Kate services institutional clients by providing advice and counsel on all areas of fund oversight including investment policy development, asset allocation, manager research, portfolio structure, rebalancing and performance monitoring. She has significant experience developing and overseeing liability-driven investment strategies, strategic asset allocation, spending policies and plan design considerations. Kate co-leads the firm’s Defined Benefit Business Councils for both corporate and municipal plans and is a member of the firm’s Investment Committee. She joined Fiduciary Investment Advisors, LLC in 2018, which combined with Fiducient Advisors in 2020. Prior to joining the firm, she w