Kimberly D. Gluck, CFA

2019-05-24T19:49:50+00:00

Kimberly D. Gluck, CFA

Managing Director

Kim manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Boston Trust Board of Directors and Chair of the Community Reinvestment Act (CRA) Committee. She also serves on the Investment and ESG Research & Engagement Committees.

Kim began her career in 1986 and joined the firm in 2011. Previously, she was a Managing Director at Atlantic Trust and a Senior Relationship Manager and Portfolio Manager for six years, primarily serving high net worth clients. She also 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 the board of US SIF: The Forum for Sustainable and Responsible Investment, the SRI industry trade group. She also serves on the boards or committees of the United Methodist Foundation of New England, the Second Church of Newton, and The Boston Club. She is a member of the Women Donors Network.