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Client and Corporate Services

Biography

Kimberly is a Partner in the Pennsylvania office.

Kim has spent her career working across the various practice areas that encompass financial services, including client service, investment research, operations, and compliance.  Prior to joining Cerity Partners, Kim served as Chief Operating Officer for Permit Capital Advisors, LLC. In this role 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 both to deliver services and to develop process enhancements that would 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. In the latter 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.

Education

  • B.A. in Accounting from Washington State University

Highlights

  • Member of the board of directors of Philadelphia Kids in Care, a non-profit group with an emphasis on education
  • Chair of the board of directors of Acting Without Boundaries, a program for children and young adults with physical disabilities
  • Board member of the Nightlight Foundation, which is committed to providing long-term housing to adults living with autism
  • Serves on the steering committee of Women’s Way, a group dedicated to advance opportunities for women and girls to achieve gender equality

Q & A

Q:

Who inspired you to pursue your career in financial management?

My father started a wealth management firm when I was younger to help give families the peace of mind that only comes from knowing that their most important resources are being protected by someone they can trust. In my family, this was a reflection of our focus on planning a secure financial future for my sister, who has significant developmental disabilities that will preclude her from ever maintaining independence, both financial and otherwise. Seeing how my father took his understanding of life's challenges to create an environment to help others inspires me to this day.

What do you do in your personal life that helps you help your clients?

I serve on a number of non-profit boards, including as the Chair of the Board of Acting Without Boundaries, an organization that fosters inclusion amongst a community of actors with physical disabilities. In this work I hone my ability to pull together different stakeholders in a setting that bridges financial, philanthropic, and governance considerations. Much of this I can then apply to working with families or other like-minded institutions.

How would you describe your best day doing what you do?

My best day is one in which I am able to use my skills and the resources at my disposal to help someone deal with a challenge that may at one time have felt insurmountable. Often times this is not necessarily the byproduct of anything unique that I'm able to offer them, but rather the patience and understanding to help them think through what they are truly trying to accomplish.

What does the world need now more than anything?

In a world in which globalization seems to be waning and opportunities seem to be more narrowly offered, I think a financial industry that fosters inclusion in all senses of the word is more important than ever.

What should your clients know the most about you?

Success for me only comes from my clients' successes, which hopefully creates an important alignment. This goes beyond anything that can be measured in a relative performance analysis, and is truly captured in the ability of my clients to achieve the goals most important to their family and their community.

Why is your work important, especially today?

I think my specialty is bringing together an understanding of financial markets and instruments, with the empathy needed to help a client recognize that I am fully committed to their needs. For many reasons tied to the volatility associated with an uncertain world, I think this is both important and valued by those we serve.

Meet Our  Client and Corporate Services Colleagues

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Andrew Adams

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Nikolai Arutiunov

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Aleem Baksh

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Amy Banker, AIF®

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Michaela Barnum

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Ryan Berger

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Alicia Boggio-Hair

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Marie Del Bove

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Jen Bowen

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Abrielle Bradley

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Gillian Brand

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Manny Bratta

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Gerard Burke

Senior Associate

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Jeff Bushman

Senior Associate

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Lynda Castellano

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Yanming Chen

Associate

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Whitney Clark

Senior Associate

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Miryam Cohen

Senior Associate

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John Cook

Principal & Director of Human Resources

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Nataliya Crouse

Senior Associate

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Kimberly Duran

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Scott Finn

Senior Associate

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Mitch Gelkopf

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Nick Gerber

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David Gimpel

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Michael Harano

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Reggie Hopton

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William Horner

Principal

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Michèle Hurley

Principal

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Teppo Jaakkola

Senior Associate

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Arlene James

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Will Johnson

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

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Rebecca LaPlant

Senior Associate

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Jillian Laughlin

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Brian Lee

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Amy Lin

Senior Associate

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Winky Liu

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Ben Lomazow

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Stefan Ludlow

Principal & Director of Technology

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Jacqueline Martin

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Matt McGinn

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Jessica Mendoza

Senior Associate

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Ana Mojica

Senior Associate

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Shelley Newham

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Sebastian Ottaplakal

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Krissi Paczolt, CPA

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Aydan Panahova

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Andrea Castillo Pena

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Brittany Peyser

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Peg Pike

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Kate Polyte

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Derrick Poon

Senior Associate

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Kristen Potter

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Maxine Reid

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Nancy Renshaw

Principal

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Jack Riehemann, CFA

Senior Associate

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Sawyer Rothmann

Associate

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Robert Schwagerl, CFTe, CMT

Principal

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Kirsten Shaw

Senior Associate

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Michelle Simek

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Carley Skidmore

Senior Associate

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Matt Stazzone

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Matt Tassell

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Madeleine Thomas

Senior Associate

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Alexa Thorson

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Zack Trygstad

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Carmen Tu

Senior Associate

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

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Ashley Williams

Senior Associate

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Heidi Wilson

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