Kim manages balanced and equity portfolios for institutional and private wealth clients. She is a member of the Boston Trust Walden Board of Directors and serves as chair of the Community Reinvestment Committee. She also serves on the Investment, Trust & Investment, and ESG Research & Engagement Committees.
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 currently serves as Treasurer and on the board of US SIF: The Forum for Sustainable and Responsible Investment, the SRI industry trade group. She also 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.