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Katherine Marino

Principal, Director of Client Analytics and DC Client Services

Fiducient Advisors

United States, Massachusetts, Andover

About Me

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 U

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Profile Information

Principal, Director of Client Analytics and DC Client Services

Fiducient Advisors

Investment Team,Operations Team

Investor

Consultant

Andover

Massachusetts

United States

Sep 29, 2024

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