Kathleen M. McBride
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.
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.
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.
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.
Where are the Lay Fiduciaries Who Have Control and Responsibility for More Than $26 Trillion of US Investment Assets?
Allan Henriques, Kathleen McBride, David J. Bromelkamp, Trevor Merrill, and Tony A. Michael Finding the Elusive Lay Fiduciary No one knows exactly how many Lay Fiduciaries exist, even though they’re legally responsible for prudently managing trillions of...
For Nonprofits, there are three. By Kathleen McBride, AIF™, AIFA®, CEFEX Analyst® Now that we’ve surprised some nonprofit leaders who may not have realized that they are Lay Fiduciaries™, (please see “Are you a Fiduciary?”) let’s talk about other types of...
The answer may surprise you. By Kathleen McBride, AIF™, AIFA®, CEFEX Analyst® We get a lot of questions about who is or isn’t a Lay Fiduciary™. A Lay Fiduciary, in the nonprofit sense, is someone who is not an investment professional, but is a decision-maker...