Kimberly Lynne Pierce

Ms. Kimberly L.
Pierce, CFA, is a Senior Portfolio Manager & Partner at Slatestone Wealth LLC.
She is a Member of the Investment Policy Committee and brings more than 25 years of experience in managing customized investment portfolios and advising high-net worth families to SlateStone.
She joined SlateStone Wealth in August 2018, as Partners, where they continue to provide for the long-term continuity and custom management of their clients’ wealth and her investment skills will be of benefit to all clients.
Prior to joining SlateStone Wealth, Ms. Pierce was Vice President and Director of Daniel Devine & Company, a firm she co-founded in 2004.
The Registered Investment Advisory firm provided individualized investment management services and advice to high-net worth families based in the US and internationally.
Before beginning their own firm, she at MeesPierson (Bahamas) Limited, a private trust bank located in Nassau, Bahamas.
Her ten years of work there contributed to her depth of knowledge in securities analysis, as well as international trust and banking.
Her consultative approach aligns with the firm’s team of professionals who provide long-term generational advice on a day-to-day basis.
Ms. Pierce received her Master’s degree from the University of Rhode Island in 1987 and her Bachelor’s degree from Boston College in 1983.
She earned the Chartered Financial Analyst (CFA) designation in 2001.