401khelpcenter.com Logo

Fiduciary Investment Advisors Announce Employee Promotions

    

WINDSOR, CT, January 23, 2017 -- Fiduciary Investment Advisors, LLC ("FIA") is pleased to announce the following promotions within the firm.

Tyler Polk, AIF® has been named a Partner and Senior Consultant of the firm. He most recently served as a Senior Consultant after joining FIA in 2011. Tyler is a member of FIA's defined contribution team and internal 403(b) Committee and Participant Education/Communication Committee. He has significant experience advising institutional clients and assisting them with fiduciary liability, plan benchmarking, vendor analysis, participant educational planning, fee analysis, and plan design strategy.

Michael Chase has been named a Partner and Senior Consultant of the firm. He most recently served as a Senior Consultant after joining FIA in 2009. His range of expertise includes asset allocation/investment portfolio construction, capital markets analysis, investment manager evaluation, and governance oversight. Mike chairs the firm's Endowment & Foundation Committee and is a member of the firm's Discretionary Investment Services Committee, which is responsible for the oversight and management of the firm's discretionary investment portfolios.

Christian Coleman has been named a Partner and Director, Business Development and Marketing of the firm. He most recently served as Director, Business Development and Marketing, after joining FIA in 2008. Chris leads FIA's sales and marketing team, which includes oversight of the firm's business development, sales, and marketing efforts.

Matthew Kaminski, CFA has been named a Partner and Director, Manager Research of the firm. He most recently served as Director, Manager Research, after joining FIA in 2009. Matt leads the firm's manager research group and due diligence effort. Matt has covered several asset classes during his time at the firm and continues to maintain coverage in fixed income and private equity. Matt is a member of the firm's Discretionary Investment Services Committee, which is responsible for the oversight and management of the firm's discretionary investment portfolios. In addition, Matt is a member of the 401k/403(b) Strategic Oversight Committee and conducts research on target date and stable value strategies.

"We are pleased to announce these well-deserved promotions, which recognize the hard work and substantial contributions these individuals have made in helping serve our clients. FIA continues to grow in all of our major businesses; advising retirement plans, endowments and foundations, and families, now exceeding $50 billion, and we remain dedicated to providing the highest level of service and advice to all our clients through qualified associates like Mike, Chris, Matt and Tyler," noted Mark Wetzel, President of FIA.

About FIA

Fiduciary Investment Advisors is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, non-profit organizations, and wealthy families. Assets under advisement total more than $52 Billion. Our mission is to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations.

###

Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.

This is a press release provided by the company mentioned or its representatives. Although 401khelpcenter.com may edit the release for editorial consistency, spelling, grammar, punctuation, or other editorial issues, it is not the author of the press release. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com.


Press Center | Glossary | Privacy Policy | Terms of Use | Contact Us

Creative Commons License
This work is licensed under a Creative Commons Attribution-NoDerivatives 4.0 International License.