Kathleen Connelly
Chief Client Officer
Kathleen is Chief Client Officer for Fiduciary Decisions. (FDI). She oversees our efforts to deepen our client relationships and implement programs to ensure customers maximize the benefits of our services.
She joined FDI in 2020, originally as Head of Institutional Client Development, and then as Chief Research Officer. With a career of 40 years in financial services, she has held executive roles in relationship management, operations, product development and sales at independent record keepers and asset managers. Her prior experience includes T. Rowe Price, JP Morgan, PFPC/ Wachovia and Ascensus. Immediately prior to FDI, she was President of Financial Finesse Enterprise (FFe), working with institutional clients to introduce financial wellness as a workplace benefit to employees to enhance long-term financial security.
Kathleen has a B.A. in International Studies from Washington College and is a member of the Advisory Board of SPARK.
