Fiduciary Consulting Group

Audrey is an executive director at Fiduciary Consulting Group. With more than 20 years of experience in the investment services industry, Audrey offers clients valuable perspective on retirement plan administration and design, investment portfolio construction, and the ongoing monitoring and due diligence required of today’s retirement plans and institutional portfolios. She is focused on helping clients develop innovative solutions that promote successful participant and portfolio outcomes. Audrey earned a BA degree in Journalism and Communication with an emphasis in Business Administration from the University of Oregon. She is a FINRA Series 65 license-holder (and formerly held S7 and S63 licenses, along with an insurance license with the State of Oregon). Prior to joining Fiduciary Consulting Group, Audrey served as a senior relationship manager for Morley Capital Management. During her 13 years at Morley, she worked directly with public and corporate plan committees overseeing retirement programs. Audrey is a member of the National Association of Government Defined Contribution Administrators (NAGDCA) and Women in Pensions Network (WiPN).

Charles joined Fiduciary Consulting Group in 2023 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. He holds a BA in Economics from the University of Texas at Austin. He is a Certified Investment Management Analyst (CIMA) and a member of the CFA Society of Dallas-Fort Worth and the Investment and Wealth Institute. Charles has over 35 years of investment experience, including previously serving as an Investment Consultant Practice Leader for Milliman Advisors, LLC where he was employed for over 20 years. Prior to joining Milliman, Charles worked as an institutional investment consultant.

Dana has over 21 years of financial industry experience and joined Fiduciary Consulting Group in 2015. She is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. Dana holds a BS in Business Administration (Finance and Accounting) from the University of Colorado where she graduated with high distinction. Dana has earned the right to use the Chartered Financial Analyst (CFA) designation. Prior to joining Fiduciary Consulting Group, Dana worked in a senior finance role for Janus Capital Group Inc., a global investment management firm. She also previously worked in the investment banking division of Wachovia Securities (now Wells Fargo Securities). Outside of her business activities, Dana serves as a Trustee for the Boettcher Foundation, a private foundation focused on the promise of Colorado and the potential of Coloradoans.

Erica joined Fiduciary Consulting Group in 2022 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. She holds a BS in Finance from the University of Arizona. Erica has earned the right to use the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. Prior to joining Fiduciary Consulting Group, Erica was a Managing Director with PNC Capital Market, where . she was responsible for building out the bank’s presence in the Rocky Mountain region and advising the bank’s corporate client base on currency risk management. Before joining PNC in 2019, Erica spent 13 years with Wells Fargo in capital market roles, including commercial mortgage-backed securities, asset/liability management, private equity investing, and foreign exchange. Erica also previously earned the right to use the Certificate in International Cash Management (CertICM) designation. She is a frequent speaker and moderator for local events including the General Assembly, Rocky Mountain Association for Finance Professionals, CPA Society of Colorado, and local universities, amongst others. Erica is a member of the Women’s Foundation of Colorado Power of Extended Philanthropy.

Gregory is an executive director at Fiduciary Consulting Group. He has nearly 30 years of experience working in the design, implementation, and operation of the 401(a), 457, 401(k), and health care savings plans of public employers. His work is focused on helping plan sponsors implement innovative plan design solutions that promote successful participant outcomes. He has also led multiple public employers through comprehensive RFP/provider search processes and investment manager searches. Prior to joining Fiduciary Consulting Group, Greg was an investment consultant and vice president with Aon Investment Consulting (AIC) in Seattle, where he consulted to retirement plans and led the AIC Stable Value Investment Research Team. His career has also included serving in management positions with several defined contribution plan recordkeepers and investment managers.

Jayson is a managing director at Fiduciary Consulting Group. He is responsible for providing a wide range of consulting services including investment recommendations, fee analysis, manager searches, and other services to the firm’s corporate, governmental, and non-profit defined contribution retirement plan clients. He also advises defined benefit pension plan boards, VEBA trusts, and other healthcare savings plan Boards. Jayson graduated with honors from the University of California at Berkeley with a BS in Economics. He formerly held FINRA Series 6, 63 and 65 licenses. Jayson has earned the right to use the Chartered Financial Analyst (CFA) designation and is currently a member of the Chartered Financial Analyst (CFA) Institute and the National Association of Government Defined Contribution Administrators (NAGDCA). He frequently lectures at industry conferences on topics such as fiduciary responsibility, target-date fund trends, ideal plan design, and retirement plan fees and expenses. Prior to joining Fiduciary Consulting Group, Jayson served as a senior investment consultant at Arnerich Massena, Inc. Before that, Jayson served as Vice-President for the Western United States division of ICMA Retirement Corporation. Jayson began his career in 1996 as a defined contribution and benefit consultant for Howard Johnson & Company.

Jeff joined Fiduciary Consulting Group in 2023 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. He holds a BA in Economics from Stanford University and an MBA from The Wharton School, University of Pennsylvania. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Dallas-Fort Worth. Jeff has over 30 years of investment experience, including previously serving as an Investment Consultant for the Milliman Southern Employee Benefits Practice where he was employed for 15 years. Prior to joining Milliman, Jeff worked in the New Jersey office of a national benefits administration consulting firm where he was primarily responsible for evaluating the investment performance of several Fortune 500 client portfolios, primarily corporate DC and DB plans.

Jessica joined Fiduciary Consulting Group in 2023 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. She holds a BBA in Economics & International Business from Baylor University and an MBA (with High Honors) from the University of Chicago Booth School of Business. Jessica has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Houston. Prior to joining Fiduciary Consulting Group, Jessica worked in the Treasury department at Occidental Petroleum Corporation. There she was responsible for managing all corporate retirement plan investments totaling up to $6 billion in addition to various corporate finance responsibilities. Before joining Occidental in 2018, Jessica was a Portfolio Manager with Envestnet where she managed up to $7 billion in client portfolios with a specialization in portfolios utilizing tax management overlays. Earlier in her career, Jessica held various positions at AllianceBernstein from a Client Relationship Representative serving 529 Plan clients to a Pricing Analyst for securities held firmwide. Jessica is a member of Beta Gamma Sigma International Business Honor Society and a listee in Marquis Who’s Who in America.

Joel has been with Fiduciary Consulting Group since 2016 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. He holds a BA in Business from the University of Colorado. Throughout Joel's tenure at the firm, he has worked as an analyst and senior member of our performance reporting team, working with clients to create custom fiduciary investment and administrative reporting, plan fee analysis, and benchmarking. Joel has also supported client vendor Request for Proposals and evaluation of third-party retirement plan service providers (including recordkeepers, auditors, and actuaries).

Josh has been with Fiduciary Consulting Group since 2012 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. He holds a BS with a Finance Concentration and a BA in Economics from Colorado State University (CSU). He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Colorado. Prior to joining Fiduciary Consulting Group in 2012, Josh worked at IPS Strategic Capital, a money management firm based in Denver, Colorado. There he collaborated with the CIO and other investment professionals in developing derivative overlay strategies as alternative investments for clients seeking financial risk management. He also assisted in executing client investment objectives and strategies following client portfolio reviews.

Karen has been with Fiduciary Consulting Group since 2002 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. Karen holds a BS in Business Administration (Finance) from the University of Colorado at Boulder where she graduated with distinction. She has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Colorado. Prior to starting Fiduciary Consulting Group, Karen was an institutional portfolio manager and analyst with Ocean Fund Advisors, LLC (Santa Monica, CA) where she specialized in general market research, portfolio analytics, and risk management. Preceding this, she was an Associate Vice President for Roxbury Capital Management, LLC (Santa Monica, CA). At Roxbury, Karen worked in the Private Client Group on portfolio analysis and performance measurement. Karen’s experience also includes two years as a Senior Analyst with Monticello Associates, an institutional investment consultancy. She currently serves on the Board and the Investment Committee of The Denver Foundation.

Madison has been with Fiduciary Consulting Group since 2018 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. Madison holds a BA in Economics from Vanderbilt University where she graduated with honors. She has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Colorado. Throughout Madison's tenure at the firm, she has worked as a member of our performance reporting team working with our clients to create ongoing reporting and evaluating fee structures for all types of plans, among other responsibilities. She also worked in the firm's internal research department, directly meeting with portfolio managers and analysts at various investment management firms and then producing detailed fund analyses for our clients. Madison has developed many of the firm's materials and educational resources around ESG investing. She also helped to launch our internal non-profit giveback initiative, Than(k) You Plans.

Ned Taylor is an executive director at Fiduciary Consulting Group. With over 20 years of experience in the investment services industry, he offers clients a broad perspective on retirement plan design, plan administration and recordkeeping, participant education, compliance testing and government reporting, and investment advisory support. Ned earned his BA in history and religious studies from Willamette University in Salem, Oregon. He is a FINRA Series 65 holder (and former FINRA S6 and S63 license-holder). Ned began his career in the defined contribution industry as a participant services representative, and he continues to combine this skill set with his expertise on general investing, new industry products and services, and observations of the effectiveness of these new features in the development of participant education for employer-sponsored retirement plans. Prior to joining Fiduciary Consulting Group, Ned worked at The Standard for more than a decade in a variety of roles. Before The Standard, he worked at Columbia Funds for over five years as an institutional investment consultant with clients ranging from full-service retirement plans to large, single discipline separate account relationships. Ned has served on the Board of the Portland Chapter of Western Pension & Benefits from 2012-2019 and speaks regularly at industry events.

Patrick has been with Fiduciary Consulting Group since 2009 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. Patrick holds a BS in Business Administration (Finance) from the University of Colorado at Boulder where he graduated with distinction. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and the CFA Society Colorado where he serves as a member of the CFA CO Advocacy Council. Prior to joining Fiduciary Consulting Group, Patrick was with Tomorrow Ventures (and its subsidiary) in Denver, Colorado and Palo Alto, California. Tomorrow Ventures is a venture capital firm targeting investments in revolutionary technology, media, entertainment, and consumer-related businesses where Patrick served on the advisory boards of various startup and mid-stage organizations. Prior to Tomorrow Ventures, he worked in the strategic advisory department of Gleacher Partners in New York, analyzing mergers, acquisitions, and leveraged buyouts, and financing alternatives for various multi-national clients

Rasch is an executive director at Fiduciary Consulting Group. With over 20 years of experience in the public sector retirement services industry, he offers clients a rich perspective on investment portfolio construction, retirement plan design, vendor management, plan governance, fee negotiation, RFP management, and fiduciary training. Rasch received a BA in public relations/marketing from Marist College in Poughkeepsie, New York. He currently holds a FINRA Series 65 license (and formerly held Series 6 and 63 licenses) along with an insurance license with the State of Nevada. Prior to joining Fiduciary Consulting Group, Rasch served as national vice president, defined contribution markets for an industry-leading recordkeeper. Rasch has spoken at conferences and worked with industry organizations such as CPAAC, CCMF, OMFOA, CPPC, IPMA, CSMFO, CalPELRA, NFOP, ICMA and GFOA. Topics include DC industry trends and retirement plan best practices, among others. He is Fiduciary Consulting Group’s primary representative for the SPARK Institute—a member-driven, non-profit organization that is the leading voice influencing federal retirement plan policy. Rasch is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA), where he currently serves as Chair on NAGDCA’s Awards Committee.

Ray has been with Fiduciary Consulting Group since 2012 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. He also previously served as our Director of Research. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society Colorado. Ray holds a BS from the University of Kentucky, where he participated in the Honors Program while also playing football. Prior to joining Fiduciary Consulting Group, Ray was with Aramark Corporation where he worked in a senior finance role. He is also a former portfolio manager, having run a small cap equity strategy at Congruent Capital Group. Outside of his business activities, Ray serves on the board of directors of Heart Power, Inc., a non-profit dedicated to mentoring at-risk youth.

Sean is a head of business development at Fiduciary Consulting Group. He co-founded Cook Street Consulting in 1999, one of three firms that were combined to create Fiduciary Consulting Group. Sean is a member of our Investment Committee, which provides portfolio and menu recommendations to all clients. Sean holds a BA from the University of Colorado at Boulder. He has earned the right to use the Chartered Financial Analyst^® (CFA^®) designation and is a member of the CFA Institute and the CFA Society Colorado. Prior to starting Cook Street, Sean was an institutional portfolio manager for Scudder Kemper Investments in San Francisco specializing in managing fixed income assets for prominent insurance companies. He began his career at Crédit Lyonnais in New York as a proprietary bond trader. Outside of his business activities, Sean serves on the Board of Invest In Kids, a Colorado non-profit organization, and is a past President of the Alumni Board of Graland Country Day School as well as a past member of the advisory board for The Ricks Center for Gifted Children.

Ted is an executive director at Fiduciary Consulting Group. With nearly 20 years of experience in the investment services industry, he works with plan sponsor committees to improve participant outcomes through plan design, fiduciary training and governance, investment monitoring, vendor management, and fee analysis and review. Ted earned a BS in Business & Finance from the University of Oregon, Lundquist College of Business, and received a MS in Finance from University of Portland, Pamplin School of Business. Ted completed his education at the University of Chicago Booth School of Business. He is a FINRA Series 65 license-holder and is a member of the Investment and Wealth Institute. Prior to joining Fiduciary Consulting Group, Ted worked at Human Investing, a Northwest-based Registered Investment Advisor firm for 12 years. The majority of his tenure was spent developing and leading all aspects of the firm’s retirement plan practice. Ted began his career at Franklin-Templeton Investments in California, working closely with the firm’s global portfolio management and trading team. Ted is also a member of the National Association of Government Defined Contribution Administrators (NAGDCA). He volunteers his time to serve as a committee member for several nonprofit organizations.

Tim joined Fiduciary Consulting Group in 2023 and is a member of our Investment Committee, which provides portfolio and manager recommendations to all clients. He holds a BA in Finance and Economics from Sonoma State University and an MA in Economics from Trinity College. Tim has over 35 years of investment experience, including previously serving as a Senior Investment Consultant for the Milliman Southern Employee Benefits Practice where he was employed for 15 years. Prior to working for Milliman, Tim worked for Aetna and ING and has experience in investment management and product development for several investment strategies, as well as an investment consultant for ING’s multi-asset strategy group. He is member of the Dallas Society of Financial Analysts and the Healthcare Financial Management Association.

Vincent is an executive director at Fiduciary Consulting Group. With more than 25 years of experience in the investment services industry, he works with plan sponsor committees on plan governance, fiduciary training, investment menu monitoring, vendor management, and fee analysis and review. Vincent earned a BA in Political Science from the University of California at Berkeley. He is a FINRA Series 65 license-holder (and formerly held S7 and S63 as well). Prior to joining Fiduciary Consulting Group, Vincent worked at Arnerich Massena, Inc. as a senior investment consultant where he served on their internal retirement plan committee. Before that, Vincent ran the State of Oregon’s Investor Information Program with the Division of Finance and Corporate Securities. He has also worked as a financial advisor for an asset management firm and as an equity capital markets analyst at a technology investment bank. Vincent is a member of the National Association of Government Defined Contribution Administrators (NAGDCA) where he has served on various committees (e.g., Annual Conference, Awards, Legislative Committees) and taskforces (e.g., DC Best Practices, Education).