Twelve Points Wealth Management
For over 19 years, Kimberly has worked in the financial services industry, first at Paine Webber and UBS, then at Morgan Stanley. As Chief Compliance Officer, Kimberly is responsible for monitoring and directing daily operations and regulatory compliance for all Twelve Points entities, including Twelve Points Wealth Management, Twelve Points Retirement Advisors and Twelve Points Capital, and ensuring the highest level of service to exceed our clients’ expectations.
Born in New Jersey, Kimberly graduated from Framingham State College with a B.A. in Communications and a Corporate Communications concentration. She enjoys spending quality time with her family. Kimberly is actively involved with the American Cancer’s Society’s Relay for Life in Arlington, recently chairing the event. Kimberly lives in Arlington with her partner Scott and their daughters Emma and Hanna.
Twelve Points Wealth Management
Twelve Points was founded to bring trustworthiness back to an industry that has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry.