By Xavier Brenner
As part of Covestor’s Next Invest conference, Covestor’s Mike Tarsala recently spoke with Private Client Consultant Kimberly Clouse about women investors and how financial service firms can better reach and serve them. Clouse conveyed the little-known fact that women now control most of the household wealth in America. Women also of course attend the best graduate schools and now finish college in greater numbers than men. That’s “an opportunity that financial firms don’t want to miss,” as Clouse sees it.
Video: Private Client Consultant Kimberly Clouse
Clouse has earned several professional awards, including being named a 2013 Boston area “Five Star Wealth Manager” and a “Top 10 Investment Advisor” by Boston Women’s Business. Clouse is also a member of Covestor’s Investment Advisory Board. Earlier, she served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Silver Bridge.
See more content from the recently completed Next Invest conference on Covestor’s YouTube channel.
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