Boston Women in Finance
Back to the Boston Women in Finance page...
"Distinguished Speaker" Kimberly Clouse on Wealth Management in 2010

Bank of America
100 Federal Street, 2nd Floor
Boston, MA 02110
Thursday, Apr. 29, 2010
12:00 PM  - 2:00 PM


Boston Women in Finance is pleased to have Kimberly Clouse, Managing Director of Athena Capital as our distinguished speaker for a lunch event focused on the wealth management industry today.  Ms. Clouse will discuss how the recent financial crisis has changed the way money managers advise their clients on their investments and how some clients are rethinking their risk tolerance and the deployment of their wealth in light of the recent economic environment.

About Ms. Clouse: Kimberly Clouse is a Managing Director of Athena Capital in the Client Advisory Group, where she manages a team that is responsible for relationship management, performance reporting and investment operations.  She joined the firm in 2008 after working as CEO of Hale & Dorr Wealth Advisors has previously held positions at US Trust Company, Goldman Sachs and JP Morgan & Co.   Ms. Clouse has extensive experience  advising high net worth individuals and families on their wealth management needs. (

Not Available for Booking
This activity has already ended.

Boston Women in Finance Purchase/refund policy: Refunds will not be processed, although a credit for a future event will be allowed, if you unRSVP 48 hours in advance.

Acteva's Purchase/refund policy: Refunds and cancellations are provided only at the discretion of the organization hosting or sponsoring this event. Acteva issues credits only when directed to do so by the sponsoring organization. Contact or the sponsoring organization for further details.

This event was published with the Internet's Leading Online Event Registration and Payment Solution - Acteva. Increase participation, reduce administrative costs and make more money on events of all kinds with Acteva.
Acteva's Home Page Security Acteva Privacy Policy Questions Contact Acteva