Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about typical attitudes of US investors, specifically those considered to be mass affluent.
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:
- How is mass affluent defined?
- What are the general characteristics of the mass affluent?
- What are the primary concerns of the mass affluent?
- Do mass affluent investors work with advisors?
- What do the affluent generally think about their financial situations?
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.
Note: All opinions included in this radio episode are as of [August 11, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.