Partner and Managing Director
Cresset Wealth Advisors
Kimberly DuBord is a partner and managing director for Cresset Wealth Advisors and brings to Cresset over 25 years of experience in the investment and the wealth management industries. As a wealth advisor, she works with a team of experts to provide advice and solutions for families to help grow and protect their wealth today and for generations to come. Most recently, Ms. DuBord was an advisor in J.P. Morgan's Private Bank, responsible for over $2.0 b in in client assets. Since 2013, she served families, business owners, corporate executives, and private foundations providing customized advice on generational wealth transfer, financial planning, asset preservation and growth, specialized lending, and philanthropic giving.
Protecting and Growing Your Portfolio in an Aging Bull Market
February 7, 2019, 11:15 am - 12:00 pm