Kimberly Clouse in

Kimberly Clouse

Go-getter · DISC type d
Managing Director at Altium Wealth
📍 Brookline, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
23 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Brookline, Massachusetts, United States
Personality Overview

How Kimberly shows up

Direct & Candid
Self-Confident
Fast-Paced

They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Priorities

Topics Kimberly cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2024
Managing Director
Altium Wealth
9-2021 - 9-2023
Advisory Board Member
Mariner Advisor Network
7-2020 - 10-2024
Partner Advisor
AdvicePeriod
7-2013 - 4-2015
Advisory Board Chair
Covestor
3-2013 - 10-2020
Founder & CEO
Via Global Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1997
MBA
Harvard Business School
1987 - 1991
BA
Rice University
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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