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Financial planning tips for entrepreneurs with Covestor’s Kimberly Clouse

Posted: July 28, 2013 at 5:12 pm   /   by   /   comments (0)

Kimberly Clouse

Kimberly Clouse, an Advisory Board Chair at Covestor, an online asset management platform that enables investors to automatically replicate the trading strategies of emerging and nimble, established investment managers joins Enterprise Radio.

Listen to interview with host Eric Dye & guest Kimberly Clouse discuss the following:

  • What is the most important financial planning tip for an entrepreneur?
  • In addition to the emergency fund, what other general financial advice do you have for entrepreneurs?
  • What else should entrepreneurs do to protect themselves?
  • What type of advisor is best suited to working with entrepreneurs?
  • What should entrepreneurs be cautious about when working with a financial planner?

Duration: 7:15

Kimberly is a seasoned financial services executive with over 20 years’ experience in the financial services industry. In addition to being Advisory Board Chair at Covestor, an online asset management platform, she is also Founder & CEO of Via Global. In that role, Kimberly partners with her clients to help them navigate the complex, confusing landscape of investment advice and make more informed decisions.

A seasoned financial services executive, Kimberly has led and grown wealth management firms. Her clients greatly benefit from her direct knowledge of different business models. Kimberly is passionate about empowering financial consumers.

Kimberly has earned several professional awards, including being named one of Boston Business Journal’s ”40 Under 40 Rising Stars”, a 2013 Boston area “Five Star Wealth Manager” and a “Top 10 Investment Advisor” by Boston Women’s Business. She is also a member of the Young Presidents’ Organization (YPO).

Kimberly began her career as a securities analyst at Goldman Sachs.

Kimberly earned her MBA from Harvard Business School and has a BA in Political Science and Managerial Studies from Rice University.


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