As a Director of Client Analytics, Katie oversees the analyst team focused on defined contribution plans including corporate 401(k) plans, nonprofit plans, higher education clients and more. She is a member of the firm’s Defined Contribution Business Council, Recordkeeper Oversight Committee, Strategic Oversight Committee and Community Service Committee. Katie has been servicing institutional clients for over a decade and has a wide range of knowledge in fee analysis, plan benchmarking, vendor analysis and plan design strategy. She joined Fiduciary Investment Advisors, LLC in 2009, which combined with Fiducient Advisors in 2020.
Prior to joining the firm, she was a Treasury Analyst with United Health Group’s Corporate Treasury Department. Katie received her MBA from the University of Hartford and a BA from Simmons College. She spends her free time on her small farm with her husband and three daughters.