Harold Small

Harold Small

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.