Senior Portfolio Manager
CurrentKim is the founder of Inglis Private Investment Counsel, an independent financial advisory group within Raymond James Ltd. With over 18 years of experience in the financial industry, Kim manages the holistic wealth management needs of private clients, families and institutions. She focuses on establishing strategies, processes, risk management, and asset management tools that meet targets and generate consistent performance. Kim is a recognized media professional dedicated to upholding the highest standards for education, ethics, and expertise. She believes that a global perspective is a necessity and that success is derived by stepping outside the pond.Areas of Expertise:• Wealth management• Portfolio management & construction• Investment strategies & asset allocation• Designations: CIM, PFP, FCSI, RIAC