OUR TEAM

George Kimball CFA, founder and Chief Investment Officer, has worked with individuals and families as a financial advisor for over 30 years. George brings in-depth planning and investment experience in financial markets across multiple asset classes.

He has worked as a senior advisor for several world class wealth managers, including US Trust/Bank of America, JP Morgan and Wilmington Trust. He is a member of the Boston Security Analyst Society, CFA Institute and the Boston Estate Planning Council. He received a BA from Hamilton College and an MBA from the Fuqua School of Business, Duke University.

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