Kathryn Pizzi, CFA, ASA

Senior Consultant

Kate is a Senior Consultant at Fiduciary Investment Advisors, LLC (FIA) and has spent 20 years serving the investment and actuarial needs of municipalities, corporations, and non-profit institutions. She has significant experience developing and overseeing liability-driven investment strategies, strategic asset allocation, spending policies, and plan design considerations.  Kate’s clients include defined benefit and defined contribution plan sponsors, endowments, and foundations.  Prior to joining FIA, she was a Managing Director in Hooker & Holcombe’s investment advisory group where she consulted on institutional retirement plans and oversaw their private client area.  Kate was also a Senior Investment Strategist and fixed income portfolio manager for Prime Advisors, Inc., where she managed bond portfolios for her insurance-company clients.

Kate has earned the right to use the Chartered Financial Analyst® designation. She is also a credentialed actuary experienced in pension valuations.

Education

  • Boston University, BA

Outside Activities

  • Member of the CFA Institute and CFA Society Hartford
  • Member of the Society of Actuaries
  • Grader for the CFA Institute’s Research Challenge Investment Competition
  • CFA Society Hartford, Board Member

Speaking Engagements and Publications

  • White Paper – Pension Expense Volatility: Can You Have Your Cake and Eat it Too? (June 2020)
  • Webinar – The Impact of the Recent Market Downturn on Municipal Pension & OPEB Plans (May 2020)
  • White Paper – COVID-19 Pullback: Pension Questions & Considerations Part Three (May 2020)
  • White Paper – COVID-19 Pullback: Pension Questions & Considerations Part Two (April 2020)
  • Speaking Engagement – P&I Conferences: Managing Pension Risks and Liabilities (October 2019)
  • White Paper – To Start or Not to Start LDI, That is the Question (August 2019)
  • Speaking Engagement – OPAL Group Public Funds Summit East (July 2019)
  • White Paper – Cash Balance Plan Design: Super-size your Retirement Benefits (January 2019)
  • Speaking Engagement – NESGFOA Annual Conference (September 2018)
  • Speaking Engagement – SHRM Annual Conference (April 2018)
  • Speaking Engagement – CTCPA Personal Financial Planning Conference (December 2016)

Personal Interests:

Bedtime chats with my daughters, taking advantage of the outdoors, playing the piano, family time