Douglas Balsam

Managing Partner, Director of Institutional Consulting

Doug is responsible for oversight of Fiducient Advisors’ institutional consultants and setting strategic direction for the firm’s institutional consulting business. 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 Bachelor of Science degree in Finance at Miami University and a Master of Business Administration, with honors, from Loyola University in Chicago. His charitable activities have included the Greater Chicago Food Depository and the Ravinia Festival Association.