FIA Announces Recent Employee Promotions

Windsor, CT – January 22, 2019 — Fiduciary Investment Advisors, LLC (“FIA”) is pleased to announce the following promotions within the firm.

Leslie Whitney has been named a Partner and Senior Consultant of the firm. She most recently served as a Senior Consultant after joining FIA in 2014. Leslie has over 25 years of industry experience working on retirement plans of corporate and not-for-profit organizations. She is based in FIA’s Kennebunk, Maine, office.

Robert Lowry, CFA has been named a Consultant and Senior Research Analyst at the firm. He most recently served as a Senior Research Analyst after joining FIA in 2011. Rob is a member of FIA’s Discretionary Investment Services Committee. His focus as an analyst in the Manager Research Group is on fixed income and global tactical asset allocation strategies.

Anne Haynes has been named a Senior Research Analyst at the firm. She most recently served as a Research Analyst after joining FIA in 2016. Anne is a member of the Defined Contribution Team and is based in FIA’s Boston office.

Kelly Spencer has been named a Senior Research Analyst at the firm. She most recently served as a Research Analyst after joining FIA in 2011. Kelly is a member of the Defined Contribution Team.

William Horobin has been named a Technology Analyst at the firm. He most recently served as a Technology Associate after joining FIA in 2016. Bill is a member of the Performance and Technology Team.

Daniel Duffy has been named a Research Analyst at the firm. He most recently served as an Associate Research Analyst after joining FIA in 2017. Dan is a member of the Defined Contribution Team.

Daniel Lojko has been named a Research Analyst at the firm. He most recently served as an Associate Research Analyst after joining FIA in 2017. Dan is a member of the Defined Contribution Team.

Kyle Sherman has been named a Research Analyst at the firm. He most recently served as an Associate Research Analyst after joining FIA in 2017. Kyle is a member of the Client-Focused Research Team.

We are pleased to announce these well-deserved promotions, which recognize the hard work and substantial contributions these individuals have made in helping serve our clients. FIA continues to grow in all of our major businesses: advising retirement plans, endowments and foundations, and families.  Our assets under advisement now exceed $80 billion, and we remain dedicated to providing the highest level of service and advice to all our clients through qualified associates like Leslie, Rob, Anne, Kelly, Bill, Dan, Dan, and Kyle,” noted Mark Wetzel, President of FIA.