Fiduciary Wealth Partners is committed to exploring and researching all strategies for the benefit of our clients. To assist us in bringing innovative ideas and thought leadership to our wealth partners and clients, FWP has created a Research Roundtable of academics and wealth management professionals.
The Fiduciary Roundtable is focused on independent academic research, combined with practical application. Our team reviews ideas in a roundtable format, where debate around all sides of issues are encouraged.
Based on the combination of academic rigor and our years of experience in evaluation and practical implementation of ideas, products and strategies, we strive to increase education, knowledge and positive outcomes.
Our Research Roundtable Partners
Elisabetta Basilico, PhD, CFA
Basilico is a seasoned investment professional with expertise in turning academic insights into investment strategies. Her life’s work is combining her scientific grounding in quantitative investment management with a pragmatic approach to business challenges, Elisabetta’s expertise spans the range from asset allocation to active quantitative investment strategies and she has helped several institutional investors and family offices evaluate and optimize stable returns from their global wealth portfolios. Elisabatta has been a Chartered Financial Analyst since 2007 and has a PhD from the University of St. Gallen in Switzerland. She has taught at various international universities, co-authored numerous papers that have been published in peer-reviewed journals and is currently working on a book about research-backed investment ideas that is under contract with Palgrave/MacMillan.
Tommi Johnsen, PhD
Johnsen is the past Director of the Reiman School of Finance and a tenured member of the faculty at the Daniels College of Business at the University of Denver. She has worked extensively as an investment consultant in the areas of quantitative methods and portfolio construction. Tommi has taught at the graduate and undergraduate levels and published research in several areas including: capital markets, portfolio management and performance analysis, financial applications of econometrics and the analysis of equity securities. Her publications have appeared in numerous peer-reviewed journals.