Kimberly has extensive experience helping individuals and families integrate investment strategy, philanthropy and estate planning into cohesive wealth management plans. In addition to managing client relationships, Kim leads the U.S. Advisory team for the East Coast. Kim worked at Tiedemann Advisors for 19 years before the transaction that created AlTi. She also gained experience in mergers and acquisitions, advising companies in the aerospace, defense, steel and other industries while working for UBS. Kimberly is a Chartered Financial Analyst® with a Bachelor of Arts degree in economics and history from Duke University, where she is a Member of the Alumni Admissions Advisory Committee.