FiduciaryVest, LLC
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FiduciaryVest, LLC Employees
Employee
Years
Job
Industry
Kelly Van Nort Kelly Van Nort's FiduciaryVest, LLC Experience October 2014 - Present
Job Office Manager Executive Assistant at FiduciaryVest, LLC
Industry Financial Services
Experience
FiduciaryVest, LLC October 2014 - Present
Northside Methodist Preschool 2005 - 2014
Smyrna Sharks Swim Team 2011 - 2013
Premiere Technologies (VoiceCom division) 1998 - 1999
Kimberly-Clark 1995 - 1998
Kimberly-Clark 1995 - 1998
Skills
Microsoft Office 2010..., Hy-Tek database..., Apple Systems, Fundraising, Strategic Planning, Event Planning, Team Building, Social Media Marketing, PowerPoint, Management, Public Speaking, Sales, Editing, Teaching, Training, Microsoft Office, Social Media, Budgets, Leadership Development
Education
Wake Forest University 1988 — 1992
Bachelor's degree, Art History, Criticism and Conservation
The University of Georgia 1993 — 1994
MA- art History
FiduciaryVest, LLC October 2014 - Present
Northside Methodist Preschool 2005 - 2014
Smyrna Sharks Swim Team 2011 - 2013
Premiere Technologies (VoiceCom division) 1998 - 1999
Kimberly-Clark 1995 - 1998
Kimberly-Clark 1995 - 1998
Skills
Microsoft Office 2010..., Hy-Tek database..., Apple Systems, Fundraising, Strategic Planning, Event Planning, Team Building, Social Media Marketing, PowerPoint, Management, Public Speaking, Sales, Editing, Teaching, Training, Microsoft Office, Social Media, Budgets, Leadership Development
Education
Wake Forest University 1988 — 1992
Bachelor's degree, Art History, Criticism and Conservation
The University of Georgia 1993 — 1994
MA- art History
Lyn Conley Lyn Conley's FiduciaryVest, LLC Experience July 2014 - Present
Job Compliance Manager at FiduciaryVest, LLC
Industry Financial Services
Experience
FiduciaryVest, LLC July 2014 - Present
FiduciaryVest, LLC June 2006 - June 2014
Deloitte May 2002 - June 2006
Arthur Andersen LLP September 1999 - May 2002
Arthur Andersen LLP August 1998 - September 1999
Sterling Investment Management, Inc. February 1996 - August 1998
Education
Kennesaw State University
Bachelor of Business Administration (BBA), Finance, Summa Cum Laude
FiduciaryVest, LLC July 2014 - Present
FiduciaryVest, LLC June 2006 - June 2014
Deloitte May 2002 - June 2006
Arthur Andersen LLP September 1999 - May 2002
Arthur Andersen LLP August 1998 - September 1999
Sterling Investment Management, Inc. February 1996 - August 1998
Education
Kennesaw State University
Bachelor of Business Administration (BBA), Finance, Summa Cum Laude
Jill Hirsch, CFA Jill Hirsch, CFA's FiduciaryVest, LLC Experience March 2015 - Present
Job Investment Analyst at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC March 2015 - Present
T. Rowe Price 2010 - March 2015
T. Rowe Price November 2006 - January 2010
T. Rowe Price July 2005 - November 2006
T. Rowe Price March 2003 - July 2005
Naval Surface Warfare Center September 2002 - March 2003
Skills
Chartered Financial..., Portfolio Management, Fixed Income, Emerging Markets, Performance Measurement, Risk Analysis, Bloomberg, Valuation Modeling, Microsoft Excel, Business Intelligence, Accounting, Financial Analysis, Process Improvement, Investments, Finance, Asset Management, Mutual Funds
Education
Loyola University Maryland 2007 — 2009
Master of Science (M.S.), Finance, 3.9
Indiana University - Kelley School of Business 1998 — 2002
Bachelor's degree, Business, 3.6
FiduciaryVest, LLC March 2015 - Present
T. Rowe Price 2010 - March 2015
T. Rowe Price November 2006 - January 2010
T. Rowe Price July 2005 - November 2006
T. Rowe Price March 2003 - July 2005
Naval Surface Warfare Center September 2002 - March 2003
Skills
Chartered Financial..., Portfolio Management, Fixed Income, Emerging Markets, Performance Measurement, Risk Analysis, Bloomberg, Valuation Modeling, Microsoft Excel, Business Intelligence, Accounting, Financial Analysis, Process Improvement, Investments, Finance, Asset Management, Mutual Funds
Education
Loyola University Maryland 2007 — 2009
Master of Science (M.S.), Finance, 3.9
Indiana University - Kelley School of Business 1998 — 2002
Bachelor's degree, Business, 3.6
Joe DiNunno, CAIA, MBA Joe DiNunno, CAIA, MBA's FiduciaryVest, LLC Experience January 2008 - Present
Job Asset Allocation | Target Date Portfolio Management | Manager Due Diligence | Alternative Investments | Risk Simulation
Industry Investment Management
Experience
FiduciaryVest, LLC January 2008 - Present
Insightful Ideas, Inc. February 2002 - Present
Education
Georgia Institute of Technology 1974 — 1980
BIE
Santa Clara University 1988 — 1990
MBA
Chartered Alternative Investment Analyst (CAIA) 2012 — 2013
CAIA
FiduciaryVest, LLC January 2008 - Present
Insightful Ideas, Inc. February 2002 - Present
Education
Georgia Institute of Technology 1974 — 1980
BIE
Santa Clara University 1988 — 1990
MBA
Chartered Alternative Investment Analyst (CAIA) 2012 — 2013
CAIA
Mark E. Cline, CFP®, RPA Mark E. Cline, CFP®, RPA's FiduciaryVest, LLC Experience April 2008 - October 2014
Job Benefits and Compensation Services Group
Industry Utilities
Experience
Tucson Electric Power October 2014 - Present
FiduciaryVest, LLC April 2008 - October 2014
Davis Advisors January 2005 - June 2006
Vanguard November 1998 - January 2005
Skills
Mutual Funds, Finance, Series 65, Stocks, Bonds, ERISA, Defined Contribution..., Defined Benefit Plans, Non-Qualified Plans, Defined Contribution, Non-Qualified Deferred..., Defined Benefit, Qualified Retirement..., Series 63, 401k, Retirement Planning, Asset Allocation, Pension Funds, Retirement, Asset Management, Employee Benefits, Financial Services
Education
University of Arizona, Eller College of Management
BSBA, Finance
Tucson Electric Power October 2014 - Present
FiduciaryVest, LLC April 2008 - October 2014
Davis Advisors January 2005 - June 2006
Vanguard November 1998 - January 2005
Skills
Mutual Funds, Finance, Series 65, Stocks, Bonds, ERISA, Defined Contribution..., Defined Benefit Plans, Non-Qualified Plans, Defined Contribution, Non-Qualified Deferred..., Defined Benefit, Qualified Retirement..., Series 63, 401k, Retirement Planning, Asset Allocation, Pension Funds, Retirement, Asset Management, Employee Benefits, Financial Services
Education
University of Arizona, Eller College of Management
BSBA, Finance
William Doxey William Doxey's FiduciaryVest, LLC Experience March 2015 - Present
Job Graduate from University of Georgia
Industry Financial Services
Experience
FiduciaryVest, LLC March 2015 - Present
East Georgia Home Healthcare August 2009 - May 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Customer Service, Time Management, Social Networking, Event Planning, Social Media, Research, Communication
Education
The University of Georgia 2012 — 2014
Bachelor's Degree, Banking and Finance, Graduate
Valdosta State University 2010 — 2012
Bachelor's Degree, Undecided
Georgia Southern University 2009 — 2010
Bachelor's Degree, Undecided
FiduciaryVest, LLC March 2015 - Present
East Georgia Home Healthcare August 2009 - May 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Customer Service, Time Management, Social Networking, Event Planning, Social Media, Research, Communication
Education
The University of Georgia 2012 — 2014
Bachelor's Degree, Banking and Finance, Graduate
Valdosta State University 2010 — 2012
Bachelor's Degree, Undecided
Georgia Southern University 2009 — 2010
Bachelor's Degree, Undecided
Evan Melcher, AIF®, ARPC®, CIMA®'s FiduciaryVest, LLC Experience January 2015 - Present
Job Senior Consultant at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC January 2015 - Present
Greenspring Wealth Management May 2012 - January 2015
SunTrust Bank January 2001 - May 2012
Northern Trust May 2000 - September 2000
New York Life / NYLIFE Securities March 1998 - January 1999
Skills
Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Finance
Furman University 1994 — 1999
BBA, Business Administration
FiduciaryVest, LLC January 2015 - Present
Greenspring Wealth Management May 2012 - January 2015
SunTrust Bank January 2001 - May 2012
Northern Trust May 2000 - September 2000
New York Life / NYLIFE Securities March 1998 - January 1999
Skills
Retirement Plan..., Asset Allocation, Investments, 401k, Employee Benefits, Retirement, Investment Advisory, ERISA, CIMA, Foundations, Banking, Wealth Management, Endowments, Fee Analysis, Negotiating Fees, Fee, AIF
Education
Rollins College - Crummer Graduate School of Business 1999 — 2001
MBA, Finance
Furman University 1994 — 1999
BBA, Business Administration
Harold Small's FiduciaryVest, LLC Experience January 2005 - Present
Job Director at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC January 2005 - Present
Clark Consulting 2002 - 2004
Charter Medical 1981 - 1985
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Investment Strategies, Equities, Investments, Hedge Funds, Strategic Financial..., Investment Management, Equity Research, Defined Benefit
Education
University of North Carolina at Greensboro 1980 — 1982
MBA, Finance
University of Colorado Boulder 1966 — 1970
FiduciaryVest, LLC January 2005 - Present
Clark Consulting 2002 - 2004
Charter Medical 1981 - 1985
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Fixed Income, Investment Strategies, Equities, Investments, Hedge Funds, Strategic Financial..., Investment Management, Equity Research, Defined Benefit
Education
University of North Carolina at Greensboro 1980 — 1982
MBA, Finance
University of Colorado Boulder 1966 — 1970
Gregg Buckalew, CFA's FiduciaryVest, LLC Experience January 2005 - Present
Job Chief Investment Officer at FiduciaryVest LLC
Industry Investment Management
Experience
FiduciaryVest, LLC January 2005 - Present
Clark Consulting June 2002 - December 2004
Arthur Andersen August 1995 - May 2002
Skills
Institutional..., Investments, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Financial Modeling, Wealth Management
Education
Tulane University
FiduciaryVest, LLC January 2005 - Present
Clark Consulting June 2002 - December 2004
Arthur Andersen August 1995 - May 2002
Skills
Institutional..., Investments, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Financial Modeling, Wealth Management
Education
Tulane University
Mark Kallis, CFA's FiduciaryVest, LLC Experience August 2015 - Present
Job Senior Consultant at FiduciaryVest, LLC
Industry Investment Management
Experience
FiduciaryVest, LLC August 2015 - Present
Seix Investment Advisors LLC January 2008 - August 2014
SunTrust Robinson Humphrey 1997 - 2008
SunTrust Capital Markets 1996 - 1997
Skills
Fixed Income, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Trading, Bloomberg, Series 63, Bonds, Wealth Management, Institutional..., Investment Advisory, Derivatives, Securities
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Kenyon College 1990 — 1994
B.A., Econonomics / German
Andover 1986 — 1990
FiduciaryVest, LLC August 2015 - Present
Seix Investment Advisors LLC January 2008 - August 2014
SunTrust Robinson Humphrey 1997 - 2008
SunTrust Capital Markets 1996 - 1997
Skills
Fixed Income, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Trading, Bloomberg, Series 63, Bonds, Wealth Management, Institutional..., Investment Advisory, Derivatives, Securities
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA)
Kenyon College 1990 — 1994
B.A., Econonomics / German
Andover 1986 — 1990
Lynn McGee, MBA's FiduciaryVest, LLC Experience April 2011 - Present
Job Financial Analyst FiduciaryVest
Industry Investment Management
Experience
FiduciaryVest, LLC April 2011 - Present
Young Life International June 2000 - May 2005
Side by Side Farms January 2001 - January 2005
McKesson Technologies January 1996 - January 1998
Equifax January 1993 - January 1996
American Express January 1989 - January 1991
Federated Department Stores January 1987 - January 1989
Education
Georgia State University
Masters of Business Administration, Marketing
Florida State University
Bachelors, Finance
FiduciaryVest, LLC April 2011 - Present
Young Life International June 2000 - May 2005
Side by Side Farms January 2001 - January 2005
McKesson Technologies January 1996 - January 1998
Equifax January 1993 - January 1996
American Express January 1989 - January 1991
Federated Department Stores January 1987 - January 1989
Education
Georgia State University
Masters of Business Administration, Marketing
Florida State University
Bachelors, Finance