In April 2009 Kimberly joined Cape Cod Five’s Trust and Asset Management team as a Senior Wealth Management Officer. Her professional background includes the position of Senior Vice President at the Cape Cod office of a leading wealth management firm. During her twenty two year tenure, Kimberly gained considerable experience in trust administration and portfolio management. She was responsible for over $250 million in client assets.
Kimberly is a graduate of Providence College and the ABA Graduate Trust School at Williams College.
As a resident of Cape Cod since 1993, she has developed deep roots in our community, including over a decade of service on the Board of Trustees of the Cape Cod Symphony and Conservatory of Music and Arts of which she is currently Treasurer. Kimberly often lends a hand to local organizations, including serving on the Steering Committee of the Osterville Business and Professional Association for over ten years.
Kimberly resides with her husband in Centerville.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|