Jason thrives on creating investment programs for institutional investors, particularly non-profits and pensions. He advises investment committees on the management of their programs. Jason established our Philadelphia office in order to serve a growing client base.

Prior to joining FiduciaryVest, Jason worked on the buy side with the large cap equity team at Chartwell Investment Partners. Now at FiduciaryVest, he applies this experience and passion towards uncovering disciplined managers throughout the marketplace.

Jason continually demonstrates thought leadership relating to innovative investment ideas, specifically in the area of asset allocation. He is a regular guest speaker and panelist before investment conferences nationally.

Jason graduated from Vanderbilt University with a degree in mechanical engineering. He earned his MBA from the University of North Carolina Kenan-Flagler Business School, where he was also awarded the North Carolina Treasury Management Fellowship. Currently, Jason is a CFA^® Charterholder and is a member of the CFA Society of Philadelphia.

In his spare time, Jason flies airplanes, skis with his children, and dresses up for dinner dates with his wife. He is a Philadelphia sports fan and a passionate Tarheel.

Harold Small has over two decades of institutional investment consulting experience to employee defined benefit plans, defined contribution plans and institutional investment pools for hospitals and endowments. Earlier in his career he served in various leadership and consulting roles in commercial banking, corporate finance, hospital administration and venture capital re-structuring.

Harold’s true passion is serving hospitals.   Harold held C-suite positions as hospital controller, hospital administrator, and CEO for multiple hospitals in the Southeast and Midwest.  In addition, he was the COO for a healthcare division of AVON Products. Later, he co-led one of the nation’s largest home health care companies.

Prior to Co-founding FiduciaryVest, LLC, Harold was a Vice President in Clark Consulting’s Human Capital Practice, where he served as one of the three senior consultants to Clark’s institutional plan sponsor clients. He entered the institutional investment consulting field in 1996 as a Vice President and Senior Consultant with Kennedy Capital Advisors and then joined Clark Consulting in 2003.

Harold received his undergraduate degree in Economics from the University of Colorado and his MBA from the University of North Carolina.  Currently, Harold serves on the Bethany Christian Investment Committee.

Harold is the proud father of three sons, has five grandchildren, and is happily married to his lovely bride, Trish.  In his free time, Harold enjoys catching the wind on his sailboat and travelling.

Mark is a results-driven senior consultant with over 24 years of institutional investment experience. Together with the team at FiduciaryVest, Mark works to help fiduciaries develop, monitor and manage world-class investment programs. The clients Mark serves include leading hospital and healthcare organizations, pension and retirement plans, as well as endowments and foundations. Our clients benefit from his extensive experience and independent and objective advice on asset allocation, investment policy development, manager selection, and performance monitoring and analysis.

Prior to joining FiduciaryVest, he worked with StableRiver Capital Management, an Atlanta-based institutional fixed income management firm and with SunTrust Robinson Humphrey, a Southeast-based investment banking organization.

Mark received a Bachelor of Arts degree in Economics and German from Kenyon College in 1994 and an MBA from Emory University’s Goizueta Business School in 2016, earning the distinction of Most Outstanding Academic Accomplishment. Mark is a CFA^® Charterholder and a member of the Atlanta Society of Finance and Investment Professionals.

When Mark is not working with clients, he likes to sail, ski, practice yoga and work toward a private pilot license. He also enjoys cooking with his wife Karen and entertaining friends.

A veteran industry professional, Garalyn focuses on developing and managing our talented team of analysts and leveraging the institutional level technology that combine to deliver an exceptional experience for our Institutional clients. In addition to personally managing several strategic client relationships, she works directly with our consultants to provide seamless transitions for onboarding new clients and deliver continued support throughout the client relationship.

Garalyn has been with FiduciaryVest since we launched in 2005. Prior, she served in similar capacities with Clark Consulting and Arthur Andersen.  Garalyn graduated from The University of Georgia with a BA in Journalism. She earned the Certificate in Investment Performance^TM designation in early 2017.

When not working, she can be found volunteering at her church or relaxing with a Stephen King novel.

Lori-Ann provides exemplary service and comprehensive account support to our Institutional clients.  She works directly with our consultants to help manage client relationships. Serving as an extension of her clients’ organizations, delivering personalized guidance to help navigate the complexities of their portfolios.  Some of her responsibilities include onboarding, quarterly performance reporting, portfolio rebalancing, investment implementation and acting as the liaison with our custodians and portfolio managers.

Her background in financial services spans over a decade with such firms as Goldman Sachs, The Ayco Company (a Goldman Sachs firm) and Stephens Inc.

Lori-Ann earned her B.S. in Communications and Political Science from Andrew’s University.  She then went to Saint John’s University where she received her M.A. in Government & Politics with a concentration in International Law & Diplomacy and Public Administration.

Lori-Ann enjoys reading mystery novels, exercising, hiking and going on nature walks with her daughter.

Gregg’s career includes 36 years in finance and investment consulting to corporate sponsors of employee benefit programs, insurance pools and debt-servicing programs. In addition to his background in corporate investment, he also specializes in creation of investment asset programs for foundations, hospitals and endowments.

During his extensive career, Gregg served as a senior vice president with Clark Consulting, leading its U.S. investment consulting practice and a similar national leadership position with Arthur Andersen during its final seven years. He also spent nine years as one of four national directors of Watson Wyatt Worldwide Investment Consulting (now Willis Towers Watson). Prior to that, Gregg also spent 12 years as partner-in-charge of Coopers & Lybrand’s (now PricewaterhouseCoopers) Actuarial, Benefits & Compensation Group, southern region.

Gregg holds a B.S. degree from Tulane University’s Arts & Sciences college, is a certified public accountant (CPA), and a CFA^® Charterholder. One of his favorite professional duties is writing. For 30 years, he has served his various firms as senior writer and editor of quarterly investment research and market commentaries, and he has contributed articles to published investment magazines.

An enthusiast of the performing and visual arts, almost every week you can find Gregg applauding symphony and opera performances in Atlanta and, occasionally, New York. He has cultivated a passion for photography, major league baseball and foreign travel.

Ed is a senior consultant with more than 38 years of institutional and private client experience. Ed works with clients with his experience in advising on investment policy, asset allocation, manager selection and performance monitoring.

Prior to joining FiduciaryVest, Ed was a founding partner of a nationally-based consulting firm. Ed received a bachelors degree in business administration from Arizona State University.

Outside the office, Ed enjoys time with his family and dogs.

Joe has over two decades of experience in the investment field with a specialty in alternative investments. His areas of focus include developing capital market assumptions, building asset allocation models using @Risk, and designing custom target date portfolios. Annually, he speaks with hundreds of investment managers, while directing the due diligence process of investment manager evaluation for both traditional and alternative asset classes.

Previously, Joe focused on financial modeling and process automation at Clark Consulting, Arthur Andersen, Watson Wyatt (Towers Watson), and BME Investment Partners.

Joe graduated from Georgia Institute of Technology with a B.S. in Mechanical Engineering. He then went on to earn an MBA from Santa Clara University. In 2013, Joe obtained the Chartered Alternative Investment Analyst (CAIA) distinction.

Joe is an avid Yellow Jackets fan and beach volleyball player.