith

Legal Operations Associate

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Deborah Ranicar

RFP Specialist

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Jacob Shore

Finance Billing Specialist

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Priscilla Tang

Senior Accountant,
Billing Lead

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Brandy Teague

Administrative Assistant

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