Kim works closely with LVW’s private wealth team as a Client Operations Specialist. Her diligence helps maintain the integrity of LVW’s trading system as she liases between the Investment Committee and private wealth advisors.
The SUNY Geneseo graduate held positions with AllianceBernstein, Deutsche Bank and Hefren-Tillotson Inc. before returning home to Rochester and joining the LVW team.
Having grown up on Lake Ontario, Kim enjoys kayaking and spending time near the water, horseback riding and reading. She is also a diehard Pittsburgh Steelers and NASCAR fan. Kim is passionate about volunteering and traveling, and has spent time working with Habitat for Humanity, both locally and in Guatemala. We are thrilled to have her as part of the team!