For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Deals & People February 3, 2014
FIA Adds Maine Office
Fiduciary Investment
Advisors (FIA) opened a new office in Kennebunk, Maine.
Reported by PLANADVISER staff
Leslie Whitney, an accredited investment fiduciary (AIF), will lead the new office for FIA. Before joining the firm, Whitney worked as president of Whitney Retirement Group, where she delivered customized advisory services to retirement plan clients.
Whitney has over two decades of experience providing investment advisory services to retirement plans in both the corporate and tax-exempt markets, the firm says. She has worked in the retirement plan departments for Unum and Oppenheimer Mutual Funds, and was a partner at Atlantic Benefits.
In those roles, Whitney provided various consulting services to clients on plan design, investment fund selection and monitoring, and pension plan terminations. She also has experience conducting comprehensive market reviews and benchmarking projects.
Fiduciary Investment Advisors is an employee-owned investment consulting firm that works with fiduciary clients, including retirement plan sponsors, non-profit endowments and foundations, and municipalities.
More on FIA and its new office is available here.