Kimberly Clouse


Kimberly Clouse is a Partner Advisor in the Boston area, serving clients who primarily reside in New England and California. Immediately prior to joining AdvicePeriod, Kimberly was the CEO and Founder of Via Global Advisors, an independent investment advisory firm. Early in her career, Kimberly worked 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 serves on the Board of Directors of Market Street Trust Company, the family office of the Houghton family. 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 the Coolidge Corner Theater Foundation, an independent, non-profit cultural institution, as well as the investment committee of the Brookline Community Foundation.

Kimberly earned her MBA from Harvard Business School and graduated summa cum laude from Rice University.

Recognition and awards

  • Boston Business Journal’s ”40 Under 40 Rising Stars.” 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.

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