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  Kathy Griswold
  Director of Investments

 

Ms. Griswold has over twenty-five years experience in institutional investments. She has served the institutional community both as a corporate pension officer and an independent consultant. In the role of independent consultant, she was actively involved in due diligence and fiduciary review of mutual fund mergers; design, implementation and monitoring of timber portfolios; fixed income and equity manager searches, private equity investments and analysis of charitable gift annuity programs on behalf of non-profit organizations.

Ms. Griswold has been a member of the senior management team of Fiduciary Counselors Inc. since joining the company in 2009. She is a member of the company’s Investment Committee and has served as the lead consultant on numerous client engagements including those related to private investment portfolios, real estate transactions, stable value portfolios, asset transfers, management of plan assets for terminated plans, investment manager monitoring and investment process reviews.

From 1985 through 1999, she was Director of Investments for Southern New England Telecommunications Company (SNET), where she was responsible for assets held under the defined benefit and defined contribution plans. Her responsibilities also encompassed several non-qualified retirement plans. She served as Plan Sponsor representative of the Association of Mutual Benefit Life Insurance Contractholders. Her experience as a corporate pension officer covered all phases of the investment program including liability analysis, investment and funding policy development, asset allocation, investment manager selection and review and performance measurement and monitoring.

Ms. Griswold holds a B.S. degree in Finance and Business Management from Cornell University. She is a CFA Charterholder, and a member of the New York Society of Security Analysts and the Institute of Chartered Financial Analysts. She is the Managing Member of Shore Ventures, LLC. She is also actively involved in several volunteer organizations, including service as the Vice President of the Board of SARAH Seneca Residential Services and the Board Chairman of Golden Opportunity Networks, Inc.

   
 

CONTACT INFORMATION

Kathy Griswold
Director of Investments
Fiduciary Counselors Inc.
One Metro Center
700 12th Street NW, Suite 700
Washington, DC 20005
Tel: (202) 558-5132
Email:kathy.griswold@fiduciarycounselors.com
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Fiduciary Counselors Inc.
700 12th Street NW, Suite 700   |   Washington, DC 20005   |   Telephone: 202.558.5130   |   Fax: 202.558.5140

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