Kimberly’s strong work ethic, inquisitive nature, and desire for continued learning have been the biggest drivers of her career. Having admired Burgundy for its culture of honesty, integrity, and putting clients first, Kimberly joined in 2017. As a Relationship Manager, she looks forward to serving her clients by understanding and meeting their challenges and developing a trusting relationship while consistently learning and growing in her role.

Burgundy Experience

  • Joined Burgundy in 2017
  • Previous roles include: Associate Relationship Manager, U.S. & International Institutional Group, Associate, Investment Reporting; Account Manager, Client and Account Operations

Relevant Experience

  • 5+ years of combined professional experience

Education

  • CFA Level III Candidate
  • Bachelor of Arts (Mathematics), Bard College

Memberships and Community

  • Co-President, Burgundy’s Client-Facing Mentorship Program