20 years of wealth management and investment consulting experience with a focus on holistic portfolio design including strategic asset allocation and investment due diligence. Substantial theoretical and practical capabilities as it relates to implementation of traditional and alternative investment strategies. Extensive experience across a wide array of market verticals including family office/high-net-worth, nonprofit organizations, foundations, endowments, and corporations. Currently leading Fiducient Advisors Financial Institutions Outsourcing Practice where we provide investment research and consulting services to 3rd party advisory firms and platforms. Supremely focused on deliverin