CoverProfile

Kimberly Leggett

Managing Director

Excalibur Management Corp

United States, Massachusetts, Wellesley

About Me

Kimberly worked as a CPA for Fox and Company and Grant Thornton in Boston with responsibilities in all areas of public accounting, federal and multi-state tax compliance, operating system and management audits and practice development. In 1985, she was a founding member of Leggett & Leggett, P.C. where she became the Managing Principal and led the firm’s growth in the areas of accounting, management advisory services, income tax planning and compliance, personal financial planning, and gift and estate planning. As part of the vision to provide fully integrated wealth management services to meet client needs, the company created Sierra Financial Management Corporation as a wholly-owned

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Profile Information

Managing Director

Excalibur Management Corp

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Wellesley

Massachusetts

United States

Oct 26, 2024

Work Experience

Excalibur Management Corp

Managing Director
Jan 2019 - Present
Email: kll@excalmgmt.com

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