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Kimberly Clouse

Family Wealth Advisor | Board Member

Brookline, MA

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About

Kimberly Clouse partners with families to help them navigate the complex (and confusing) landscape of financial advice and make more informed decisions. A seasoned financial services executive, Kimberly has led and grown wealth management firms, and her clients greatly benefit from her direct knowledge of different wealth management business models. Kimberly is passionate about empowering financial consumers regarding the world of wealth management and investment advice.

Work experience
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Oct 2020 - Present

AdvicePeriod

Partner Advisor

For more than 20 years, Kimberly has offered an integrated family office approach, allowing her clients to benefit from the strategies that the country’s largest families use to manage their wealth. Going beyond investments, Kimberly’s work incorporates wealth transfer, tax, and philanthropic considerations as well as the intricacies of family dynamics. Having been a founder/CEO/owner, Kimberly is a thought partner for her business leader and executive clients.

Jul 2016 - Present

Massachusetts Institute of Technology - Sloan School of Management

Executive Education Teaching Assistant, Maximizing Your Personal Productivity

Work directly with MIT Sloan Faculty members Bob Pozen and Ben Shields as well as the MIT Sloan Executive Education group to design and deliver an impactful executive education program called *Maximizing Your Personal Productivity: How to Become an Efficient and Effective Executive.*

Mar 2014 - Present

Coolidge Corner Theatre Foundation

Member of the Board of Directors

Widely regarded as one of New England’s most beloved cultural landmarks, the Coolidge Corner Theatre is one of the nation’s most prominent independently operated movie theatres, run by the not-for-profit Coolidge Corner Theatre Foundation.

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Nov 2013 - Present

Market Street Trust Company

Independent Board Director

Independent Director and member of the Risk Management and Nominating/Governance Committees of Market Street Trust Company, a family office and New York State private trust company, which provides comprehensive wealth management for the founding family and other select client families. In 2013, Market Street was named by Private Asset Management as "Best Multi-Family Office -- Client Service" among MFOs with less than $2.5 billion in AUM.

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Jun 2008 - Present

Brookline Community Foundation

Investment Committee

The Brookline Community Foundation is a nonprofit organization that identifies and raises awareness of community needs, creates forums for public dialogue and problem solving, inspires philanthropy and volunteerism, and advances equal access to community resources and opportunities while strengthening and sustaining local nonprofits.

Mar 2013 - Oct 2020

Via Global Advisors

Founder & CEO

Kimberly Clouse brings nearly 20 years of financial services expertise to her clients, having working with some of the largest private clients in the country, quarterbacking the delivery of investment, estate, tax and philanthropic services. Kimberly founded Via Global to help clients navigate the increasingly complex – and conflicted – world of investment advice and make more informed financial decisions. Earlier in her career, Kimberly was Chief Executive Officer of Hale and Dorr Wealth Advisors, where she architected and oversaw the turnaround of the firm. She subsequently served as Managing Director of Athena Capital Advisors, a firm specializing in institutional-sized private clients. Kimberly earned her MBA from Harvard Business School and graduated summa cum laude from Rice University, where she was salutatorian.

Jan 2013 - Dec 2015

Private Trust Company

Independent Board Director

Independent Director & Fiduciary Committee Member of Private Trust Company that is part of governance structure of a family office based in Midwestern United States.

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Jul 2013 - Apr 2015

Covestor

Advisory Board Chair

Acquired by Interactive Brokers in April 2015, Covestor was an innovative, disruptive on-line marketplace that allowed investors to compare and select a diverse group of money managers. As Advisory Board Chair, Kimberly worked with the firm's executive team on strategic initiatives, helped identify industry trends through market intelligence, and brought additional thought leadership to the firm.

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Jan 2011 - Jun 2013

2020 Women on Boards

Strategic Advisor

Strategic Advisor to national campaign to increase % of women on U.S. company boards from ~15% to ≥ 20% by the year 2020.

Sep 2008 - Jun 2013

Young Presidents' Organization

Board Member

Board Member and Chapter Integration Officer. Inaugural Officer of YPO International’s Women on Boards initiative. YPO is a global network that unites approximately 20,000 business leaders in more than 120 countries around a shared mission: Better Leaders Through Education and Idea Exchange™.

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2008 - 2011

Athena Capital Advisors LLC

Managing Director

Led client relationship management, marketing, business development, and performance reporting for ~$3 billion investment advisory firm, serving institutional-size private clients, endowments and foundations. Majority of firm’s private clients are professional investors. Firm had largest average assets under management per client in 2009, 2010, and 2011. (Source: AdvisorOne.)

2005 - 2008

Hale and Dorr Wealth Advisors (predecessor to Silver Bridge)

Chief Executive Officer

Recruited to revitalize registered investment advisor, Hale and Dorr Wealth Advisors, the predecessor firm to Silver Bridge, owned by law firm WilmerHale LLP. Approximately 2/3rds of firm’s $1.5B in assets were in trust, with WilmerHale partners as trustees. Created and oversaw new strategic direction, migrating firm from proprietary investment manager to wealth advisor. Created a robust, centralized investment capability. Instituted “open architecture” investment platform. Redesigned business model and organizational structure. Assembled a new management team, and enhanced staff. Instituted more disciplined business management practices, especially compliance and risk management.

2001 - 2005

United States Trust Company, N.A.

Vice President, Family Wealth

Led West Coast team that architected and implemented comprehensive wealth management plans for families with > $50 million of investable assets. Member of West Coast Client Advisory Board.

1997 - 1999

JPMorgan

Client Advisor, Private Banking

Provided customized financial solutions to high net worth individuals. Managed > 50 relationships, and client base included 13 of 40 Northern California Fortune 400 members.

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1991 - 1995

Goldman Sachs

Securities Analyst

Securities Analyst, Equity Research. Formulated investment recommendations on ~20 North American banks. Financial Analyst, Investment Banking. Participated in investment banking transactions and solicitations for financial institutions worldwide. Promoted to Associate (i.e., Securities Analyst) after 18 months.

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