Mark Wetzel


Mark is President of Fiduciary Investment Advisors, LLC (FIA). He is a member of the firm’s investment committee and works with corporate and non-profit retirement plans, endowments and foundations and a select group of family accounts. Prior to founding FIA, Mark was a Senior Vice President and PRIME Consultant at UBS Financial Services Inc. and was the national Chair of the Advisory Committee. In addition to serving on or chairing multiple non-profit boards and investment committees, he has also served on the corporate pension committees as a fiduciary for both UBS Financial Services, Inc. and Novartis Corporation. Mark has been in the industry since 1990 and has received many industry recognitions for his contributions. He regularly speaks at industry conferences and has been published numerous times.


  • Tuck School at Dartmouth, MBA – Tuck Scholar with Distinction
  • University of Vermont, BS

Outside Activities

  • Greater Worcester Community Foundation, Corporator
  • University of Vermont Grossman School of Business, Board of Advisors
  • Mclean, Trustee, Past Chairman, Member of Investment Committee
  • Northfield Mount Hermon School, Trustee, Past Chair of Investment Committee and Finance Committee
  • Hartford Hospital, Corporator
  • Hartford Hospital, Past Member of Investment Committee (9 years)
  • Hartford Healthcare Indemnity Services, Ltd., Past Member of Investment Committee (7 years)
  • Ellsworth Foundation, Trustee, Member Investment Committee
  • Horace Bushnell Memorial Hall, Board of Overseers
  • Granby Land Trust, Board Member

Speaking Engagements and Publications

  • Webinar – Investment Assets Aligned With Business & Legal Strategies in a Time of Fiscal Crisis (May 2020)
  • Speaking Engagement – NAPA 401(k) Summit (April 2020)
  • Speaking Engagement – Conference Chair, P&I Conferences: The Evolution of OCIO (October 2019)
  • Speaking Engagement – Institutional Investor’s Retirement Plan Advisor Summit (July 2017)
  • Speaking Engagement – Retirement Plans: Steering the Fiduciary Ship (March 2017)
  • University of Vermont – Global Family Enterprise Case Competition Judge (2015 & 2016)
  • Speaking Engagement – Conference Chair, P&I Hospital & Healthcare Investing Summit (October 2014)
  • Speaking Engagement – Commonfund Forum (March 2014)
  • Publication Interview – PIMCO’s DC Dialogue, Perfect DC Plan? (July 2013)
  • Publication Interview – PLANSPONSOR Magazine, Hitting the Target (June 2013)
  • Speaking Engagement – EACUBO Exploring Revolutionary Ideas 2011 Annual Workshop (March 2011)

Personal Interests

Family time, biking, ice hockey, and fishing

Contact Information

Email Mark
Phone: 860.697.7410

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