Kim is a co-founder of Canterbury Investment Management. As Chief Investment Strategist, Kim oversees and coordinates all aspects of Canterbury’s investment strategy. She has a wide breadth of knowledge and experience in global markets and sector and security analysis. Today, the ever-changing market environment requires an equally dynamic process to make adjustments in investing strategy. Kim is responsible for the coordination of the firm’s investment strategy with each client’s investment objectives and the timely execution of all portfolio adjustments.
Originally from Wabash, Indiana, Kim earned a bachelor’s degree in financial counseling and planning from Purdue University, where she completed all of the prerequisites for the Certified Financial Planner designation. After graduation, she began her career in the financial services industry with a New York stock exchange firm. Kim later joined Smith Barney’s Portfolio Management Group (PMG). During that time, she and PMG’s Senior Portfolio Management Director worked together to manage portfolios for high-net-worth clients.
Kim holds a Chartered Market Technician (CMT) designation, which is the premier designation in technical market analysis. She is a Chartered Retirement Planning Counselor, a designation earned through the College for Financial Planning in Denver, Colorado. Kim completed the two-year certified client-centered advisor program through American Business Visions in Santa Ana, California.
Kim is a member of the Market Technician’s Association. She is a frequent guest lecturer at Purdue University’s School of Consumer Science, where she discusses revolutionary advancements and the future of the investment management industry. Kim has over 16 years of experience in securities analysis, portfolio management, and compliance.