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Kimberly Clouse, Covestor’s Private Client Advocate and Advisory Board Chair joins Covestor Radio to discuss what determines an investor’s type, what are the types and why it is important. Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.
Listen to host Eric Dye & guest Kimberly Clouse discuss the following:
- What is an investor type and why is it important?
- What determines an investor’s type? And what are the types?
- Briefly describe each type. How are their needs different?
- How does an investor type change over time or does it change overtime?
- What types of advisors are best suited to two types who rely on advisors?
About Kimberly Clouse
Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.
Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.
She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.
Links: Covestor.com
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