Senior Consultant, CFA, ASA
Kate services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. She has significant experience developing and overseeing liability-driven investment strategies, strategic asset allocation, spending policies and plan design considerations. Kate co-leads the firm’s Defined Benefit Business Councils for both corporate and municipal plans. She joined Fiduciary Investment Advisors, LLC in 2018, which combined with DiMeo Schneider in 2020. Prior to joining the firm, she was a Managing Director in Hooker & Holcombe’s investment advisory group and also served as a Senior Investment Strategist and fixed income portfolio manager for Prime Advisors, Inc. Kate received her BA from Boston University and is a CFA® charterholder. She is also a credentialed actuary experienced in pension valuations. Kate is a member of the CFA Institute, an Associate of the Society of Actuaries, a member of the American Academy of Actuaries, a board member of the CFA Society Hartford and volunteers for Junior Achievement. She enjoys bedtime chats with her daughters, taking advantage of the outdoors (skiing, kayaking, hiking, biking), and playing the piano.