Our Team

Each team member sets us apart from the sameness of investment consulting firms. Banded together, we’re an unstoppable force of talent and tenacity.  We’ve been referred to as smart, independent, disciplined, knowledgeable, extraordinarily likable, and driven to do the right things well.

Let’s make introductions:

Philly Jones, CFA, CPA

Managing Partner

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As a co-founder of FiduciaryVest LLC, and partner, Philly counsels qualified and non-qualified plan sponsors in investment advisory and fiduciary support services, often serving clients in a co-fiduciary capacity.  His insight developed over two decades of experience in qualified and non-qualified plans sets the tone for the service to sponsors and trustees, which is independent, balanced, and personal.

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Jason Small

Partner

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Jason joined FiduciaryVest in 2011 as a Senior Consultant, and a team member in the service of employee defined benefit plans and defined contribution plans. His decade of experience in investment consulting positions him as a lead on institutional investment pools for hospitals and endowments, often in the role of co-fiduciary. Jason opened our Philadelphia office to serve a growing client base.

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Harold Small

Partner

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Harold specializes 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, and institutional investment consulting for the past ten years with FiduciaryVest.

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Zack Sadler, CFA

Partner

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As a Partner with FiduciaryVest, Zack’s energies are 100 percent devoted to serving the changing needs of retirement plan sponsors and advising on all aspects of qualified plan performance.

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Evan Melcher, AIF, ARPC, CIMA

Partner

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Evan is a Partner and has served as an institutional investment professional for over 16 years.  He specializes in helping fiduciaries build and maintain world class investment programs.

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Andy Marino, CFA

Chief Investment Officer

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Andy has focused his 25+ year veteran career on designing and implementing comprehensive investment programs for both professional investors and private clients.  He is practiced delivering investment strategies focused on clients’ financial objectives and has managed discretionary client portfolios and private investment funds.  Andy’s focus at FiduciaryVest is on capital markets, asset allocation, investment research, and client communications.

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J. Gregg Buckalew, CFA, CPA

Chief Investment Officer- Emeritus

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Gregg has built an admirable career of 36 years in finance and investment consulting to plan sponsors of employee benefit programs. In addition to his background in corporate investment, he also specializes in analysis of investment funds for foundations, hospitals and endowments with asset pools from $10 million to $3 billion.

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Senior Consultants, Investment Analysts and Client Support

Mark Kallis, CFA

Senior Consultant

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Lyn Conley

Compliance Manager

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Garalyn Davis

Client Service Manager

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Joe DiNunno, CAIA

Manager of Research

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Lynn McGee

Marketing Manager

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Jill Mourigal, CFA

Investment Research Manager

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Lori-Ann Gomez

Senior Investment Analyst

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Michael Borton

Investment Analyst

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William Doxey

Investment Analyst

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Michelle Miller

Investment Analyst

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Kelly Van Nort

Office Manager

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How does your fiduciary partner express its commitment to your assets and employees?

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