MARKETS, MONEY MANAGEMENT
Kimberly DuBord
Partner and Managing Director,
Cresset Wealth Advisors
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About Kimberly
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.
Kimberly's Videos
Research shows that women investors are more likely than men to seek out investments that offer growth potential while also limiting the danger of sharp losses. That emphasis on downside protection is an especially smart approach today, given the risks associated with the aging bull market. This panel will discuss specific strategies and investment picks that will allow you to dampen risk without giving up solid gains.
Kimberly DuBord
MARKETS
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