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.
CONTACT
732.241.4988
Industry Accolades:
The Nonprofit Fiduciary
Our exclusive blog featuring latest news and resources including; prudent practices, industry news, case studies and more.
FiduciaryPath Launches Online Training for Nonprofit Trustees and Leaders
Leading Fiduciary Experts Deliver Authoritative Instruction on Best Practices via Streamed Video Sessions for Nonprofit Boards and Executives RUMSON, NJ, Dec. 8, 2020 – FiduciaryPath, LLC today launched its online training program to deliver the authoritative...
Every Nonprofit and Community Foundation Board Member Has the Opportunity to Benefit from Fiduciary Essentials® Training
Every Nonprofit and Community Foundation Board Member Has the Opportunity to Benefit from Fiduciary Essentials® Training In a recent virtual Fiduciary Essentials® Training for Community Foundations with the Ventura County Community Foundation (VCCF), FiduciaryPath had...
Kathleen McBride of FiduciaryPath Expands Services and Leads National Conference for Growing Community Foundations
The summer of 2020 has changed everything for nonprofits, requiring them to make significant shifts in resources, priorities and internal operations. To serve the immediate and long-term needs of these organizations, Kathleen McBride, AIFA®, Accredited Investment...