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"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

Details

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. (www.athenacapital.com).

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