Kimberly Clouse Joins TPW Financial as President

BOSTON--(BUSINESS WIRE)-- TPW Financial, one of the Boston area’s premiere wealth management firms, announced that Kimberly Clouse has joined the firm as President. Ms. Clouse is a well-known and highly respected leader in the private wealth management field and has extensive experience working with families, endowments, and foundations. Clouse will partner with Chitra Staley, CEO and CIO, on managing client relationships, formulating TPW’s investment strategy, and growing the business.

“Kimberly brings number of qualities that will be beneficial to the firm and our clients including extraordinary experience, high integrity, great conviction, and a deep understanding of the challenges and opportunities facing clients today,” said Ms. Staley. “Kimberly and I are committed to working with clients to help them navigate an increasingly complicated financial world, acting as true fiduciaries.”

Ms. Clouse joined forces with TPW because “its approach lines up beautifully with my sense of what investors need and deserve –wealth management that is client-focused, un-conflicted, and brings institutional quality to individuals.” She added, “TPW offers an unparalleled combination of a ‘manager of managers’ investment platform, an expertise in non-traditional investments, and a deep commitment to impact investing.”

Ms. Clouse was most recently a Managing Director at Athena Capital Advisors, a Boston-area investment advisory firm that works with some of the largest private clients in the country. Previously she was CEO of Hale and Dorr Wealth Advisors (now SilverBridge) where she was responsible for setting the firm’s strategic direction and managing key relationships. She started her career at Goldman Sachs and J.P. Morgan. Ms. Clouse serves on the Board of the Young Presidents' Organization’s New England Chapter and is the Champion of YPO’s recently-launched Women on Boards Initiative. She was named one of Boston Business Journal's ''40 Under 40 Rising Stars'' as well as a ''Top 10 Investment Advisor” by Boston Women’s Business. Kimberly earned an MBA from Harvard Business School and graduated summa cum laude from Rice University.

About TPW Financial: TPW Financial, founded by Chitra Staley in 2004, is an independent wealth management and financial planning firm that serves an exclusive group of clients. The firm delivers thoughtful, customized global investment solutions and seeks to manage risk, control costs, and add alpha while providing comprehensive, responsive client service. TPW’s clients, based nationally, include entrepreneurs, professionals, and individuals with inherited wealth.

2020 Women on Boards Malli Gero, 617-942-2744
[email protected]

Source: TPW Financial