Prior to joining the firm in 2011, Kim was a Managing Director at Atlantic Trust and a Senior Relationship Manager and Portfolio Manager for six years, primarily serving high net worth clients. Previously, she worked with State Street Global Advisors as a Portfolio Manager and Product Engineer for over ten years, and helped to establish their socially responsible investment (SRI) program.
Kim earned a BA in Economics from Middlebury College. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. She currently serves on boards and committees for the United Methodist Foundation of New England, the Second Church of Newton, and The Boston Club. She is also a member of the Women Donors Network.