Partners, Principals & Consultants

May 5, 2022 by

Altan provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other private investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management.

Prior to joining the firm in 2014, Altan was a Senior Planner at Balasa Dinverno Foltz and an Analyst at RegentAtlantic Capital. Altan earned a Bachelor of Science in Financial Planning from the University of Illinois and a Master of Science in Personal Financial Planning from Texas Tech University. Altan was awarded the prestigious Gates Millennium Scholarship through the Bill and Melinda Gates Foundation, as well as the President’s Congressional Scholarship which provided the opportunity to serve within the United States House of Representatives in Washington, D.C. Altan achieved the Certified Financial Planner® designation in 2012 and is a Level II CFA Candidate in the CFA Program. He was a member of the Midtown Auxiliary Board and enjoys competing in triathlons.

May 5, 2022 by

As a Partner and Senior Consultant in our Maine office, Leslie services institutional clients by providing advice and counsel on all areas of fund oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and overall investment policy. She focuses on retirement plans for corporate and nonprofit organizations. Leslie joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she founded a regional advisory firm providing consulting and advisory services to defined contribution plans and their committees. Leslie earned her BA from the University of Denver. She served on the committee responsible for developing the Financial Literacy Program for United Way of York County, Maine. In her free time, Leslie enjoys skiing, live music and travel.

May 5, 2022 by

Brian services institutional clients by providing advice and guidance on the manager search process, fund selection for portfolios and overall investment management. Brian is a member of the firm’s Defined Contribution Business Council and co-chair of the Recordkeeper Oversight Committee. Brian joined the firm in 2007 as a Performance Analyst and held many positions within Fiducient Advisors on his path to Senior Consultant.

Previously, he was a Client Service Specialist for Chase Investment Services and Scudder Investments. He graduated with a BA from the University of Northern Iowa. Brian is actively involved in The Greater Chicago Food Depository and enjoys biking, bowling, golf, playing guitar and traveling. He is also an avid sports fan supporting the Bears, Blackhawks, Bulls, Cubs and Iowa Hawkeyes.

May 5, 2022 by

As Managing Partner and President, Mark provides leadership for the firm’s strategy and overall operations. Additionally, he works with corporate and nonprofit retirement plans, endowments and foundations and private families. Mark was a founder of Fiduciary Investment Advisors, LLC, which combined with Fiducient Advisors in 2020.

Mark has served on and chaired multiple nonprofit boards and investment committees, including Northfield Mount Hermon, McLean, Hartford Healthcare and Ellsworth Foundation and serves as a corporator for both the Greater Worcester Community Foundation and the Horace Bushnell Memorial Hall. He has also served on the corporate pension committees as a fiduciary for both UBS Financial Services, Inc., and Novartis Corporation. Mark has been in the industry since 1990 and has received many industry recognitions for his contributions. He regularly speaks at industry conferences, has chaired the P&I inaugural Healthcare Summit and two P&I OCIO Conferences. He has been published numerous times in publications such as PLANSPONSOR Magazine and PIMCO’S DC Dialogue. Mark earned his MBA from the Tuck School at Dartmouth and a BS from the University of Vermont. He enjoys family time, biking, ice hockey and fishing.

May 5, 2022 by

Julie helps establish, implement and lead strategic operations plans. She works to enhance operational proficiencies and drive effective business initiatives to improve revenue and earnings growth. Prior to joining the firm in 2020, Julie was Partner and Managing Director of Wealth Management at RMB Capital Management, LLC. Previous to that, she was a Senior Managing Director and served on the Management Committee and Board of Directors at Mesirow Financial Holdings. Julie received her Bachelor of Science in Marketing from Northern Illinois University and earned her MBA from Northwestern University Kellogg Graduate School of Management. Julie serves on the La Rabida Board of Trustees and is a member of The Chicago Network. In her free time, you can find Julie spending time with family, trying new restaurants and traveling.

May 5, 2022 by

As Managing Partner and Director of Institutional Consulting, Tony maintains oversight for the firm’s institutional consultants. In addition, he services institutional and family clients, providing advice and counsel on all areas of portfolio oversight, including investment policy, asset allocation, manager research and selection, portfolio structure, performance monitoring and overall investment management. Tony is a member of the firm’s Research Forum and Discretionary Committee. His range of knowledge includes asset allocation/investment portfolio construction, capital markets analysis, and investment manager evaluation. Tony co-founded Fiduciary Investment Advisors, LLC in 2006, which combined with Fiducient Advisors in 2020.

Prior to co-founding the firm, he was a PRIME Consultant at UBS Financial Services Inc. Tony earned his MSF from the Carroll School of Management at Boston College and his BS at Marist College. He is a CFA® charterholder and a member of the CFA Institute and the Hartford CFA Society. Additionally, he serves as a Trustee and Investment Committee Chair for the Springfield Museums. Tony enjoys family time, reading, running, cycling and golf.