Fiduciary Experts and Advisors

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kelly-driscoll

kelly@fidures.com

Kelly Driscoll

A recognized ERISA fiduciary expert with over 30 years of 401(k) and global pension experience, Kelly has an impressive independent fiduciary and investment management background. Throughout her distinguished career, Kelly held many leadership roles at State Street Global Advisors (“SSGA”) and State Street Corporation (“State Street”) in Boston and Hong Kong.  She built and led their independent fiduciary business, negotiating numerous leveraged ESOP and ERISA transactions and managing company stock portfolios for the 401(k) and pension plans of corporate clients.

Career Highlights

Drove SSGA’s successful entry into pension risk transfers as an independent fiduciary. 

Developed and implemented the first public policy platform at SSGA, based primarily on retirement savings and investment issues.

Advanced efforts strengthening SSGA’s investment approach to shareholder engagement, global stewardship and proxy voting.

Grew SSGA’s investment management business in Asia during the financial crisis as Managing Director and Head of Asia ex Japan based in Hong Kong.

Worked with DOL and government entities representing retirement plans in bankruptcy proceedings and litigation including Enron and Agway.

As a trustee, represented ERISA plan participant interests in private company acquisitions. 

Served as internal counsel for State Street’s ERISA plans and negotiated benefit and pension provisions in several State Street M&A transactions.

Served on the Board of Directors of SSGA Asia Limited and SSGA Singapore, Chaired SSGA’s Fiduciary Committee and State Street’s Hong Kong Local Board, served on State Street’s Asia Pacific Executive Committee, SSGA’s Senior Management Group, and SSGA’s European Product Development Committee.

Kelly holds a Master of Laws degree in banking law from the Boston University School of Law, a Juris Doctor degree from Suffolk University Law School, and a Bachelor of Arts degree from Catholic University. Ms. Driscoll is a licensed attorney in both the Commonwealths of Massachusetts and Pennsylvania.