Trey Swan

Consulting Analyst

As a Consulting Analyst, Trey is responsible for analyzing defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining Fiducient Advisors, he was a Client Advisory Associate at Pathstone. Trey earned a BS degree in Finance from the University of Louisville. In his free time, he enjoys being a home barista, traveling and attending standup comedy shows.

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