AIFA® Designee, Fiduciary Education Trainer, CEFEX Analyst, Fiduciary Consultant
Kathleen M. McBride, AIFA® is an Accredited Investment Fiduciary Analyst®, a CEFEX Analyst, and a Fiduciary Essentials® for
Foundations & Endowments Educator. She works with RIA firms, nonprofits and retirement plans to assess and improve their investment fiduciary process. Once investment fiduciary best practices are in place, organizations can achieve peer-reviewed certification through CEFEX – Centre for Fiduciary Excellence. McBride is founder of FiduciaryPath, LLC, a fiduciary consulting and research firm.
McBride is a founder and former chair of The Committee for the Fiduciary Standard and meets regularly with policymakers. She holds a BS from New York University and completed the Investment Strategies and Portfolio Management program at The Wharton School of The University of Pennsylvania.
Allan has helped us easily integrate Best Fiduciary Practices throughout our investment portfolios and employee retirement plans. His expertise gave us the ability to reestablish and protect the best interest of our tribal members.
100% of our Board of Directors and almost 100% of our staff team have the FEFE designation. The training has been a game changer for our organization! Our Board is much more engaged and focused, our team is consistent in applying fiduciary best practices, and our assets have increased by 20% in one year. Our donor-clients satisfaction has never been higher! We strongly recommend this program.
Allan Henriques offers the highest level of fiduciary standards in our industry. His unique combination of legal and financial expertise gives him a keen understanding on how to best counsel nonprofits and foundations to protect their assets.
Fiduciary Excellence Leads to Trust. Trust Leads to Enhanced Donor Confidence and Board Engagement that Leads to Increased Donations, Financial Security, and Mission Success.
Allan Henriques Fiduciary Consultants, the organization dedicated to delivering fiduciary excellence for nonprofits and foundations, showed excellent insight during their recent webinar “An Overview of Fiduciary Essentials for Nonprofit Leaders.” “Each board member is...
FIDUCIARY CONDUCT AND YOUR REPUTATION What’s Trust Worth As An Investment Steward? Written by Blaine Aikin, Executive Chairman Fi360 and CEFEX AIFA®, CFA, CFP® EXECUTIVE SUMMARY Warren Buffett famously said: "We can afford to lose money, even lots of money. But we...