Greg services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and performance monitoring. He is also a member of the Recordkeeper Oversight Committee. Greg joined Fiduciary Investment Advisors, LLC in 2017, which combined with Fiducient Advisors in 2020. Before joining the firm, Greg worked in both institutional and individual wealth management helping create positive retirement outcomes for plan sponsors and plan participants. He received his BA from the University of Connecticut and is a ChFC® (Chartered Financial Consultant). He volunteers as a Chair of the Board for MARCH, Inc. of Manchester
Gregory F. Adams
Senior Consultant
Fiducient Advisors
United States, Connecticut, Windsor
About Me
Profile Information
Senior Consultant
Fiducient Advisors
Investment Team
Investor
Consultant
Windsor
Connecticut
United States
Jul 27, 2024
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