Kimberly M. Gannis, AIF®

Kimberly M. Gannis, AIF®
Principal, Managing Director, Retirement Services
Canonsburg, PA

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Kim Gannis is Principal and Director of Retirement Services in the firm’s Pittsburgh office.  Over 25 years of experience in employee benefits consulting allows Kim to oversee the plan sponsor services.  Her responsibilities include plan governance, plan effectiveness and plan investment and monitoring.

Prior to joining Carnegie Investment Counsel, Kim held positions at various firms; Mercer HR, PNC Bank and American Century Investments.  Kim is a designated Accredited Investment Fiduciary®.

Kim earned her Bachelor of Science in Mathematics from the University of Pittsburgh.  She currently resides in Jefferson Hills, PA.

About the ​AIF® Designation

Accredited Investment Fiduciary® (AIF®) ​The Accredited Investment Fiduciary® (AIF®) designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. It is issued by the Center for Fiduciary Studies at http://www.fi360.com. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility. In order to become an AIF® Designee, candidates must complete the following requirements: 1. Enroll in and complete training that satisfies AIF® Training requirements, which requires completing 2-day classroom instruction or a self-study program 2. Pass the AIF examination 3. Meet the experience requirement (prerequisites) 4. Satisfy the Code of Ethics and Conduct Standards 5. Submit the application and dues 6. Complete 6 hours of continuing education annually. Full requirements and policies and procedures can be found in the AIF® Candidate Handbook.