Amy McDuffee founded Mosaic Governance Advisors to provide independent, action-oriented governance consulting to the public fund community. She specializes in strategic planning, policy development, board self-assessments, executive and consultant evaluations, benchmarking reviews, program assessments, trustee education and other related matters. Over her 20-year career, she has worked with over 40 public funds in 20 states, including public retirement systems, state investment boards, and state treasuries. She also works with non-profit entities that provide health care and other post-employment benefits to state and local workers.
Amy’s unique perspective on governance best practices comes from her experience in both the public and private sectors. Before founding Mosaic, Amy was a lead governance consultant within the Fiduciary Services Practice of Aon Hewitt Investment Consulting (AHIC) where she served its largest public fund clients.
Prior to becoming affiliated with AHIC’s predecessor firm in 2009, Amy held senior positions with a global asset management firm and a statewide public retirement system. Amy also served as managing director at Great-West Life & Annuity Insurance Company, now Great-West Financial. In that capacity, she was accountable to a board of directors for building and growing an innovative subsidiary company that provided behavioral finance driven investment consulting, advisory, education, and investment management services to the company’s defined contribution retirement plan sponsors and participants.
Launching her career at Mercer, Amy was a key member of the National Governance and Policy Practice. She was responsible for research, analyses, strategic planning and policy development for a broad range of public fund clients.
Amy is a graduate of the University of Wisconsin and holds the Certified Employee Benefit Specialist designation from the Wharton School of the University of Pennsylvania and the International Foundation of Employee Benefit Plans (IFEBP). She also earned a Certificate of Achievement in Public Plan Policy.
Amy serves on the Public Employee Committee of the IFEBP Board of Directors. She is the former president of the Colorado Chapter of Certified Employee Benefit Specialists and a frequent speaker on board governance matters. Her speaking events at national industry conferences have included the National Association of State Retirement Administrators, the National Council on Teacher Retirement, the Public Pension Financial Forum, and the Association of Public Pension Fund Auditors.