Kim manages balanced and equity portfolios for institutional and private wealth clients. She serves as Chair of the Community Reinvestment Committee and as a member of the Investment Committee, Trust & Investment Committee, and ESG Research & Engagement Committee. She is a member of the Board of Directors of Boston Trust Walden Corporation.
Kim began her career in 1986 and joined Boston Trust Walden in 2011. Previously, she was a Managing Director at Atlantic Trust and a Senior Relationship Manager and Portfolio Manager for six years, primarily serving high net worth clients. She also worked with State Street Global Advisors as a Portfolio Manager and Product Engineer for over ten years and helped to establish their socially responsible investment (SRI) program.
Kim earned a BA in Economics from Middlebury College. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. She co-chairs the Investment Committees of the United Methodist Foundation of New England and the Second Church of Newton. She is a member of the Finance Committee of The Boston Club.