Kimberly Argüello, Senior Investment Portfolio Analyst, has over fifteen years of experience in the investment industry. Her focus is on providing investment advisory services to foundations, endowments, and ultra-high net worth clientele. Her responsibilities include conducting analyses of investment opportunities, asset allocation construction and implementation of asset/portfolio allocation strategies. Prior to joining Raymond James, Kimberly provided advisory services for ultra-high net worth clients with J.P. Morgan, WE Family Offices, Provenance Wealth Advisors, and U.S. Trust/Bank of America Private Bank.
Kimberly earned her CFA charter designation in 2008. She holds a Master of Business Administration with a focus on International Business from the University of Miami. She also holds a Master of Science in Finance with a specialization in Investments, and a Bachelor of Business Administration – Finance from Florida International University.
Kimberly is actively involved in the Miami community. She has served as a member of the Board of Directors for the CFA Society Miami since 2019. Within the University of Miami community, she’s been an active mentor for Miami Herbert Business School since 2015 and was involved in University of Miami athletics, serving as a member of the coaching staff for the Spirit Program from 2013-2016. Her spirited passion for football and dance also led her to become a cheerleader in the National Football League with the Miami Dolphins, Ltd.
Kimberly was born and raised in Miami. She has a loving husband and young son who share the name Hector and a dog named Daisy. In her spare time Kimberly enjoys physical fitness and anything involving Disney.
