Kimberly Holmes

Portfolio Associate

Cincinnati

Kimberly is a Portfolio Associate at 1919 Investment Counsel. In her role, Kimberly works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning.

Before joining 1919, Kimberly held various positions in client service, marketing, and account management. Outside of the office, she enjoys reading, figure skating, illustrating, and running with her dog.

Kimberly received her B.A. in International Studies from Northern Kentucky University.

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