Kathleen M. McBride

Kate is the founder of FiduciaryPath, LLC. She is an Accredited Investment Fiduciary Analyst with The Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business. She holds a BA degree from New York University and has completed the Investment Strategies and Portfolio Management program at The Wharton School of The University of Pennsylvania.

She is a founder of The Committee for the Fiduciary Standard and The Institute for the Fiduciary Standard, a nonprofit, nonpartisan think tank dedicated to providing research, education and advocacy on the fiduciary standard’s impact on investors, the capital markets and society. As a participant in dozens of meetings at the most senior levels of the Securities and Exchange Commission, Department of Labor, Treasury, Congress, Consumer Finance Protection Board, FINRA and more, Kate has a unique perspective on investment fiduciary issues.

After beginning her career on Wall Street as a broker, bond trader and later an investment advisor, Kate ran financial new-media startups with major financial and media companies. Prior to founding FiduciaryPath, she was a Director at the Institute for Private Investors, Wealth Editor in Chief at AdvisorOne.com, Editor in Chief at Wealth Manager and Senior Editor at Investment Advisor.