Let’s make introductions:
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.
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.
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.
Chief Investment Officer
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.
Chief Investment Officer- Emeritus
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.