Harold Small

Partner

 [email protected]

Harold has provided institutional investment consulting for the past ten years with FiduciaryVest, specializing in employee defined benefit plans, defined contribution plans, and institutional investment pools for hospitals and endowments. His long career covers leadership and consulting roles in commercial banking, corporate finance, hospital administration, and venture capital re-structuring.

Prior to the establishment of FiduciaryVest, Harold served as 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.

In the hospital space, Harold held C-suite positions as hospital controller, hospital administrator, and CEO for multiple hospitals in the Southeast and Midwest and as the COO for a healthcare division of AVON Products. Later, he co-led one of the nation’s largest home health care companies. Currently, Harold also serves on the Board of Directors at Bethany Christian.

Harold holds an M.B.A. and has been active in YoungLife, a non-denominational Christian-based outreach program. He’s the proud father of three sons, has five grandchildren, and is happily married to his lovely wife of 44 years. When relaxing, he enjoys to catch the wind on his sailboat.

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