President & Chief Executive Officer
Mr. O’Connor is President and Chief Executive Officer (CEO) of Fiduciary Counselors Inc. He has over 13 years of experience, 10 with Fiduciary Counselors, addressing complex accounting, financial and legal issues. Mr. O’Connor is a member of the company’s Investment Committee, where he takes the lead on a number of company stock monitoring assignments, and the Litigation Committee, which is responsible for reviewing settlements under Prohibited Transaction Exemption 2003-39. He is also active in the firm’s annuity selection assignments. He has extensive knowledge and expertise in ERISA fiduciary matters. Click here for more.
Mr. Ardinger joined Fiduciary Counselors Inc. as a Financial Analyst in 2015. He has nine years of experience in Washington, DC evaluating the impact of government policy on business activity. Mr. Ardinger worked for two years as a capital markets reporter with CQ Roll Call, covering daily activity and broader trends in debt and equity capital markets. He wrote the CQ Roll Call Washington Capital Markets Briefing in which he investigated new developments and legal risks facing firms preparing to raise public and private capital. Click here for more.
J. Stephen Caflisch
Senior Vice President and General Counsel
Mr. Caflisch is Senior Vice President and General Counsel of Fiduciary Counselors Inc. He has more than twenty-five years of experience in employee benefits. Mr. Caflisch advises Fiduciary Counselors on all aspects of its work. He is a member of the company’s Litigation Committee and Plan Administration Committee, and has taken a leading role in engagements involving stable value funds, review of settlements for compliance with Department of Labor Prohibited Transaction Exemption 2003-39, filing claims on behalf of plans in securities settlements, and allocating the proceeds of securities claims. Click here for more.
Senior Vice President
Ms. Griswold has over twenty-five years experience in institutional investments. She has served the institutional community both as a corporate pension officer and an independent consultant. In the role of independent consultant, she was actively involved in due diligence and fiduciary review of mutual fund mergers; design, implementation and monitoring of timber portfolios; fixed income and equity manager searches, private equity investments and analysis of charitable gift annuity programs on behalf of non-profit organizations. Click here for more.
Ms. O’Bryant has twenty years experience as a self-employed financial and human resources manager of small businesses in the Washington, DC area. She has worked with both start-up businesses and well-established firms to increase their financial stability, structure their internal management policies, improve their records management, and ensure their adherence to federal and state employee benefits laws. Click here for more.
Senior Vice President
Ms. Ricard has over twenty-five years experience working with employee benefit plans as a lawyer, CPA and public policy expert. Ms. Ricard joined Fiduciary Counselors as Senior Vice President in 2016. She is also a member of the company’s Litigation Committee and Plan Administration Committee. Prior to joining Fiduciary Counselors, Ms. Ricard was Senior Vice President, Retirement Policy at The ERISA Industry Committee (ERIC) and had overall responsibility for developing retirement policy on behalf of ERIC’s members – America’s major employers. Click here for more.
Senior Vice President
Ms. Rosenberg is Senior Vice President of Fiduciary Counselors Inc. She has more than thirty years of experience in corporate finance and pensions, with a concentration in corporate restructurings, workout, and bankruptcies. Ms. Rosenberg has served as a senior executive of Fiduciary Counselors Inc. since 2004. She is a member of the company’s Investment Committee and has served as the lead consultant on numerous client engagements including those related to company stock funds, prohibited transaction exemptions, performing and nonperforming real estate investments, and mergers & acquisitions of closely held companies. She also leads the firm’s valuation practice. Click here for more.
Director of Administration
Ms. Williamson serves as Director of Administration for Fiduciary Counselors Inc. Prior to joining Fiduciary Counselors in 2005, she worked in both the Government and Private Sector. Ms. Williamson started her career while in college at the International Trade Administration in the US Commerce Department; and after graduation at the Economic and Business Affairs Bureau at the US State Department. Click here for more.
CONSULTANTS & ADVISORS
Currently, Mr. Strasfeld serves as an ERISA Regulatory Consultant and a Senior Advisor to Fiduciary Counselors Inc. He was the Former Director, Office of Exemption Determinations, Employee Benefits Security Administration. Click here for more.