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Kimberly A. Dwyer
Kim Dwyer is a senior relationship manager with more than 30 years of experience in the trust and investment management industry. In this role, her primary focus is providing comprehensive client service through investment and wealth management solutions that incorporate estate and tax planning strategies.
Kim began her career at State Street Bank & Trust Company, where she was a trust officer and portfolio manager. Prior to joining the firm in 2000, Kim was an associate vice president at Eastern Bank & Trust Company.
She earned a Bachelor of Science from Brigham Young University and is a graduate of the New England School of Banking at Williams College. Kim is a member of the Boston Estate Planning Council, serves as a board member of the Boston chapter of the BYU Management Society and is a member of the East Coast Advisory Board for the Young Investor’s Society.
Kimberly was selected as a Top 100 Women Advisors by The Financial Times in 2014. She also received the Women in Wealth Management Highly Commended Award by the Family Wealth Report in 2018. Kimberly has been honored to be included in Barron’s Top 100 Women Advisors in 2018 and 2019.