Kimberly Crowley

Kimberly is a Partner in the Pennsylvania office. She has almost 30 years of experience in the investment industry working across disciplines including client service, research, operations, and compliance. She uses that professional breadth to ensure that a holistic approach is taken towards helping clients achieve their wealth management goals.

Prior to joining Cerity Partners, Kim served as Chief Operating Officer for Permit Capital Advisors, LLC. Kim worked with the Client Service, Operations and Portfolio Management groups both to deliver services and to develop process enhancements to improve the scalability and quality of service. Additionally, Kim served as Chief Compliance Officer for Permit Capital Advisors, LLC where she 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. This included working with clients as well as serving as the firm’s Director of Operations. 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.