As a Partner and Senior Consultant, Pete services institutional clients by providing advice and counsel on all areas of fiduciary responsibility and fund oversight including policy, asset allocation, manager research, portfolio construction, portfolio rebalancing, performance monitoring and overall investment policy. His focus is on defined contribution retirement plans for both corporate and nonprofit organizations. Pete joined Fiduciary Investment Advisors, LLC in 2014, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Pete spent 10 years on the recordkeeper side of the business, with roles at The Hartford, ING (VOYA) and MassMutual. He earned his MBA and MS fro