Kimberly is a Partner in the Pennsylvania office.
Prior to joining Cerity Partners, Kim served as Chief Operating Officer & Chief Compliance Officer for Permit Capital Advisors, LLC. In these roles Kim provided leadership, strategic vision, and oversight of the firm’s operations and client service. Kim worked with the Client Service, Operations and Portfolio Management groups developing process enhancements and improving scalability and service. Additionally, Kim served as Chief Compliance Officer for Permit Capital Advisors, LLC and oversaw all aspects of the firm’s regulatory compliance program and legal matters.
Previously, Kim worked at McCabe Capital Managers, Ltd. in a number of diverse roles for the firm including Director of Operations. In this role Kim oversaw all back-office functions including performance reporting and portfolio management system integration, and she contributed to the due diligence process with an eye towards analyzing manager operational efficiencies. Prior to joining McCabe Capital Managers, Kim served as Director of Operations for a family-owned Registered Investment Advisor and as an analyst for Quellos Capital Management LLC, a fund of funds business.
Kim received her B.A. in Accounting from Washington State University. She serves on the board of directors of Philadelphia Kids in Care, a non-profit group with an emphasis on education, as well as the Chair of the board of directors of Acting Without Boundaries, a program for children and young adults with physical disabilities. Kim is also a board member of the Nightlight Foundation which is committed to providing long-term housing to adults living with autism. Additionally, Kim serves on the steering committee of Women’s Way, a group dedicated to advance opportunities for women and girls to achieve gender equality.
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