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Kimberly Van Winkle Email & Phone Number

Chief Compliance Officer at Twelve Points Wealth Management
Location: Concord, Massachusetts, United States 3 work roles 2 schools
1 work email found @twelvepointswealth.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@twelvepointswealth.com
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Current company
Twelve Points Wealth Management
Role
Chief Compliance Officer
Location
Concord, Massachusetts, United States
Company size
13 employees

Who is Kimberly Van Winkle? Overview

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Quick answer

Kimberly Van Winkle is listed as Chief Compliance Officer at Twelve Points Wealth Management, a with 13 employees, based in Concord, Massachusetts, United States. AeroLeads shows a work email signal at twelvepointswealth.com and a matched LinkedIn profile for Kimberly Van Winkle.

Kimberly Van Winkle previously worked as Portfolio Associate at Morgan Stanley Wealth Management and Senior Registered Client Associate at Ubs Wealth Management. Kimberly Van Winkle holds Bachelor Of Arts (B.A.), Communication, General from Framingham State College.

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*@twelvepointswealth.com
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AeroLeads found 1 current-domain work email signal for Kimberly Van Winkle. Compare company email patterns before reaching out.

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Profile bio

About Kimberly Van Winkle

I am a founding member of Twelve Points and for over 25 years, I have worked in the financial services industry, first at Paine Webber and UBS Financial Services, then at Morgan Stanley. As Chief Compliance Officer, I am responsible for monitoring daily regulatory compliance for all Twelve Points entities, including Twelve Points Wealth Management, Twelve Points Retirement Advisors, and Twelve Points Capital, and ensuring the highest level of service to exceed our client’s expectations.I was born in New Jersey and graduated from Framingham State College in Framingham, MA with a B.A. in Communications and a Corporate Communications concentration. I currently live in Arlington with my partner Scott and our daughters Emma and Hanna.

Listed skills include Financial Services, Client Services, Wealth Management Services, Financial Compliance, and 3 others.

Current workplace

Kimberly Van Winkle's current company

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Twelve Points Wealth Management
Twelve Points Wealth Management
Chief Compliance Officer
concord, massachusetts, united states
Website
twelvepointswealth.com
Employees
13
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3 roles · 18 years

Kimberly Van Winkle work experience

A career timeline built from the work history available for this profile.

Chief Compliance Officer

Current
Twelve Points Wealth Management

Greater Boston Area

As a Registered Investment Advisor and fiduciary, Twelve Points Wealth Management is legally obligated to put the needs of its clients first. In addition to managing investments for high net worth individuals, Twelve Points Wealth Management provides comprehensive financial planning. The firm also offers customized retirement plan advice, fiduciary oversight and employee education for businesses through Twelve Point Retirement Advisors.

Jun 2014 - Present
Team & coworkers

Colleagues at Twelve Points Wealth Management

Other employees you can reach at twelvepointswealth.com. View company contacts for 13 employees →

ES Emily Synan Emily Synan Colleague at Twelve Points Wealth ManagementWashington, District Of Columbia, United States View → MK Maya Keenan-Gallagher Maya Keenan-Gallagher Colleague at Twelve Points Wealth ManagementConcord, Massachusetts, United States View → NK Nick Kuzia Nick Kuzia Colleague at Twelve Points Wealth ManagementFranklin, Massachusetts, United States View → JD Jack Duffy Jack Duffy Colleague at Twelve Points Wealth ManagementWaltham, Massachusetts, United States View → CM Connor Mackenzie Connor Mackenzie Colleague at Twelve Points Wealth ManagementNewton, Massachusetts, United States View → CM Carolyn Mullins Carolyn Mullins Colleague at Twelve Points Wealth ManagementGroton, Massachusetts, United States View → RC Rebecca Cloutier Rebecca Cloutier Colleague at Twelve Points Wealth ManagementBoston, Massachusetts, United States View → HL Hillary Lyon Hillary Lyon Colleague at Twelve Points Wealth ManagementUnited States View → FM Finbar Mahoney Finbar Mahoney Colleague at Twelve Points Wealth ManagementGrafton, Massachusetts, United States View → MK Maya Keenan-Gallagher Cepa® Maya Keenan-Gallagher Cepa® Colleague at Twelve Points Wealth ManagementDedham, Massachusetts, United States View →
2 education records

Kimberly Van Winkle education

Education record

Montville High School
FAQ

Frequently asked questions about Kimberly Van Winkle

Quick answers generated from the profile data available on this page.

What company does Kimberly Van Winkle work for?

Kimberly Van Winkle works for Twelve Points Wealth Management.

What is Kimberly Van Winkle's role at Twelve Points Wealth Management?

Kimberly Van Winkle is listed as Chief Compliance Officer at Twelve Points Wealth Management.

What is Kimberly Van Winkle's email address?

AeroLeads has found 1 work email signal at @twelvepointswealth.com for Kimberly Van Winkle at Twelve Points Wealth Management.

Where is Kimberly Van Winkle based?

Kimberly Van Winkle is based in Concord, Massachusetts, United States while working with Twelve Points Wealth Management.

What companies has Kimberly Van Winkle worked for?

Kimberly Van Winkle has worked for Twelve Points Wealth Management, Morgan Stanley Wealth Management, and Ubs Wealth Management.

Who are Kimberly Van Winkle's colleagues at Twelve Points Wealth Management?

Kimberly Van Winkle's colleagues at Twelve Points Wealth Management include Emily Synan, Maya Keenan-Gallagher, Nick Kuzia, Jack Duffy, and Connor Mackenzie.

How can I contact Kimberly Van Winkle?

You can use AeroLeads to view verified contact signals for Kimberly Van Winkle at Twelve Points Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Kimberly Van Winkle attend?

Kimberly Van Winkle holds Bachelor Of Arts (B.A.), Communication, General from Framingham State College.

What skills is Kimberly Van Winkle known for?

Kimberly Van Winkle is listed with skills including Financial Services, Client Services, Wealth Management Services, Financial Compliance, Securities Regulation, Commodity Markets, and Corporate Retirement.

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