Kimberly Davis

Kim Davis is a Managing Director at Bernstein Private Wealth Management, responsible for Bernstein’s private client practice in New England. She splits her time between New York and Boston. As Managing Director, Kim leads a team that shares core principles of entrepreneurship, collaboration, and empathy. Together, they bring this mindset to advise high-net-worth families and their respective trusts, foundations, endowments, and pension plans. Also, her team provides initial structural (investment policy statements [IPS], spending policy, and governance) and ongoing (donor engagement and board education) support for not-for-profit institutions to empower organizations to achieve financial sustainability so they can focus on implementing their mission. Before becoming Managing Director in 2020, Kim joined Bernstein in 1998 as an associate, was promoted to Vice President in 2003, and was appointed Principal in 2009. She maintains her Series 7, 9, 63, 65, and 33 licenses and is a certified 2164 advisor. Kim is an angel investor for early-stage companies with a mission. She is an active member of Chief, a member of the Board of Directors of the Brennan Center for Justice, a member of the Philanthropic Board of Advisors for Boston Children’s Hospital and founding Board Member of the Council of Church Advisors.