PITTSBURGH, April 19, 2012 /PRNewswire/ -- fi360, the premier organization for fiduciary education, investment analytics, support services and industry insights for financial professionals, today announced that Kathleen Stewart has joined the company as a Subject Matter Expert. Ms. Stewart will contribute to the organization's professional training programs on legal, regulatory, and financial subjects and serve as a resource for fi360's clients and the fiduciary community, further expanding fi360's extensive educational services for investment fiduciaries.
In addition to those educational responsibilities, Ms. Stewart will also be tracking legislative and regulatory developments impacting investment fiduciaries, preparing news alerts that communicate the key elements of these developments, and drafting comments for submission to legislative and regulatory bodies.
"Kathleen brings a wealth of experience in law, financial planning, and investment advisory services that will help us deepen and grow our current range of educational programs," said Mr. Aikin. "Her addition to our team will further our ability to keep our students and members up-to-date with the most recent thought leadership, best practices, and legal developments affecting investment fiduciary responsibility."
Most recently, Ms. Stewart worked as a trust and fiduciary specialist at Wells Fargo Private Bank. Prior to that, she was a Senior Wealth Counselor at Waldron Wealth Management. She began her fiduciary career as an in-house attorney for the Ayco Company, a Goldman Sachs financial advisory company. She holds a J.D. and B.S. in Business Administration from Duquesne University.
In addition, Ms. Stewart is the Membership Director for the Financial Planning Association and a member of the Allegheny County Bar Association. She also holds her Series 7 and 66 securities licenses.
"I'm excited by this new opportunity to be joining fi360 in support of their mission to advance fiduciary excellence," said Kathleen Stewart.
fi360, whose mission is to promote a culture of fiduciary responsibility and improve the decision-making processes of investment fiduciaries, offers a full circle approach to investment fiduciary education, practice management, and support that has established the company as the go-to source of investment fiduciary insights.
Fi360 offers a comprehensive approach to investment fiduciary education, practice management and support that has established them as the go-to source for investment fiduciary insights. With substantiated Practices as the foundation, fi360 offers world-class fiduciary Training/Education, Tools and Resources that are essential for fiduciaries and those who provide services to fiduciaries to effectively and successfully manage their roles and responsibilities. Fi360 assists those who rely on their fiduciary education programs, professional AIF® and AIFA® designations, Web-based analytical and reporting software and resources to achieve success. For more information about fi360, please visit www.fi360.com or Twitter: @fi360.