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John Kim

John Kim

Director of Portfolio Management

John has over two decades of experience working alongside financial advisors helping clients reach their financial goals.  He spent much of his career at a major San Francisco-based bank supporting the elite tier of the bank’s financial advisors with portfolio management, specifically helping to manage risk in investment portfolios.  He also has experience with portfolio analysis, trading, and operations having successfully managed teams at two large institutional investment firms and guided investment selection at an independent advisory firm in San Francisco.  

John is a graduate of the University of California, Berkeley and received a master's in finance, cum laude, from Saint Mary's College.

Having been raised in Texas, he never misses the opportunity to enjoy the scenic beauty of the Northern California coast or the Sierras with his wife, young daughter, and their beloved Norwich terrier.