Carol services institutional clients by providing counsel and guidance on their overall fiduciary governance process and all areas of fund oversight, including investment menu design, asset allocation, manager selection, investment policy statements and performance monitoring. She also has extensive experience in retirement plan design, plan fee disclosure and benchmarking, vendor searches and selection, and participant education and communication strategies. She joined Fiduciary Investment Advisors LLC in 2018, which combined with Fiducient Advisors in 2020.
Prior to joining the firm, Carol was a Retirement Plan Consultant at Sapers & Wallack in Boston and previously worked in Consultant Relations at Wells Fargo Asset Management (WFAM). She received her MA and BA from Boston University and is an Accredited Investment Fiduciary®. In her free time, Carol enjoys running, hiking, cooking and spending time with her family and two dogs.
