Fiduciary Investment Advisors, LLC
Industry: Company
DescriptionFounded: 2006 Subsidiary: Fiduciary Investment Advisors, LLC, Asset Management Arm
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Fiduciary Investment Advisors, LLC Employees
Employee
Years
Job
Industry
Carrie Gallo Carrie Gallo's Fiduciary Investment Advisors, LLC Experience Training AdministratorGeneral Motors Acceptance Corporation1988 - 1996
Job Marketing at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC Training AdministratorGeneral Motors Acceptance Corporation1988 - 1996
Education
Baldwin-Wallace College 1991 — 1993
Master of Business Administration (MBA)
Loyola University Baltimore, MD 1983 — 1987
Bachelor of Business Administration (BBA), Marketing
Fiduciary Investment Advisors, LLC Training AdministratorGeneral Motors Acceptance Corporation1988 - 1996
Education
Baldwin-Wallace College 1991 — 1993
Master of Business Administration (MBA)
Loyola University Baltimore, MD 1983 — 1987
Bachelor of Business Administration (BBA), Marketing
Dennis Scarpa Dennis Scarpa's Fiduciary Investment Advisors, LLC Experience August 2013 - Present
Job Detail oriented analyst providing analysis for defined contribution retirement plans
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC August 2013 - Present
Michael Filipek Tennis and Multi-Sport Academy June 2008 - August 2013
Wheaton College (MA) August 2012 - May 2013
Wheaton College (MA) August 2012 - May 2013
Northwestern Mutual: Zuzolo Financial Group May 2012 - May 2013
Skills
Economics, Public Speaking, PowerPoint, Data Analysis, Customer Service, Microsoft Word, Microsoft Excel, Team Leadership, Investments, Marketing, Financial Analysis, Retirement Planning, Mutual Funds, Morningstar, Finance, Microsoft Office
Education
Wheaton College (MA) 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.71
London School of Economics and Political Science 2011 — 2012
General Course, Finance
Xavier High School 2005 — 2009
CFA Institute 2014 — 2015
Passed Level I of the CFA Program
Fiduciary Investment Advisors, LLC August 2013 - Present
Michael Filipek Tennis and Multi-Sport Academy June 2008 - August 2013
Wheaton College (MA) August 2012 - May 2013
Wheaton College (MA) August 2012 - May 2013
Northwestern Mutual: Zuzolo Financial Group May 2012 - May 2013
Skills
Economics, Public Speaking, PowerPoint, Data Analysis, Customer Service, Microsoft Word, Microsoft Excel, Team Leadership, Investments, Marketing, Financial Analysis, Retirement Planning, Mutual Funds, Morningstar, Finance, Microsoft Office
Education
Wheaton College (MA) 2009 — 2013
Bachelor of Arts (B.A.), Economics, 3.71
London School of Economics and Political Science 2011 — 2012
General Course, Finance
Xavier High School 2005 — 2009
CFA Institute 2014 — 2015
Passed Level I of the CFA Program
Anderson Zega Anderson Zega's Fiduciary Investment Advisors, LLC Experience September 2012 - December 2012
Job Recent College Graduate at Trinity College Hartford
Industry Financial Services
Experience
Northwestern Mutual June 2013 - September 2013
Waddell & Reed January 2013 - May 2013
Fiduciary Investment Advisors, LLC September 2012 - December 2012
Upper Dublin Township May 2012 - July 2012
Lakeside Mediation Center February 2012 - March 2012
Skills
Social Media, Data Analysis, Sales, Customer Service, Cold Calling, Social Media Marketing, Investments, Retirement Planning, Mutual Funds, Public Speaking, Securities, Asset Allocation, Bloomberg, Financial Analysis, Financial Modeling, Valuation, Finance, Salesforce.com
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Urban Studies Minor
Abington Friends School 2006 — 2010
Northwestern Mutual June 2013 - September 2013
Waddell & Reed January 2013 - May 2013
Fiduciary Investment Advisors, LLC September 2012 - December 2012
Upper Dublin Township May 2012 - July 2012
Lakeside Mediation Center February 2012 - March 2012
Skills
Social Media, Data Analysis, Sales, Customer Service, Cold Calling, Social Media Marketing, Investments, Retirement Planning, Mutual Funds, Public Speaking, Securities, Asset Allocation, Bloomberg, Financial Analysis, Financial Modeling, Valuation, Finance, Salesforce.com
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Urban Studies Minor
Abington Friends School 2006 — 2010
Tyler C. Dziama's Fiduciary Investment Advisors, LLC Experience November 2014 - March 2015
Job Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2015 - Present
Fiduciary Investment Advisors, LLC November 2014 - March 2015
Fiduciary Investment Advisors, LLC June 2013 - October 2014
Fiduciary Investment Advisors, LLC January 2013 - May 2013
Westfield Capital Management, LP June 2012 - August 2012
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.)
Belmont Hill School 2003 — 2009
High School Diploma (Grades 7-12)
Neuberger Berman April 2015 - Present
Fiduciary Investment Advisors, LLC November 2014 - March 2015
Fiduciary Investment Advisors, LLC June 2013 - October 2014
Fiduciary Investment Advisors, LLC January 2013 - May 2013
Westfield Capital Management, LP June 2012 - August 2012
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.)
Belmont Hill School 2003 — 2009
High School Diploma (Grades 7-12)
Lindsay R. Mermell's Fiduciary Investment Advisors, LLC Experience December 2014 - Present
Job Client Service and Research Analyst at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC December 2014 - Present
Fiduciary Investment Advisors, LLC August 2014 - December 2014
Bernstein Global Wealth Management July 2012 - May 2014
Montrose Advisors, Inc. June 2009 - June 2012
Darden Restaurants June 2005 - September 2009
SUNY Potsdam January 2007 - May 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Administrative..., Outlook, Social Media, Access, Fundraising, Event Planning, Facebook, Office Management, Time Management, Research, Training, Customer Service, Process Scheduler, Investments, Word, Excel, Adobe Acrobat, Spreadsheets, Administrative Support, Customer Relations, Internet Explorer, Typing, English, Telephone Skills, Scheduling, Administration, Writing, Twitter, Blogging, Business Development, Disaster Recovery, iPhone, Notary Public, Windows, Proofreading, Networking, Leadership, Asset Management, Marketing, Portfolio Management, Mutual Funds, Communication, Strategy
Education
State University of New York College at Potsdam 2005 — 2009
B.A., Political Science, Pre-Law
Pine Bush High School 2001 — 2005
High School Diploma, General Education
Fiduciary Investment Advisors, LLC December 2014 - Present
Fiduciary Investment Advisors, LLC August 2014 - December 2014
Bernstein Global Wealth Management July 2012 - May 2014
Montrose Advisors, Inc. June 2009 - June 2012
Darden Restaurants June 2005 - September 2009
SUNY Potsdam January 2007 - May 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Networking, Public Speaking, Microsoft Word, Administrative..., Outlook, Social Media, Access, Fundraising, Event Planning, Facebook, Office Management, Time Management, Research, Training, Customer Service, Process Scheduler, Investments, Word, Excel, Adobe Acrobat, Spreadsheets, Administrative Support, Customer Relations, Internet Explorer, Typing, English, Telephone Skills, Scheduling, Administration, Writing, Twitter, Blogging, Business Development, Disaster Recovery, iPhone, Notary Public, Windows, Proofreading, Networking, Leadership, Asset Management, Marketing, Portfolio Management, Mutual Funds, Communication, Strategy
Education
State University of New York College at Potsdam 2005 — 2009
B.A., Political Science, Pre-Law
Pine Bush High School 2001 — 2005
High School Diploma, General Education
Peter Nadeau, MBA, ARPC Peter Nadeau, MBA, ARPC's Fiduciary Investment Advisors, LLC Experience April 2014 - Present
Job Consultant at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC April 2014 - Present
MassMutual Financial Group January 2013 - March 2014
The Hartford June 2010 - December 2012
ING Life Insurance & Annuity Co September 2005 - June 2010
Skills
401k, Series 6, Series 63, Retirement, Mutual Funds, Defined Contribution, Customer Relations, Series 26, Investments, Retirement Plan..., ERISA, Relationship Management, Qualified Retirement...
Education
Allianz Global Investors Center for Behavioral Finance 2015 — 2015
Certified Behavioral Finance Analyst
Society of Professional Asset Managers and Record Keepers 2011 — 2011
Accredited Retirement Plan Consultant
Albertus Magnus College 2006 — 2009
Master of Business Administration
Albertus Magnus College 2006 — 2008
Master of Science in Business Management
University of Hartford 2001 — 2005
Psychology
University of Oxford 2004 — 2004
British Literature and Creative Writing
South Windsor High School
Fiduciary Investment Advisors, LLC April 2014 - Present
MassMutual Financial Group January 2013 - March 2014
The Hartford June 2010 - December 2012
ING Life Insurance & Annuity Co September 2005 - June 2010
Skills
401k, Series 6, Series 63, Retirement, Mutual Funds, Defined Contribution, Customer Relations, Series 26, Investments, Retirement Plan..., ERISA, Relationship Management, Qualified Retirement...
Education
Allianz Global Investors Center for Behavioral Finance 2015 — 2015
Certified Behavioral Finance Analyst
Society of Professional Asset Managers and Record Keepers 2011 — 2011
Accredited Retirement Plan Consultant
Albertus Magnus College 2006 — 2009
Master of Business Administration
Albertus Magnus College 2006 — 2008
Master of Science in Business Management
University of Hartford 2001 — 2005
Psychology
University of Oxford 2004 — 2004
British Literature and Creative Writing
South Windsor High School
Patrick Chase, PMP, CIPM Patrick Chase, PMP, CIPM's Fiduciary Investment Advisors, LLC Experience December 2014 - Present
Job Director of Technology and Performance Monitoring at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC December 2014 - Present
Fiduciary Investment Advisors, LLC January 2014 - December 2014
SS&C Technologies June 2012 - December 2013
Modera Wealth Management April 2010 - May 2012
The Mason Companies August 2003 - May 2010
The Mason Companies May 2001 - May 2005
The Mason Companies May 2000 - May 2001
Skills
Process Improvement, Investments, Business Process..., Data Analysis, Wealth Management, Asset Management, Project Management, Automation, Investment Management, Financial Services, Business Analysis, Analysis, Asset Managment, Asset Allocation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2008
MBA, Information Systems
Strayer University-Maryland 2001 — 2003
Associates, Database Technology, Magna Cum Laude
Frostburg State University 1995 — 2000
BS, Business Administration
Fiduciary Investment Advisors, LLC December 2014 - Present
Fiduciary Investment Advisors, LLC January 2014 - December 2014
SS&C Technologies June 2012 - December 2013
Modera Wealth Management April 2010 - May 2012
The Mason Companies August 2003 - May 2010
The Mason Companies May 2001 - May 2005
The Mason Companies May 2000 - May 2001
Skills
Process Improvement, Investments, Business Process..., Data Analysis, Wealth Management, Asset Management, Project Management, Automation, Investment Management, Financial Services, Business Analysis, Analysis, Asset Managment, Asset Allocation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2008
MBA, Information Systems
Strayer University-Maryland 2001 — 2003
Associates, Database Technology, Magna Cum Laude
Frostburg State University 1995 — 2000
BS, Business Administration
Matthew Pranaitis Matthew Pranaitis's Fiduciary Investment Advisors, LLC Experience May 2014 - August 2014
Job Student at Seton Hall University
Industry Financial Services
Experience
Seton Hall University January 2015 - Present
Cigna May 2015 - August 2015
Seton Hall University September 2013 - May 2015
Fiduciary Investment Advisors, LLC May 2014 - August 2014
Fiduciary Investment Advisors, LLC May 2013 - August 2013
Saint Gabriel School June 2010 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Windows, Microsoft Publisher, Social Networking, Access, Event Planning, Leadership Development, Research, Public Speaking, Teamwork, Time Management, Leadership, Facebook, Financial Analysis
Education
Seton Hall University 2012 — 2016
Northwest Catholic High School 2008 — 2012
Seton Hall University January 2015 - Present
Cigna May 2015 - August 2015
Seton Hall University September 2013 - May 2015
Fiduciary Investment Advisors, LLC May 2014 - August 2014
Fiduciary Investment Advisors, LLC May 2013 - August 2013
Saint Gabriel School June 2010 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Windows, Microsoft Publisher, Social Networking, Access, Event Planning, Leadership Development, Research, Public Speaking, Teamwork, Time Management, Leadership, Facebook, Financial Analysis
Education
Seton Hall University 2012 — 2016
Northwest Catholic High School 2008 — 2012
Elizabeth DeMarchi Elizabeth DeMarchi's Fiduciary Investment Advisors, LLC Experience February 2012 - September 2015
Job Proposal Strategist, Government and Education Segment at Cigna
Industry Insurance
Experience
Cigna September 2015 - Present
Fiduciary Investment Advisors, LLC February 2012 - September 2015
ING August 2009 - February 2012
Lawrence School, a Middletown Public School November 2008 - June 2009
Fiserv Lending Solutions April 2008 - July 2008
Columbia Ford Lincoln Mercury September 2006 - April 2008
Skills
Microsoft Office, Call Centers, Sales, Customer Service, Insurance, Customer Satisfaction, PowerPoint, Microsoft Excel, Outlook, Access, Lotus Notes, Team Leadership, Event Planning, Quality Assurance, Administrative..., Software Documentation, Administrative..., Call Center
Education
Plymouth State University 2001 — 2005
BA, Psychology
Cigna September 2015 - Present
Fiduciary Investment Advisors, LLC February 2012 - September 2015
ING August 2009 - February 2012
Lawrence School, a Middletown Public School November 2008 - June 2009
Fiserv Lending Solutions April 2008 - July 2008
Columbia Ford Lincoln Mercury September 2006 - April 2008
Skills
Microsoft Office, Call Centers, Sales, Customer Service, Insurance, Customer Satisfaction, PowerPoint, Microsoft Excel, Outlook, Access, Lotus Notes, Team Leadership, Event Planning, Quality Assurance, Administrative..., Software Documentation, Administrative..., Call Center
Education
Plymouth State University 2001 — 2005
BA, Psychology
Andrew Salak Andrew Salak's Fiduciary Investment Advisors, LLC Experience October 2014 - Present
Job Associate Director at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC October 2014 - Present
Morgan Stanley August 2009 - October 2014
SNI Financial 2008 - 2009
Robert Half International 2008 - 2008
ING U.S. 2006 - 2008
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement Planning, College Education..., Estate Planning
Education
University of Hartford 2013 — 2015
Master of Business Administration (MBA), Finance
Fordham University 2000 — 2004
BA, Business
Wethersfield High School 1996 — 2000
Fiduciary Investment Advisors, LLC October 2014 - Present
Morgan Stanley August 2009 - October 2014
SNI Financial 2008 - 2009
Robert Half International 2008 - 2008
ING U.S. 2006 - 2008
Skills
Financial Planning, Investment Management, Asset Allocation, Retirement Planning, College Education..., Estate Planning
Education
University of Hartford 2013 — 2015
Master of Business Administration (MBA), Finance
Fordham University 2000 — 2004
BA, Business
Wethersfield High School 1996 — 2000
Matthew Fratini's Fiduciary Investment Advisors, LLC Experience June 2014 - Present
Job Associate Research Analyst at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC June 2014 - Present
Twin Hills Counrty Club March 2010 - September 2013
Brae Head Inc. June 2012 - September 2012
Skills
Financial Analysis, Corporate Finance, Investment Advisory, Investment Strategies, Wealth Management..., Public Speaking, Investment Management, Economic Policy, Economics, Economic Modeling, Team Leadership, Portfolio Management, Microsoft Office
Education
Assumption College 2010 — 2014
Economics, Finance, Business
Fiduciary Investment Advisors, LLC June 2014 - Present
Twin Hills Counrty Club March 2010 - September 2013
Brae Head Inc. June 2012 - September 2012
Skills
Financial Analysis, Corporate Finance, Investment Advisory, Investment Strategies, Wealth Management..., Public Speaking, Investment Management, Economic Policy, Economics, Economic Modeling, Team Leadership, Portfolio Management, Microsoft Office
Education
Assumption College 2010 — 2014
Economics, Finance, Business
Sarah Balazs's Fiduciary Investment Advisors, LLC Experience January 2010 - June 2012
Job Senior Marketing Communications Specialist at Voya Financial (formerly ING)
Industry Financial Services
Experience
Voya Financial July 2012 - Present
Fiduciary Investment Advisors, LLC January 2010 - June 2012
Hartford Life December 2007 - December 2009
Hartford Life November 2006 - December 2007
Skills
Insurance, Event Planning, Access, Marketing, CRM, Outlook, Microsoft Excel, Salesforce.com, Coaching, Mutual Funds, Sales, Marketing Strategy, Email Marketing, Marketing Communications, Advertising, Social Media, Digital Marketing
Education
Springfield College 2012 — 2014
Master of Science (M.S.), Industrial and Organizational Psychology
University of Hartford 2002 — 2006
Bachelor of Arts, English
University of New South Wales 2005 — 2005
University of Oxford 2004 — 2004
Voya Financial July 2012 - Present
Fiduciary Investment Advisors, LLC January 2010 - June 2012
Hartford Life December 2007 - December 2009
Hartford Life November 2006 - December 2007
Skills
Insurance, Event Planning, Access, Marketing, CRM, Outlook, Microsoft Excel, Salesforce.com, Coaching, Mutual Funds, Sales, Marketing Strategy, Email Marketing, Marketing Communications, Advertising, Social Media, Digital Marketing
Education
Springfield College 2012 — 2014
Master of Science (M.S.), Industrial and Organizational Psychology
University of Hartford 2002 — 2006
Bachelor of Arts, English
University of New South Wales 2005 — 2005
University of Oxford 2004 — 2004
Michael Bokoff, CFA Michael Bokoff, CFA's Fiduciary Investment Advisors, LLC Experience May 2008 - January 2009
Job Associate Investment Analyst at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Manulife Asset Management January 2015 - Present
Dowling & Partners December 2011 - April 2014
Keefe, Bruyette & Woods June 2010 - October 2011
University of Connecticut Student Managed Fund September 2009 - May 2010
Westfield Capital Management June 2009 - August 2009
Fiduciary Investment Advisors, LLC May 2008 - January 2009
Skills
Mutual Funds, Financial Modeling, Portfolio Management, Equity Research, Investments, Finance, Economics, Valuation, Equities, Hedge Funds, Financial Analysis, Series 7, Series 63, Insurance, Financial Markets
Education
The University of Connecticut School of Business 2006 — 2010
B.S./B.A., Finance/Economics Dual Degree
University of Connecticut
Kelly Spencer Kelly Spencer's Fiduciary Investment Advisors, LLC Experience June 2011 - Present
Job Research Associate at Fiduciary Investment Advisors
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC June 2011 - Present
Lindberg & Ripple October 2009 - June 2011
Bollinger Insurance September 2008 - October 2009
Skills
Access, Insurance, PowerPoint, Investments, Outlook, Risk Management, Microsoft Word, Social Media, Health Insurance, Research, Adobe Creative Suite
Education
Central Connecticut State University 2002 — 2007
Bachelors Degree, English, Journalism
Fiduciary Investment Advisors, LLC June 2011 - Present
Lindberg & Ripple October 2009 - June 2011
Bollinger Insurance September 2008 - October 2009
Skills
Access, Insurance, PowerPoint, Investments, Outlook, Risk Management, Microsoft Word, Social Media, Health Insurance, Research, Adobe Creative Suite
Education
Central Connecticut State University 2002 — 2007
Bachelors Degree, English, Journalism
Kevin O'Brien, CFA Kevin O'Brien, CFA's Fiduciary Investment Advisors, LLC Experience May 2011 - Present
Job Consultant at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC May 2011 - Present
Baystate Health March 2007 - May 2011
Old Mutual Capital September 2006 - March 2007
Phoenix Investment Partners (now Virtus Investment Partners) February 2004 - September 2006
Phoenix Investment Partners August 2001 - February 2004
Phoenix Investment Partners February 1998 - August 2001
The Phoenix Companies February 1998 - February 1998
Skills
Investments, Portfolio Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
BBA, Finance, Economics
Fiduciary Investment Advisors, LLC May 2011 - Present
Baystate Health March 2007 - May 2011
Old Mutual Capital September 2006 - March 2007
Phoenix Investment Partners (now Virtus Investment Partners) February 2004 - September 2006
Phoenix Investment Partners August 2001 - February 2004
Phoenix Investment Partners February 1998 - August 2001
The Phoenix Companies February 1998 - February 1998
Skills
Investments, Portfolio Management, Fixed Income
Education
University of Massachusetts, Amherst 1995 — 1998
BBA, Finance, Economics
Laura Gineo Laura Gineo's Fiduciary Investment Advisors, LLC Experience July 2013 - Present
Job Associate Research Analyst at Fiduciary Investment Advisors
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC July 2013 - Present
Great Blue Research, Inc. July 2012 - January 2013
Education
Northeastern University 2010 — 2014
Bachelor's of Science in Business Administration, Finance and Marketing
American College of Thessaloniki, Thessaloniki Greece 2010 — 2010
Semester Abroad
Westminster School 2006 — 2010
High School
Fiduciary Investment Advisors, LLC July 2013 - Present
Great Blue Research, Inc. July 2012 - January 2013
Education
Northeastern University 2010 — 2014
Bachelor's of Science in Business Administration, Finance and Marketing
American College of Thessaloniki, Thessaloniki Greece 2010 — 2010
Semester Abroad
Westminster School 2006 — 2010
High School
Robert Paine Robert Paine's Fiduciary Investment Advisors, LLC Experience January 2015 - May 2015
Job Structured Credit Intern at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management June 2015 - Present
Fiduciary Investment Advisors, LLC January 2015 - May 2015
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Research, Customer Service, Event Planning, Social Networking, Corporate Actions, Human Rights, Lifestyle, Morale
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (B.A.), Economics and Computer Science
Middlesex School 2008 — 2012
High School
Babson Capital Management June 2015 - Present
Fiduciary Investment Advisors, LLC January 2015 - May 2015
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Research, Customer Service, Event Planning, Social Networking, Corporate Actions, Human Rights, Lifestyle, Morale
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (B.A.), Economics and Computer Science
Middlesex School 2008 — 2012
High School
Brittany Frank Brittany Frank's Fiduciary Investment Advisors, LLC Experience January 2012 - June 2012
Job Analyst at Brooke Private Equity Associates
Industry Financial Services
Experience
Brooke Private Equity Associates October 2014 - Present
Frank Brothers Construction Services January 2004 - Present
Northeastern University, D’Amore-McKim School of Business/CBA Co-op September 2013 - April 2014
Brooke Private Equity Associates January 2013 - June 2013
Northeastern University Housing & Residential Life August 2012 - December 2012
Fiduciary Investment Advisors, LLC January 2012 - June 2012
Northeastern University Scheduling & Event Planning September 2009 - December 2011
NEPC January 2011 - June 2011
Lyons Solutions, LLC October 2007 - November 2008
Skills
Microsoft Word, Team Leadership, Teamwork, PowerPoint, Team Building, Team-oriented, Project Delivery
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Management
Granby Memorial High School 2005 — 2009
Brooke Private Equity Associates October 2014 - Present
Frank Brothers Construction Services January 2004 - Present
Northeastern University, D’Amore-McKim School of Business/CBA Co-op September 2013 - April 2014
Brooke Private Equity Associates January 2013 - June 2013
Northeastern University Housing & Residential Life August 2012 - December 2012
Fiduciary Investment Advisors, LLC January 2012 - June 2012
Northeastern University Scheduling & Event Planning September 2009 - December 2011
NEPC January 2011 - June 2011
Lyons Solutions, LLC October 2007 - November 2008
Skills
Microsoft Word, Team Leadership, Teamwork, PowerPoint, Team Building, Team-oriented, Project Delivery
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Finance and Management
Granby Memorial High School 2005 — 2009
Valerie Jasinski's Fiduciary Investment Advisors, LLC Experience 2007 - Present
Job Research Analyst at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC 2007 - Present
AllianceBernstein 2004 - 2006
Home Finance of America 2003 - 2004
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
Fiduciary Investment Advisors, LLC 2007 - Present
AllianceBernstein 2004 - 2006
Home Finance of America 2003 - 2004
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
Karen Paulson, CIMA, PRP Karen Paulson, CIMA, PRP's Fiduciary Investment Advisors, LLC Experience April 2006 - Present
Job Principal at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC April 2006 - Present
UBS Financial Services, Inc. January 1997 - April 2006
Skills
Investment Advisory, Retirement Planning, Investments, Pensions, High Net Worth..., Financial Services, Financial Advisory, Portfolio Management, Retirement, 401k, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Defined Contribution, Defined Benefit
Education
University of Hartford 1985 — 1988
BSBA, Economics & Finance - class valedictorian
Fiduciary Investment Advisors, LLC April 2006 - Present
UBS Financial Services, Inc. January 1997 - April 2006
Skills
Investment Advisory, Retirement Planning, Investments, Pensions, High Net Worth..., Financial Services, Financial Advisory, Portfolio Management, Retirement, 401k, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Defined Contribution, Defined Benefit
Education
University of Hartford 1985 — 1988
BSBA, Economics & Finance - class valedictorian
Maggie Percival Maggie Percival's Fiduciary Investment Advisors, LLC Experience May 2006 - Present
Job Accounting Associate at FIA
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC May 2006 - Present
IBM October 1988 - April 1994
IBM June 1983 - October 1988
Education
Saint Bonaventure University 1979 — 1983
Bachelor of Business Administration, Accounting
John F Kennedy High School 1975 — 1979
Pace University-Pleasantville/Briarcliff Campus
MBA Finance
Fiduciary Investment Advisors, LLC May 2006 - Present
IBM October 1988 - April 1994
IBM June 1983 - October 1988
Education
Saint Bonaventure University 1979 — 1983
Bachelor of Business Administration, Accounting
John F Kennedy High School 1975 — 1979
Pace University-Pleasantville/Briarcliff Campus
MBA Finance
Andrea McAndrew, CFA Andrea McAndrew, CFA's Fiduciary Investment Advisors, LLC Experience August 2015 - Present
Job Research Analyst at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC August 2015 - Present
Alpha Capital Research, LLC July 2005 - July 2015
Skills
Alternative Investments, Hedge Funds, Equities, Investment Strategies, Asset Management
Education
Lehigh University 1986 — 1990
BS, Industrial Engineering
Fiduciary Investment Advisors, LLC August 2015 - Present
Alpha Capital Research, LLC July 2005 - July 2015
Skills
Alternative Investments, Hedge Funds, Equities, Investment Strategies, Asset Management
Education
Lehigh University 1986 — 1990
BS, Industrial Engineering
Adam Eramo's Fiduciary Investment Advisors, LLC Experience January 2012 - May 2012
Job Financial Analyst at Wells Fargo Capital Finance
Industry Banking
Experience
Wells Fargo Capital Finance September 2014 - Present
Towers Watson October 2012 - August 2014
Fiduciary Investment Advisors, LLC January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, Economics, Financial Analysis, Financial Modeling, Analysis
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (BA), Economics
St Johns Preparatory 2004 — 2008
St Johns Preparatory
Wells Fargo Capital Finance September 2014 - Present
Towers Watson October 2012 - August 2014
Fiduciary Investment Advisors, LLC January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, Economics, Financial Analysis, Financial Modeling, Analysis
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (BA), Economics
St Johns Preparatory 2004 — 2008
St Johns Preparatory
Sara Saunders Sara Saunders's Fiduciary Investment Advisors, LLC Experience April 2008 - March 2011
Job Informatics Manager at Masonicare
Industry Hospital & Health Care
Experience
Masonicare February 2013 - Present
Constellation Health Services March 2011 - February 2013
Fiduciary Investment Advisors, LLC April 2008 - March 2011
Global Help Desk Services, Inc. April 2007 - April 2008
Skills
Informatics Education, Computer Software..., Applicant Tracking..., Onboarding, Employee Benefits, Healthcare, Resume Writing, Employee Relations, College Recruiting, HRIS, Staffing Services, PeopleSoft, Interviews, New Hire Orientations, Performance Management, Screening Resumes, Sourcing, Training, Talent Acquisition, Benefits Negotiation, Technical Recruiting, Temporary Placement, Human Resources, Internet Recruiting, Benefits Administration, HR Policies, Hiring, Workforce Planning, Talent Management, Recruiting, Succession Planning, Employee Engagement, Screening, Management, Customer Service, Healthcare Management, Public Speaking, Home Care
Education
Liberty University
M.B.A.
The University of Connecticut
Psychology
Westerly High School
Westerly High School
Masonicare February 2013 - Present
Constellation Health Services March 2011 - February 2013
Fiduciary Investment Advisors, LLC April 2008 - March 2011
Global Help Desk Services, Inc. April 2007 - April 2008
Skills
Informatics Education, Computer Software..., Applicant Tracking..., Onboarding, Employee Benefits, Healthcare, Resume Writing, Employee Relations, College Recruiting, HRIS, Staffing Services, PeopleSoft, Interviews, New Hire Orientations, Performance Management, Screening Resumes, Sourcing, Training, Talent Acquisition, Benefits Negotiation, Technical Recruiting, Temporary Placement, Human Resources, Internet Recruiting, Benefits Administration, HR Policies, Hiring, Workforce Planning, Talent Management, Recruiting, Succession Planning, Employee Engagement, Screening, Management, Customer Service, Healthcare Management, Public Speaking, Home Care
Education
Liberty University
M.B.A.
The University of Connecticut
Psychology
Westerly High School
Westerly High School
Daniel Percival Daniel Percival's Fiduciary Investment Advisors, LLC Experience May 2014 - August 2014
Job Marketing/Economics Student at Ithaca College
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Management, Ultimate Frisbee, Customer Service, Public Speaking, Social Media, Teamwork
Education
Ithaca College 2013 — 2016
Marketing
Wentworth Institute of Technology 2012 — 2013
Architecture
Fiduciary Investment Advisors, LLC May 2014 - August 2014
Skills
Microsoft Office, PowerPoint, Management, Ultimate Frisbee, Customer Service, Public Speaking, Social Media, Teamwork
Education
Ithaca College 2013 — 2016
Marketing
Wentworth Institute of Technology 2012 — 2013
Architecture
Erik Carleton, CFA, CAIA Erik Carleton, CFA, CAIA's Fiduciary Investment Advisors, LLC Experience September 2009 - July 2011
Job Director of Pension Investments at Textron
Industry Financial Services
Experience
Textron August 2014 - Present
NEPC July 2011 - August 2014
Fiduciary Investment Advisors, LLC September 2009 - July 2011
Boston Research and Management June 2008 - November 2009
Live Nation January 2004 - August 2008
Middlebury College January 2002 - June 2003
Skills
Financial Modeling, Equities, Factset, Financial Planning, Valuation, Bloomberg, Fundraising, Event Planning, Sensitivity Analysis, Excel, PowerPoint, Microsoft Office, Word, Asset Management, Financial Analysis, Investments, Market Research, Research, Strategic Financial..., Finance, Fixed Income, Equity Research, Microsoft Excel, Portfolio Management
Education
Bentley University 2009 — 2011
MBA, Financial Planning
Bentley University 2008 — 2009
MS, Finance
Middlebury College 1997 — 2001
BA, Economics
Textron August 2014 - Present
NEPC July 2011 - August 2014
Fiduciary Investment Advisors, LLC September 2009 - July 2011
Boston Research and Management June 2008 - November 2009
Live Nation January 2004 - August 2008
Middlebury College January 2002 - June 2003
Skills
Financial Modeling, Equities, Factset, Financial Planning, Valuation, Bloomberg, Fundraising, Event Planning, Sensitivity Analysis, Excel, PowerPoint, Microsoft Office, Word, Asset Management, Financial Analysis, Investments, Market Research, Research, Strategic Financial..., Finance, Fixed Income, Equity Research, Microsoft Excel, Portfolio Management
Education
Bentley University 2009 — 2011
MBA, Financial Planning
Bentley University 2008 — 2009
MS, Finance
Middlebury College 1997 — 2001
BA, Economics
Ryan Sitarz, CFA's Fiduciary Investment Advisors, LLC Experience April 2012 - August 2013
Job Portfolio Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust August 2015 - Present
U.S. Trust August 2013 - July 2015
Fiduciary Investment Advisors, LLC April 2012 - August 2013
SS&C Technologies July 2011 - March 2012
SS&C Technologies August 2009 - July 2011
SS&C Technologies July 2008 - August 2009
SS&C Technologies August 2007 - July 2008
Skills
Bloomberg, Trading, Portfolio Management, Investments, Hedge Funds, Financial Modeling, Finance, Equities, Economics, Asset Allocation, Derivatives, Retirement Planning, Fixed Income, Asset Management, Financial Services
Education
Endicott College 2003 — 2007
BS, Finance
Northwest Catholic High School
U.S. Trust August 2015 - Present
U.S. Trust August 2013 - July 2015
Fiduciary Investment Advisors, LLC April 2012 - August 2013
SS&C Technologies July 2011 - March 2012
SS&C Technologies August 2009 - July 2011
SS&C Technologies July 2008 - August 2009
SS&C Technologies August 2007 - July 2008
Skills
Bloomberg, Trading, Portfolio Management, Investments, Hedge Funds, Financial Modeling, Finance, Equities, Economics, Asset Allocation, Derivatives, Retirement Planning, Fixed Income, Asset Management, Financial Services
Education
Endicott College 2003 — 2007
BS, Finance
Northwest Catholic High School
Tony Stephans Tony Stephans's Fiduciary Investment Advisors, LLC Experience January 2014 - April 2014
Job Healthcare Underwriter at OneBeacon Insurance Group
Industry Financial Services
Experience
OneBeacon Insurance Group August 2014 - Present
OneBeacon Professional Insurance June 2014 - August 2014
Fiduciary Investment Advisors, LLC January 2014 - April 2014
Bradley, Foster & Sargent, Inc. September 2013 - December 2013
Trinity College, Economics Department September 2013 - December 2013
PSP Unlimited June 2008 - May 2013
Hired Hands Moving Company June 2010 - August 2012
Trinity College, Economics Department January 2012 - May 2012
Skills
Income Tax, Sports, Social Media, Facebook, PowerPoint, Microsoft Office, Economics, Goal Oriented, Team-oriented
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (B.S.), magna cum laude, Economics, 3.851
Trinity College, Rome Campus 2013 — 2013
General Studies
OneBeacon Insurance Group August 2014 - Present
OneBeacon Professional Insurance June 2014 - August 2014
Fiduciary Investment Advisors, LLC January 2014 - April 2014
Bradley, Foster & Sargent, Inc. September 2013 - December 2013
Trinity College, Economics Department September 2013 - December 2013
PSP Unlimited June 2008 - May 2013
Hired Hands Moving Company June 2010 - August 2012
Trinity College, Economics Department January 2012 - May 2012
Skills
Income Tax, Sports, Social Media, Facebook, PowerPoint, Microsoft Office, Economics, Goal Oriented, Team-oriented
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (B.S.), magna cum laude, Economics, 3.851
Trinity College, Rome Campus 2013 — 2013
General Studies
Scott Boulton Scott Boulton's Fiduciary Investment Advisors, LLC Experience August 2014 - Present
Job Research Analyst at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC August 2014 - Present
T. Rowe Price August 2013 - June 2014
T. Rowe Price October 2011 - August 2013
Skills
Asset Allocation, Customer Service, Microsoft Excel, Finance, PowerPoint, Sales, Microsoft Word, Mutual Funds, Accounting, IRAs, Defined Contribution, Defined Benefit
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science, Business Administration; Management
Fiduciary Investment Advisors, LLC August 2014 - Present
T. Rowe Price August 2013 - June 2014
T. Rowe Price October 2011 - August 2013
Skills
Asset Allocation, Customer Service, Microsoft Excel, Finance, PowerPoint, Sales, Microsoft Word, Mutual Funds, Accounting, IRAs, Defined Contribution, Defined Benefit
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science, Business Administration; Management
Christopher Kachmar Christopher Kachmar's Fiduciary Investment Advisors, LLC Experience April 2006 - Present
Job Chief Investment Officer at Fiduciary Investment Advisors, LLC
Industry Financial Services
Experience
Fiduciary Investment Advisors, LLC April 2006 - Present
Education
University of Rochester 1990 — 1991
Master of Business Administration (M.B.A.)
Boston University 1983 — 1987
Bachelor's Degree
Fiduciary Investment Advisors, LLC April 2006 - Present
Education
University of Rochester 1990 — 1991
Master of Business Administration (M.B.A.)
Boston University 1983 — 1987
Bachelor's Degree
Ian Lapin Ian Lapin's Fiduciary Investment Advisors, LLC Experience September 2012 - May 2013
Job Fund Accountant
Industry Financial Services
Experience
Brown Brothers Harriman March 2014 - Present
William Pitt Sotheby's International Realty June 2013 - Present
All Web Studios December 2012 - Present
Fiduciary Investment Advisors, LLC September 2012 - May 2013
The Website Warehouse June 2011 - October 2012
Jack Eyes May 2012 - August 2012
Elite Property LLC October 2011 - May 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Investments, Research, Public Speaking, Sales, Marketing Strategy, Economics
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Anthropology
Avon Old Farms 2005 — 2009
high school
Brown Brothers Harriman March 2014 - Present
William Pitt Sotheby's International Realty June 2013 - Present
All Web Studios December 2012 - Present
Fiduciary Investment Advisors, LLC September 2012 - May 2013
The Website Warehouse June 2011 - October 2012
Jack Eyes May 2012 - August 2012
Elite Property LLC October 2011 - May 2012
Skills
Microsoft Office, Facebook, Microsoft Excel, Social Media, PowerPoint, Social Media Marketing, Investments, Research, Public Speaking, Sales, Marketing Strategy, Economics
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), Anthropology
Avon Old Farms 2005 — 2009
high school
Robert Lowry, CFA Robert Lowry, CFA's Fiduciary Investment Advisors, LLC Experience September 2011 - Present
Job Research Analyst at Fiduciary Investment Advisors
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC September 2011 - Present
USI Consulting Group September 2009 - September 2011
Skills
Investments, Equities, Mutual Funds, Economics, Financial Modeling
Education
Bucknell University 2005 — 2009
BA, Economics
Fiduciary Investment Advisors, LLC September 2011 - Present
USI Consulting Group September 2009 - September 2011
Skills
Investments, Equities, Mutual Funds, Economics, Financial Modeling
Education
Bucknell University 2005 — 2009
BA, Economics
Robert Stiefler's Fiduciary Investment Advisors, LLC Experience September 2014 - December 2014
Job Trading Integrations Analyst at EZE Software Group
Industry
Experience
Eze Software Group July 2015 - Present
Fiduciary Investment Advisors, LLC September 2014 - December 2014
PURE Group of Insurance Companies May 2014 - August 2014
SG Biofuels May 2013 - June 2013
LPL Financial June 2012 - August 2012
Dye Precision July 2011 - August 2011
Education
Trinity College-Hartford 2011 — 2015
London School of Economics and Political Science 2013 — 2013
Trade, Development and the Environment
Universitat Pompeu Fabra 2013 — 2013
The Bishop's School 2008 — 2011
Eze Software Group July 2015 - Present
Fiduciary Investment Advisors, LLC September 2014 - December 2014
PURE Group of Insurance Companies May 2014 - August 2014
SG Biofuels May 2013 - June 2013
LPL Financial June 2012 - August 2012
Dye Precision July 2011 - August 2011
Education
Trinity College-Hartford 2011 — 2015
London School of Economics and Political Science 2013 — 2013
Trade, Development and the Environment
Universitat Pompeu Fabra 2013 — 2013
The Bishop's School 2008 — 2011
Christopher Rowlins's Fiduciary Investment Advisors, LLC Experience January 2010 - Present
Job Partner & Senior Consultant at Fiduciary Investment Advisors
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC January 2010 - Present
USI Advisors a Goldman Sachs Capital Partners Co September 2002 - January 2010
Skills
Investments, Mutual Funds, Equities, Asset Management, Pensions, Asset Allocation, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Financial Services, Hedge Funds, Private Equity, Pension Risk Management, Liability Investing, Defined Contribution, Non Qualified Plans, Economics, Capital Markets, Equity Capital Markets, Fixed Income Strategies, Public Sector, Other Post Employee..., Stable Value, Emerging Markets
Education
Boston University
Fiduciary Investment Advisors, LLC January 2010 - Present
USI Advisors a Goldman Sachs Capital Partners Co September 2002 - January 2010
Skills
Investments, Mutual Funds, Equities, Asset Management, Pensions, Asset Allocation, Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Financial Services, Hedge Funds, Private Equity, Pension Risk Management, Liability Investing, Defined Contribution, Non Qualified Plans, Economics, Capital Markets, Equity Capital Markets, Fixed Income Strategies, Public Sector, Other Post Employee..., Stable Value, Emerging Markets
Education
Boston University
Kara Skarda Kara Skarda's Fiduciary Investment Advisors, LLC Experience October 2010 - May 2011
Job Proposal Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fiduciary Investment Advisors, LLC October 2010 - May 2011
Artistic Tile June 2010 - July 2010
Education
University of Hartford 2007 — 2011
Bachelor of Science (B.S.), Marketing
Fidelity Investments October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fiduciary Investment Advisors, LLC October 2010 - May 2011
Artistic Tile June 2010 - July 2010
Education
University of Hartford 2007 — 2011
Bachelor of Science (B.S.), Marketing
Cody Goodwin Cody Goodwin's Fiduciary Investment Advisors, LLC Experience July 2015 - Present
Job Associate Research Analyst at Fiduciary Investment Advisors, LLC
Industry
Experience
Fiduciary Investment Advisors, LLC July 2015 - Present
Travelers May 2012 - January 2015
Education
The University of Connecticut 2011 — 2015
Fiduciary Investment Advisors, LLC July 2015 - Present
Travelers May 2012 - January 2015
Education
The University of Connecticut 2011 — 2015
Seth Bird Seth Bird's Fiduciary Investment Advisors, LLC Experience September 2015 - Present
Job Intern at Fiduciary Investment Advisors, LLC
Industry
Experience
Fiduciary Investment Advisors, LLC September 2015 - Present
Unleesh June 2015 - Present
ThinkImpact May 2015 - July 2015
Unleesh August 2014 - December 2014
Heritage Pool and Raquet Club May 2010 - August 2014
Skills
Account Management, Client Relations, Market Research, Interviewing Skills, Social Networking, Team Leadership, Public Speaking, Sports Coaching, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Video Production
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science, Anthropology
School for International Training
Fiduciary Investment Advisors, LLC September 2015 - Present
Unleesh June 2015 - Present
ThinkImpact May 2015 - July 2015
Unleesh August 2014 - December 2014
Heritage Pool and Raquet Club May 2010 - August 2014
Skills
Account Management, Client Relations, Market Research, Interviewing Skills, Social Networking, Team Leadership, Public Speaking, Sports Coaching, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Video Production
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science, Anthropology
School for International Training
Katherine Marino's Fiduciary Investment Advisors, LLC Experience April 2015 - Present
Job Director, Client Services at Fiduciary Investment Advisors, LLC
Industry Insurance
Experience
Fiduciary Investment Advisors, LLC April 2015 - Present
Fiduciary Investment Advisors, LLC March 2009 - Present
UnitedHealth Group June 2006 - March 2009
Education
Simmons College 2002 — 2006
Fiduciary Investment Advisors, LLC April 2015 - Present
Fiduciary Investment Advisors, LLC March 2009 - Present
UnitedHealth Group June 2006 - March 2009
Education
Simmons College 2002 — 2006
Anthony Tranghese's Fiduciary Investment Advisors, LLC Experience 2006 - Present
Job Principal at Fiduciary Investment Advisors, LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Marist College 1992 — 1996
BS, Business
Fiduciary Investment Advisors, LLC 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Marist College 1992 — 1996
BS, Business
Rob Corlito's Fiduciary Investment Advisors, LLC Experience October 2012 - February 2014
Job Vice President, Retirement Plan Services at Sapers & Wallack, Inc.
Industry Financial Services
Experience
Sapers & Wallack, Inc. February 2014 - Present
Fiduciary Investment Advisors, LLC October 2012 - February 2014
Cammack LaRhette Consulting 1996 - 2012
Skills
Retirement Planning, Asset Allocation, Investments, Defined Benefit, 401k, Retirement Plan..., Financial Services, Defined Contribution, Due Diligence, Investment Advisory..., Mutual Funds, Consulting, Retirement, Nonprofits, Series 63, Pensions, Series 7, Series 65, Relationship Management, Building Relationships, 403 b, 457 Plans, Sales Presentations
Education
Northeastern University
BSBA, Marketing
Sapers & Wallack, Inc. February 2014 - Present
Fiduciary Investment Advisors, LLC October 2012 - February 2014
Cammack LaRhette Consulting 1996 - 2012
Skills
Retirement Planning, Asset Allocation, Investments, Defined Benefit, 401k, Retirement Plan..., Financial Services, Defined Contribution, Due Diligence, Investment Advisory..., Mutual Funds, Consulting, Retirement, Nonprofits, Series 63, Pensions, Series 7, Series 65, Relationship Management, Building Relationships, 403 b, 457 Plans, Sales Presentations
Education
Northeastern University
BSBA, Marketing
Michael Goss's Fiduciary Investment Advisors, LLC Experience April 2006 - Present
Job Executive Vice President at Fiduciary Investment Advisors LLC
Industry Investment Management
Experience
Fiduciary Investment Advisors, LLC April 2006 - Present
UBS Financial Services October 1994 - April 2006
UBS Wealth Management 1994 - 2006
Skills
Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Investments, 401k, Asset Management, Retirement, Endowments, Fiduciary, Retirement Planning, Equities, Portfolio Management, Bloomberg, Pensions, Series 7, Series 63, Alternative Investments, Financial Modeling, Financial Analysis
Education
Babson College
MBA
Boston College 1988 — 1992
BA
Portsmouth Abbey School 1984 — 1988
Fiduciary Investment Advisors, LLC April 2006 - Present
UBS Financial Services October 1994 - April 2006
UBS Wealth Management 1994 - 2006
Skills
Asset Allocation, Defined Contribution, Mutual Funds, Defined Benefit, Investments, 401k, Asset Management, Retirement, Endowments, Fiduciary, Retirement Planning, Equities, Portfolio Management, Bloomberg, Pensions, Series 7, Series 63, Alternative Investments, Financial Modeling, Financial Analysis
Education
Babson College
MBA
Boston College 1988 — 1992
BA
Portsmouth Abbey School 1984 — 1988
Christopher Doran's Fiduciary Investment Advisors, LLC Experience January 2009 - May 2009
Job Institutional Equity Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2011 - Present
State Street Global Advisors August 2010 - August 2011
Fiduciary Investment Advisors LLC January 2009 - May 2009
Skills
Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Political Science
Piper Jaffray 2011 - Present
State Street Global Advisors August 2010 - August 2011
Fiduciary Investment Advisors LLC January 2009 - May 2009
Skills
Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY