Advocating, Educating, Implementing: Meet the team.

Fiduciary Advisor Advocates brings together a highly experienced team of financial professionals and firms who share a deep commitment to the principles and practices of fiduciary standards. Our expertise and backgrounds cut across the spectrum of the financial industry, so we are able to consistently draw on each other’s counsel in how to best serve advisors and their clients.

Our ultimate goal is to advance the fiduciary role in the financial and investment-planning professions, and help ensure it becomes a core value and a key aspect of every practice.

Advocates include:

  • An experienced executive team:
    Patrick Mulvey, FAA Principal

    Pat brings almost 30 years of investment experience in the asset management, institutional consulting and advisor marketplaces. He has served in senior executive positions for some of the world’s largest and most successful financial services companies, including Wilshire Associates and RogersCasey.

    During his tenure, Pat has developed particular expertise in areas including asset allocation, investment structure, alternative investments and product development. Pat is a frequent contributor and speaker at industry conferences including Opal and Investment Management Institute.

    Stephen Winks, Advisor

    Stephen has been a thought leader within the investment management community for several decades, providing leadership and innovation to some of the most challenging issues facing the industry. Investment Advisor magazine recently recognized him as one of the top 25 most influential people within the investment industry.

    A tireless advocate, during his leadership he spearheaded the call for broader adoption of fiduciary standards and the enhancement of advisors' professional standing. Stephen is widely considered a pioneer in large-scale product management, financial planning, investment management consulting and fiduciary standing.

    His list of accomplishments includes: publishing Senior Consultant, a leading advisory services publication; heading up the Investment Management Consulting initiative at Prudential, and overseeing product management at Wheat First Securities (Wachovia).

    Mr. Winks is a graduate of the University of Richmond with a BS in economics and finance, and the Wharton School Securities Industry Institute.

    Howard Bicker

    Howard served as the Executive Director of the Minnesota State Board of Investment, that directs the investment of approximately $68 billion of retirement assets, trust funds and state cash accounts. Prior to his appointment in December, 1982, he served as their Acting Executive Director, Assistant Executive Director and Senior Portfolio Manager.

    Howard holds a Bachelor's degree from Winona State University and an MBA in finance from College of St. Thomas, Saint Paul, Minnesota.

  • Callan Associates, a leading independent institutional consultant with over $1T under advisement. They provide institutional-quality asset allocation, manager research and monitoring, along with education for FAA Members.
  • Managed Portfolio Advisors, one of the world’s largest investment managers, providing overlay services to ensure implementation is consistent with clients’ strategic investment policies, adheres to fiduciary standards, is efficient and cost effective.
  • Ulrich Consulting Group, a founding Advocate, offering members a complete package of operational and administrative support.
  • New England Retirement Consultants is an Independent Registered Investment Advisor and specialized retirement consulting firm. Their senior consultants have over 100 years of combined industry experience to provide your organization with the right solution to fit your needs. Learn more about them at www.ne-rc.com.
  • Concert Wealth Management provides investment counsel and advisory services to individual and institutional investors. They can be found at www.concertwm.com.
  • Finaport Americas offers unbiased and flexible advice to meet the specific needs of their clients, along with tailor-made solutions and the ability to access a wide variety of products and services on a global basis. To find out more, contact Scott.Hartzell@FinaportAmericas.com.

The $1.4 trillion middle market segment is robust, under-appreciated, and under-serviced. It is more than ready for the institutional-quality attention of Fiduciary Advisor Advocates.