Fiducient Advisors
Evan P. is a Consulting Analyst at Fiducient Advisors since July 2022, specializing in the analysis of investment portfolios for defined benefit plans, endowments, foundations, and nonprofit clients. Prior to this role, Evan P. managed operations at Greenwich Aquaria from May 2013 to July 2022. Earlier career experiences include positions as a Tax Assistant at Five Mile Group, a KYC Analyst at Bank of New York Mellon, a Client Vetting Analyst at UBS Investment Bank, and a Consultant at Silver Point Capital. Evan P. holds a Bachelor of Business Administration degree in Business and Philosophy from Millsaps College, completed in 2006.
This person is not in the org chart
This person is not in any offices
Fiducient Advisors
Fiducient Advisors opened its doors on May 1, 1995 striving to provide unparalleled and customized investment consulting services. Our clients include retirement plan sponsors, nonprofit organizations, private clients and financial institutions. We abide by a fiduciary obligation to put our clients' interests first. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients' Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital We strive to improve returns, reduce risk or both. Equipped with proprietary modeling tools, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.