Portfolio Administrator | Client Care Specialist
Kim has been working alongside Ron since 1991 and has been in financial services for 29 years. She is fundamental to Capstone Capital’s commitment to client service and high ethical standards. With her degree in banking, finance and her commitment to excellence Kim ensures Capstone’s service is of the highest integrity.
Kim’s extensive background in compliance ensures Capstone Capital archives the highest fiduciary standards. She has impeccable attention to detail as she sets up accounts, handles distributions or works directly with our clients. Because of her many years in asset management and finance, Kim is very knowledgeable and is ready and able to answer all of our client’s questions.