View all offices »
View our local team »
100 Federal Street, 37th Floor
Boston, MA 02110
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 and serves as a board member of the Boston chapter of the BYU Management Society.
Kim has been included in several industry rankings, including Barrons’ 2018 Top Women Financial Advisors and Financial Times’ 2014 100 Women Financial Advisors. She was also recognized by Family Wealth Reportwith the Women in Wealth Management – Highly Commended award in 2018.
* Required fields
Internal Custody:If your assets are custodied with Atlantic Trust, please select the internal custody version of Atlantic Trust Portfolio Online to view your portfolio information.
External Custody:If your assets are custodied with an external custodian, such as Schwab, Fidelity or The Bank of New York, you may access the external version of Atlantic Trust Portfolio Online.
Sponsored Funds Investors:If you are an investor in any of the Atlantic Trust Sponsored Funds, you may access the Atlantic Trust Investor Dashboard here.
Safari Browser Users:To access login links, you will need to deselect the "Block pop-up windows" option under your security preferences.
For further assistance, please contact your Atlantic Trust client service team.