Kimberly Ratcliffe CFA

Principal, Investment Advisor

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Ms. Ratcliffe, a CFA® charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations.

Prior to joining F.L.Putnam, Kim was president and investment counselor at Salem Capital Management for 22 years, where she provided investment advice to individuals and institutions.  Previously, she was director of research at Peak Financial Management, focusing on both quantitative and fundamental equity analysis.  Kim began her career at BayBank Investment Management, where she held positions in both research and investment management.

Kim has been a member of the Princeton Alumni Schools Committee for over 30 years.

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Education

AB Economics, Princeton University
MBA, Boston University Graduate School of Management

Affiliations

CFA Institute
CFA Society Boston