Douglas Balsam

Managing Partner, Director of
Institutional Consulting

Chicago, IL

Doug is responsible for oversight of Fiducient Advisors’ institutional consultants and setting strategic direction for the firm’s institutional consulting business. He also serves as a member of the Investment Committee. Prior to joining the firm in 1998, he spent several years at Scudder, Stevens & Clark, a Boston-based investment management firm. He obtained the Accredited Investment Fiduciary Auditor (AIFA®) designation from the Center for Fiduciary Studies at the Joseph M. Katz Graduate School of Business at the University of Pittsburgh. In 2005, Doug co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). He has been active with the Plan Sponsor Council of America and a featured speaker at their national conference. Doug earned his BS degree in Finance at Miami University and an MBA, with honors, from Loyola University in Chicago. His charitable activities have included the Greater Chicago Food Depository and the Ravinia Festival Association.