Kimberly M. Richey
CFP®, MBA
Senior Business Development Officer / Member Owner
“Wealth is the ability to fully experience life.” – Henry David Thoreau
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Education &
Affiliations &
Kimberly Richey serves as a senior business development officer in our Chicago Loop office, where she focuses on building and deepening relationships that support the firm’s growth initiatives.
A CERTIFIED FINANCIAL PLANNER® professional, Kimberly has broad financial services experience shaped by her previous roles at Goldman Sachs and Apollo Global Management. Her background spans multiple asset classes, client segments, and global markets, giving her a well-rounded perspective on the needs of sophisticated investors and advisory firms.
She remains actively engaged in her community through volunteer work with several Chicago-based organizations, including Big Shoulders and Junior League.
Kimberly earned her bachelor’s degree, graduating magna cum laude, from Bucknell University. She also holds a Master of Business Administration (MBA) in finance and entrepreneurship from the University of Chicago Booth School of Business.
A passionate traveler, Kimberly enjoys experiencing different cultures and places. She previously lived in the United Kingdom and the Caribbean and has visited more than 40 countries across five continents. She is always glad to exchange travel tips.
Education &
Designations
- Bucknell University
Bachelor of Arts, magna cum laude - University of Chicago, Booth School of Business
Master of Business Administration (MBA) in Finance and Entrepreneurship - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Big Shoulders – volunteer
- Junior League – volunteer
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.