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Fiduciary360 -- Fiduciary Expert
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Fiduciary360 -- Fiduciary Expert
Pittsburgh, PA United States
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Ben Aikin
Pittsburgh, PA
United States
Contact Phone: 1-866-390-5080

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Blaine F. Aikin, AIFA®, CFA®, CFP®  is President and CEO of fi360
J. Richard Lynch, AIFA® is the COO of Fiduciary360
Andy Frommeyer, AIF® is the Director of Products and Services with Fiduciary360
Kristina Fausti is fi360’s Director of Legal and Regulatory Affairs
Fiduciary360 (fi360) is the premier organization for education, analysis, support and industry insights for fiduciary professionals, and literally 'wrote the books' on fiduciary responsibility, defining the prudent investment practices for those who manage money for others. The practices are substantiated by legislation, regulation and case law, so we know the responsibilities of every person in the investment process. Our experts have insights on current regulatory, legal and ethical developments, technology and emerging trends. We offer world-class fiduciary training, Web-based analytical tools and resources for investment professionals such as financial advisors, plan sponsors, financial planners, trustees, brokers, attorneys, investment managers and others.

Blaine F. Aikin, AIFA®, CFA®, CFP® is President and CEO of fi360, which provides training, tools, and resources in support of our mission of promoting a culture of fiduciary responsibility and improving the decision making processes of investment fiduciaries.

Previously the Chief Knowledge Officer and Director of Training for fi360, he is the primary architect of the AIFA program and a major contributor to the development of the Fiduciary Excellence concept that is at the heart of our products and services. He is the author of numerous articles on the subjects of fiduciary responsibility and investment management, and the author of the monthly Fiduciary Corner column in InvestmentNews magazine.

Blaine received his Master of Public Management and Policy degree from the Heinz School of Carnegie-Mellon University. Upon graduation from CMU, he was selected for the prestigious Presidential Management Intern Program which involved management assignments in the U.S. Department of Treasury and the U.S. Senate. He subsequently served as Budget Officer for Prince William County, Virginia. Blaine then entered the private sector in professional financial management. He earned the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations and served as a principal and Chief Investment Officer of Allegiance Financial Advisors. After providing contract training and consulting services for PNC Financial Services Group, Blaine became a Senior Vice President and Director of Product Development and Management for PNC Advisors. For several years, he also served as an adjunct faculty member of the College for Financial Planning; providing instruction in investment planning and other subjects leading to the Certified Financial Planner designation.

J. Richard Lynch, AIFA® is the COO of Fiduciary360. As one of the main instructors for fi360 Training, he is instrumental in providing investment education and training programs that award the Accredited Investment Fiduciary (AIF) and Accredited Investment Fiduciary Analyst (AIFA) professional designations. He also provides oversight to fi360 Tools, which has developed sophisticated Web-based tools and reporting, including the innovative fi360 Fiduciary Score and the Fund Family Fiduciary Rankings for trustees and investment professionals.

Rich assisted with the development of the industry's fiduciary handbook series, Prudent Practices for Investment Fiduciaries.

Rich graduated from the United States Coast Guard Academy with high honors in Economics-Management, where he received the Superintendent's Award for leadership at graduation. During his twenty-year Coast Guard career, he served aboard three ships as Operations Officer, Executive Officer and Commanding Officer respectively. In addition, he held various senior-level financial management positions, including an assignment to the National Pollution Funds Center, a newly established Coast Guard unit responsible for managing the $1 billion Oil Spill Liability Trust Fund. Rich received his Master's of Business Administration degree (Magna Cum Laude) with an emphasis in Operations Research from George Washington University.

Andy Frommeyer, AIF® is the Director of Products and Services with Fiduciary360. In this role, he oversees fi360's suite of products and services delivered through the Training, Tools and Resources business lines. He is responsible for the development of a product from concept through to launch and the management and improvement of existing products.

In his preceding position with fi360, Andy directed the Tools line of business. He helped to develop the fi360 Fiduciary Score? and the Fund Family Fiduciary Rankings? as well as other proprietary fi360 innovations that have become industry standards.

Andy has been with the company since its inception, helping to build it from a start-up operation to one of the most well known training and technology providers in the industry.

Prior to joining fi360, Andy worked in the actuarial division of a global consulting firm. He received a Bachelor of Science degree in Mathematics from Pennsylvania State University and has completed the MBA Essentials program at the Joseph M. Katz Graduate School of Business, Center for Executive Education at the University of Pittsburgh. In addition, he has earned the Accredited Investment Fiduciary® designation and holds the NASD Series 65 license.

Kristina Fausti is fi360?s Director of Legal and Regulatory Affairs. Kristina's primary role is to research, write, speak and otherwise represent fi360 on legislative and regulatory developments impacting investment fiduciaries. She also provides subject matter expertise to the fiduciary professional designation courses and software tools developed by fi360, acts as legal liaison to outside counsel and serves in a compliance role in the organization.

Prior to joining fi360, Kristina served for over four years as a Special Counsel in the Office of Chief Counsel of the Division of Trading and Markets at the U.S. Securities and Exchange Commission and specialized in broker-dealer regulation. Prior to that, she was an associate with Troutman Sanders LLP in its Washington, D.C. office for two years and specialized in federal energy regulation. Kristina earned her J.D., cum laude, at Georgetown University Law Center, her MBA at Georgetown University's McDonough School of Business, and her B.S.B.A. in Accounting, magna cum laude, at Robert Morris University.