Managing Director and Investment Consultant @ (March 2016 - October 2018)
Senior Investment Strategist and Portfolio Manager @ (September 2007 - February 2016)
Actuarial Associate @
Sr. Actuarial Analyst @ (May 2004 - September 2007)
Actuarial Associate @ (January 1999 - January 2004)
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 4 emails and 1 mobile phone numbers on RocketReach.
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