Maura Goulart, CFA

Director, Client Services

Maura is a Director of Client Services at Fiduciary Investment Advisors, LLC (FIA). She oversees the client-focused analyst team focused primarily on defined benefit plans, endowments and foundations. In her role as a senior analyst at the firm, she works closely with a variety of government defined benefit, corporate, and non-profit clients. Maura has been servicing institutional clients for over 20 years, and has a wide range of expertise in client service, marketing support, investment performance, and portfolio analysis.

Prior to joining FIA, she was a Marketing Associate with Voyageur Asset Management Inc. She began her investment career in 1994 with Freedom Capital Management, where she was responsible for client service, managing the RFP process, and overseeing performance analysis and reporting for the firm. Maura has earned the right to use the Chartered Financial Analyst® designation.

Education

  • University of Massachusetts, BA

Outside Activities

  • Member of the CFA Institute and the Boston Security Analysts Society

Personal Interests

Travel and spending time with family