Kimberly joined Cape Cod 5’s Trust and Asset Management team as a Senior Wealth Management Officer in 2009. Her professional background includes the position of Senior Vice President at the Cape Cod office of a leading wealth management firm. During her twenty two year tenure, Kimberly gained considerable experience in trust administration and portfolio management. Kimberly is a graduate of Providence College and the ABA Graduate Trust School at Williams College.
As a 30 year resident of Cape Cod, she developed deep roots in our community. Kimberly served as a Trustee of the Cape Cod Symphony and Conservatory and Steering Committee of the Osterville Business Association for twenty years. Additionally, she volunteered for the Saint Vincent de Paul Society and Rotary Reading Outreach program for elementary students new to the Cape from other countries. Kimberly is currently the Treasurer of the Cape Cod Hospital Auxiliary Thrift Shop.
Kimberly resides with her husband in Pembroke. On weekends, they can often be found in their Maine getaway.
• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |