Research & Analytics

May 27, 2022 by

As a Consulting Analyst, Samantha is responsible for the analysis of defined benefit, endowment, foundation and other nonprofit client investment portfolios. Prior to joining the Fiducient Advisors in 2022, she was an investment Associate with RMB Capital Management. Samantha earned a Bachelor of Arts and Science in Business Administration, majoring in Finance, from Marquette University. She volunteers at her local community church and serves as part of her neighborhood’s P.A.D.S. Community. In her free time, Samantha loves running, reading and baking.

May 20, 2022 by

As a Senior Research Analyst, Marilyn researches and performs operational due diligence on core investment managers. She has over 18 years of experience in institutional investing and manager due diligence. Prior to joining Fiducient in 2022, Marilyn was Director of Marketing at Havener Capital where she worked with emerging managers. She also held research positions as a Senior Analyst on the U.S. Equity teams at Towers Watson, Mercer and USI Advisors. Marilyn earned a BS in Finance with a minor in Economics from Quinnipiac University. In her free time, she enjoys cooking, entertaining, traveling to the Caribbean and boating with her husband and two kids.

May 20, 2022 by

Grant supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2022, Grant was a Financial Advisor and District Manager at McAdam Financial. He graduated with a BS degree in Economics from the University of Illinois Urbana-Champaign. In his free time, Grant enjoys sports, cooking and exploring new places.

May 13, 2022 by

As a Consulting Analyst, Alyssa focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining Fiducient Advisors in 2022, she served as an Operations Support Specialist with Travelers Insurance. Alyssa received an associate degree in Business Administration from Tunxis Community College. In the past, she has volunteered with Habitat for Humanity, Travelers Championship golf tournament, The Hole in the Wall Gang Camp and Junior Achievement. She loves pursuing new hobbies, including golfing and fishing, as well as spending time with family and friends – preferably at the beach.

May 13, 2022 by

As a Consulting Analyst, Evan focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining Fiducient Advisors in 2022, he served as Relationship Banker with Bank of America. Evan received a Bachelor of Science Degree from Charter Oak State College. In his free time, he enjoys sports, especially golf, watching movies and good food.

May 13, 2022 by

As a Consulting Analyst, RJ focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. Prior to joining Fiducient Advisors in 2022, he served as a Senior Research Associate at Clermont Partners. RJ attended DePauw University where he majored in Economics and Management. Additionally, he is a CFA Level I candidate. In his free time, RJ enjoys playing lacrosse, reading, sailing and playing guitar.