Kimberly Clouse is a Partner Advisor with AdvicePeriod. For more than 20 years, Kimberly has offered an integrated family office approach, allowing her clients to benefit from the strategies that the country’s largest families use to manage their wealth. Going beyond investments, Kimberly’s work incorporates wealth transfer, tax, and philanthropic considerations as well as the intricacies of family dynamics. Having been a founder/CEO/owner, Kimberly is a thought partner for her business leader and executive clients.
Because significant life events are the key drivers of change in a family’s financial strategy, Kimberly developed the Money Milestones™ framework to support and structure client discussions across multiple generations of client families. Kimberly also employs Money Milestones™ as a rubric in her teaching, writing and other financial education initiatives.
Immediately prior to joining AdvicePeriod, Kimberly was the CEO and Founder of Via Global Advisors, an independent investment advisory firm. Kimberly started her career at Goldman Sachs and J.P. Morgan, and later served as Managing Director of Athena Capital Advisors, a firm specializing in institutional-sized private clients. As CEO of Hale and Dorr Wealth Advisors, she defined the company’s strategy and oversaw the turnaround of the firm. Kimberly also chaired the Advisory Board of Covestor, an automated investment management marketplace.
Kimberly is an active member of YPO Gold, the graduate organization of the Young Presidents’ Organization (YPO), a global leadership organization of chief executives. She serves on the Board of Directors of Market Street Trust Company and the Coolidge Corner Theater Foundation, an independent, non-profit cultural institution, as well as Brookline Community Foundation as an investment committee member. She was recently invited to join Vanguard’s Advisor Steering Committee. Kimberly was named one of Boston Business Journal’s ”40 Under 40 Rising Stars.”
Kimberly earned her MBA from Harvard Business School and graduated summa cum laude from Rice University.
Boston Business Journal 40 under 40 awards are based on their influence on local business and industry, and their contributions to the civic health of Greater Boston through volunteer work and other forms of philanthropy.