Kimberly Carlson

Client Service Associate

Kimberly has been involved in the financial services industry since 1993 and has built an extensive career servicing a range of clients from non-profit organizations to high-net worth individuals, with an emphasis on alternative investments. Prior to joining Vivaldi Capital, she was an Institutional CSA at Fiducient Advisors in Chicago. Kimberly earned a Bachelor of Arts Degree in Advertising/Marketing from Columbia College Chicago. She enjoys spending time with family at the Indiana Dunes, visiting Northern California’s wine country, Ravinia and football. In her spare time, she volunteers in her community with her 2 children.