Kim is a Senior Wealth Manager in New York City at SAM Wealth Management, a leading boutique firm that specializes in serving high-net-worth and ultra-high-net-worth investors. She graduated Magna Cum Laude with a B.B.A. in Finance from Sam Houston State University and post-graduate studies at the University of Georgia, Terry College of Business. She is a fiduciary of over $200 million in client AUM at SAM and is skilled in portfolio management, investment strategies, tax planning, estate and financial planning and has over 12 years of experience in the financial services industry.Kim strives to provide a true partnership with her clients, incorporating a holistic financial approach to meeting their financial goals. She leads a team in implementing customized solutions that align with the clients' risk tolerance, time horizon and objectives.
She also speaks to investors around the country about financial planning and its importance for high-net-worth and ultra-high-net-worth investors in preserving multigenerational wealth, sharing her insights into recent legislative changes and best practices.
She is passionate about helping her clients achieve financial security and peace of mind and values trust, integrity and excellence in her work.
Phone: 646-854-9038 | Email: k.threadgill@stansberryam.com | Website: www.stansberryam.com
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