Kim joined the Bermont Gold Wealth Advisory in 2021. With a background in economics and communications, she brings a broad range of experience and unique perspective on the public and private sector. Kim establishes new client relationships and works with Michael, Peter and Bill in refining and implementing portfolio strategy. As a Certified Financial Planner® professional, she also handles financial and estate planning. She is intellectually curious and has a strong sense of purpose and integrity that drives her commitment to her clients.
Prior to joining the team, Kim worked as a consultant for non-profits, foundations, and large corporations. She previously served as the Director of Partnerships at Thrive Global and as Chief of Staff to global economist and best-selling author, Dambisa Moyo. Kim also worked at the U.S. Department of State where she helped drive policy and strategic communications at the intersection of business and human rights. She is an experienced advisor focused on social impact and corporate responsibility.
Kim has a master’s degree in international economics and international relations from the Johns Hopkins School of Advanced International Studies and a bachelor’s degree in international studies from Washington University in St. Louis.
Born and raised in New York City, she loves to ski and enjoys staying active with Pilates and tennis. Kim is dedicated to giving back and helping strengthen the local community. She is currently on the board of directors for Kristi House and on the United Way Women Executive Committee. She also works with animal shelters to help find fosters and permanent homes for dogs.
Raymond James is not affiliated with the above organizations and/or charitable causes.
