Advisor, CFA®, CDFA®
Advisor, CFA®, CDFA®
Kimberly is an Advisor at Coastal Bridge Advisors. She focuses on client relationships and client service- monitoring trading, portfolio rebalancing, and asset allocation strategies. She also provides advanced financial planning support including assistance with portfolio analysis, income planning, and mortgage financing, working in collaboration with clients’ external advisor network.
Prior to Coastal Bridge Advisors, Kimberly worked at UBS Financial Services, and, prior to that, spent time at Oppenheimer and Co. She received her Bachelor’s degree in Business Finance at the University of Colorado Boulder in its Leeds School of Business. Kimberly earned the Chartered Financial Analyst designation and is a member of the CFA® Institute and the Los Angeles Society of Financial Analysts. Originally from Denver, Colorado, Kimberly has lived in Los Angeles for twelve years and currently resides in Brentwood. She is an avid runner and enjoys traveling the world with friends and family. She is also actively involved with Habitat for Humanity here in the US and in Mexico.
Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment AdvisorsLearn More >https://www.coastalbridgeadvisors.com/financial-times-names-coastal-bridge-advisors-to-the-2017-ft-300-top-registered-investment-advisors-2/
Westport, CT – July 3, 2018 – For the second year in a row and third time in four years, the Financial Times has named Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors. The firm was previously recognized in 2015 and 2017.
The Financial Times 300 list conducts its evaluation based on six factors:
For the 2018 Financial Times 300 list, the median firm held $1.7 billion of AUM and was in existence for 22 years.
For the complete list and to view the methodology for inclusion, visit: https://www.ft.com/content/a07f2b38-4d54-11e8-97e4-13afc22d86d4
Selection for FT 300 list is independent and objective, conducted in partnership with Ignites Research, a subsidiary of The Financial Times that conducts research and analysis on the asset management industry. To be eligible for consideration for the FT 300, RIAs must manage at least $300 million of assets under management, have no more than 75% of its practice’s assets attributable to institutional clients and be independent. Qualified RIAs were then scored on the six key factors referenced above. Neither advisors nor their firms pay a fee to apply or be listed in the FT 300 report. The list is presented as a group, not a competitive ranking of 1 to 300. Coastal Bridge Advisors’ inclusion on the FT 300 List is not indicative of Coastal Bridge Advisors’ future performance and its receipt of the award may not be representative of any one client’s experience.
Financial Times Names Coastal Bridge Advisors to the 2018 FT 300 Top Registered Investment Advisors