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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.
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.
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