Kimberly, a CFA® Charterholder, is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments and foundations.
Prior to joining FLP, 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.
*View certification and designation definitions here