Kim is a Managing Director and a member of the Boston Trust Board of Directors, and manages portfolios for institutional and individual clients. She is a member of the Securities Research, Corporate Governance, and ESG Research & Engagement Committees.
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, US SIF: The Forum for Sustainable and Responsible Investment, the Second Church of Newton, and The Boston Club. She is also a member of the Women Donors Network.