Kimberly is a Partner in the Pennsylvania office of Cerity Partners. 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.

In addition to her role as Chair of the Board of Acting Without Boundaries, Kim is a member of the Board of Directors of Philadelphia Kids in Care, a non-profit group with an emphasis on education. Further, she serves as a member of the Board of Directors of the Nightlight Foundation, which is committed to providing long-term housing to adults living with autism. And in recent years Kim served on the steering committee of Women’s Way, a group dedicated to advance opportunities for women and girls to achieve gender equality.