Kathleen M. McBride
Kathleen M. McBride, AIFA®, is founder of FiduciaryPath, LLC, which offers consulting and CEFEX Certification Assessment when an investment advisor, investment manager or investment steward wants to publicly demonstrate adherence to the Global Fiduciary Standard of Excellence.
McBride was previously a Director at the Institute for Private Investors, Wealth Editor in Chief at AdvisorOne.com and Editor in Chief at Wealth Manager. She began her career on Wall Street as a broker, bond trader and later an investment advisor. McBride holds a BA 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 an Accredited Investment Fiduciary Analyst™ with the Center for Fiduciary Studies.