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Chief Compliance Officer
For over 19 years, Kimberly has worked in the financial services industry, first at Paine Webber and UBS, then at Morgan Stanley. As Chief Compliance Officer, Kimberly is responsible for monitoring and directing daily operations and 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 clients’ expectations.
Born in New Jersey, Kimberly graduated from Framingham State College with a B.A. in Communications and a Corporate Communications concentration. She enjoys spending quality time with her family. Kimberly is actively involved with the American Cancer’s Society’s Relay for Life in Arlington, recently chairing the event. Kimberly lives in Arlington with her partner Scott and their daughters Emma and Hanna.
Kimberly Van Winkle holds 66 securities licenses.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
Phone: | 978-318-9500 |
Fax: | 978-318-9505 |
Email: | info@twelvepoints.com |