About
Kim
Kim is a seasoned financial services professional with strong institutional/retail relationship management experience and robust analytical and interpersonal skills, including servicing, retaining, and growing client relationships.
Prior to joining Focus Partners Wealth, Kim held various positions within Kovitz, Brinson Partners, Adams Street Partners, Calamos Investments, and Voyage Financial.
Kim resides in the western suburbs with her daughter and enjoys staying active, traveling, and spending time with friends and family.
Education and Professional Milestones
-North Park University - bachelor’s degree in organizational management
-Lake Forest Graduate School of Management – MBA
Kim is a seasoned financial services professional with strong institutional/retail relationship management experience and robust analytical and interpersonal skills, including servicing, retaining, and growing client relationships.
Prior to joining Focus Partners Wealth, Kim held various positions within Kovitz, Brinson Partners, Adams Street Partners, Calamos Investments, and Voyage Financial.
Kim resides in the western suburbs with her daughter and enjoys staying active, traveling, and spending time with friends and family.
Education and Professional Milestones
-North Park University - bachelor’s degree in organizational management
-Lake Forest Graduate School of Management – MBA