Chris Tobe, CFA, CAIA is a financial expert for Piacentile, Stefanowski & Malherbe LLP. (PSM) d/b/a Whistleblowers International
Tobe is a national expert on excessive fees & risks in retirement plan investments. He has advised on over 70 ERISA class action legal cases on behalf of investors who have lost money through risky and/or high-fee investments and will assist PSM to take a leadership role.
Tobe is a Global leader on Transparency in investments. awarded the US Transparency award by the London-based Transparency Task Force in 2019.
He has written 4 books and dozens of articles on transparency, excessive fees & political corruption in investments. His books “Kentucky Fried Pensions” and "Kentucky Fried Pensions: Worse than Detroit Edition" chronicle his findings as a Trustee Whistleblower mainly to the SEC, but also CFTC and IRS complaints as well. He also currently serves as Chief Investment Officer for a minority woman-owned pension consulting firm out of New Orleans the Hackett Robertson Tobe group
Education
- Indiana University, Bloomington, IN
- MBA in Finance & Accounting 1986
- Tulane University, New Orleans, LA
- BA in Economics & History 1984
- CFA Charter, Charlottsville, VA 1990
- CAIA Charter, Boston, MA, 2008
- Harvard Law School
- Program for Advanced Trustee Studies 2010
- Stanford Law School
Certificates
- CFA certificate in ESG investing
- CAIA certificate in Private Debt.
Memberships
- Kentucky Retirement Systems
- Trustee of $17 billion plan 2008-2012
- Delta Tau Delta Educational Foundation
- Investment Committee member 2001- 2021
