Windsor, CT – July 12, 2018 -- Fiduciary Investment Advisors, LLC (“FIA”) is pleased to announce that Devon Francis, CIMA® has been promoted to Partner at the firm.
Devon has been with FIA since the firm’s inception in 2006 and most recently served as a Senior Consultant. Devon is a current member of the Investments & Wealth Institute (formerly IMCA) and holds the designation of Certified Investment Management Analyst, sponsored by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.
“We are pleased to announce this well-deserved promotion, which recognizes the hard work and substantial contributions Devon has made to our firm and our clients since we started FIA 12 years ago. Devon is a member of FIA’s Endowment and Foundation and Defined Benefit committees and has helped grow those practices significantly. In addition to being a tremendous resource to our clients, Devon is also active in the Hartford nonprofit community, co-chairing FIA’s Community Service Committee, serving on the Grants Committee for the Aurora Foundation, and serving as the Treasurer on the Board of Hartford Stage. FIA continues to grow in all of our major businesses; advising retirement plans, endowments and foundations, and families, now exceeding $76 billion, and we remain dedicated to providing the highest level of service and advice to all of our clients through qualified advisors like Devon,” noted Mark Wetzel, President of FIA.
Fiduciary Investment Advisors is an independent, employee-owned investment consulting firm that works with fiduciary clients including retirement plan sponsors, non-profit organizations, and wealthy families. Assets under advisement total more than $76 billion. Our mission is to provide customized consulting services to assist our clients in achieving their investment objectives, while fulfilling their fiduciary obligations.
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