Kate Pizzi Email & Phone Number
Partner and Senior Consultant @ DiMeo Schneider & Associates, L.L.C.
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Kate Pizzi Location
- Windsor, CT, US
Kate Pizzi Work
- 2022 - now Partner and Senior Consultant @
- 2018 - now Sr. Investment Consultant @
- 2018 - now Sr. Investment Consultant @
- 2018 - now Senior Investment Consultant @
- 2016 - 2018 Managing Director and Investment Consultant @
- 2007 - 2016 Senior Investment Strategist and Portfolio Manager @
- 2004 - 2007 Sr. Actuarial Analyst @
- now Actuarial Associate @
Kate Pizzi Education
- Boston University
BA (Statistics & Economics)
1995 - 1999
Kate Pizzi Skills
- Investments
- Investment Management
- Bonds
- Investment Strategies
- Portfolio Management
- Defined Contribution
- 401k
- Asset Allocation
- Asset Management
- Retirement
- Financial Analysis
- ALM
- Defined Benefit
- Financial Modeling
- Fixed Income
- Insurance
- Risk Management
- Mutual Funds
- Pension Funds
- ERISA
- Equities
- DFA
- Securities
- Alternative Investments
- Bloomberg
- Finance
- Financial Risk
- Pension Administration
- Actuarial Science
- Pensions
- Social Media
- Microsoft Office
- Project Management
- Has Errors
- Great
Kate Pizzi Summary
- Kate Pizzi, based in Windsor, CT, US, is currently a Partner and Senior Consultant at Fiducient Advisors. Kate Pizzi brings experience from previous roles at Fiducient Advisors and Hooker & Holcombe, Inc.. Kate Pizzi holds a 1995 - 1999 BA in Statistics & Economics @ Boston University. With a robust skill set that includes Investments, Investment Management, Bonds, Investment Strategies, Portfolio Management and more. Kate Pizzi has 5 emails on RocketReach.
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