Katie is a Director of Client Services at Fiduciary Investment Advisors, LLC (FIA). She oversees the analyst team focused on defined contribution plans including corporate 401(k) plans, non-profit hospital plans, and higher education clients. Her is team is responsible for plan diagnostic reviews, vendor search and selection, fee disclosure reviews and quarterly reporting. Katie has been servicing institutional clients for over 10 years and has a wide range of expertise in fee analysis, plan benchmarking, vendor analysis and plan design strategy. She serves as a member of FIA’s Defined Contribution Strategic Oversight Committee and FIA’s Community Service Committee.
Prior to FIA, she was a Treasury Analyst with United Health Group’s Corporate Treasury Department. Katie has earned the Accredited Investment Fiduciary® (AIF®) professional designation awarded by Fiduciary360.
- University of Hartford, MBA
- Simmons College, BA
Spending time with family, running, baking