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

Kimberly Leggett
Managing Director
Excalibur Management Corp
United States, Massachusetts, Wellesley
About Me
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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