Carol is a Consultant and Research Analyst at Fiduciary Investment Advisors, LLC (FIA). She is a member of the defined contribution team and works directly with ERISA and non-ERISA defined contribution plan sponsors and their participants. Carol coordinates the fiduciary governance process for clients and has extensive experience in retirement plan design, plan fee disclosure and benchmarking, vendor searches and selection, and investment analysis. She also leads the onsite education effort with clients, providing both group education presentations and individual one-on-one participant consultations. Her clients include for-profit corporations of all sizes, colleges and universities, and healthcare organizations. Prior to joining FIA, Carol was a Retirement Plan Consultant at Sapers & Wallack in Boston and previously worked in Consultant Relations at Wells Fargo Asset Management (WFAM) where she began her investment industry career.
- Boston University, BA & MA
Speaking Engagements & Publications
- Speaking Engagement – NEEBC: Retirement Basics (November 2019)
- Speaking Engagement – NEEBC: Understanding and Managing Retirement Plan Fees (March 2019)
Running, hiking, cooking, spending time with family and two dogs