O’Brien has more than a decade of experience providing investment advisory services to retirement plans. He works with corporate, nonprofit, and municipal clients. Prior to FIA, he was a member of the investment staff overseeing the portfolio of Baystate Health, Inc. His background also includes positions at Old Mutual Capital and Phoenix Investment Partners (now Virtus Investment Partners).
Polk has nearly a decade of experience in the industry. His focus is on defined contribution retirement plans, both corporate and tax-exempt. Prior to FIA, he was a Consultant at Lindberg & Ripple Inc. whose primary duties included supervising the Group Retirement division and assisting clients with their qualified planning goals. His previous roles also include Retirement Plan Wholesaler and Plan Manager at Hartford Life.
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 $18 Billion.