Kathleen M. McBride

Allan Henriques

AIFA® Designee, Fiduciary Education Trainer, CEFEX Analyst, Fiduciary Consultant

 

Kate McBride is an Accredited Investment Fiduciary Analyst®, and a CEFEX Analyst, with more than 40 years of investment industry experience. She is the Founder and President of FiduciaryPath.

She works with trustees, board members, and leaders of nonprofits, retirement plans, apprenticeship trusts, tribal nations, and government treasury / comptroller / pension departments, as well as  registered investment advisory firms to train, assess, improve, and certify their investment fiduciary processes. McBride and the FP team  provide Fiduciary Essentials® Training, Fiduciary Gap Analysis, Fiduciary Consulting and CEFEX certification audits. She performed the audit for peer-reviewed CEFEX certification of the Paskenta Band of Nomlaki Indians.

McBride is a Founding Member and formerly served as Chair of The Committee for the Fiduciary Standard and meets regularly with policymakers. She holds B.A. from New York University and completed the Investment Strategies and Portfolio Management program at The Wharton School of The University of Pennsylvania. She holds the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) designations from the Center for Fiduciary Studies, and is a CEFEX Analyst with the Centre for Fiduciary Excellence – CEFEX.

CONTACT

phone 732.241.4988

Email Allan Henriques  kmcbride@fiduciarypath.com

Allan Henriques

Industry Accolades:

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Kate McBride has been a leader in the fiduciary world for more than a decade. We’ve worked together on fiduciary policy, research, and advocacy. Her expertise in practical application of prudent investment practices and decades of investment experience give her a unique understanding of how best to counsel fiduciary trustees, boards, and leaders to protect their organization’s assets.

Blaine Aikin, AIFA®, CFA, CFP® Executive Chairman, CEFEX and Fi360

Kate McBride has helped us verify the Best Fiduciary Practices we have integrated throughout our investment portfolios and employee retirement plans. Her expertise has helped us to improve our investment processes further, in a comprehensive cycle to protect the best interest of our tribal members and our community.

Patricia Mercier, CFO, Paskenta Band of Nomlaki Indians

Kate McBride’s Fiduciary Leadership Training and Expert Assessments have been a game changer for our organization’s Board of Trustees and staff. Her savvy communications and accredited fiduciary excellence has increased our team’s focus, consistent application of best practices, and helped to grow our assets by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend Kate McBride of Fiduciary Path.

Vanessa Bechtel, President & CEO, Ventura County Community Foundation / VCCF Nonprofit Center

Allan Henriques

The Nonprofit Fiduciary

Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.

Nonprofit Facts of Life: Mutual Funds

Nonprofit Facts of Life: Mutual Funds

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Allan Henriques

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