Please join the NY Chapter of The Coalition of Women’s Initiatives in Law for a virtual presentation on February 27, 2024, noon-1pm Eastern for an informative lunchtime program with Kimberly Rose, Executive Director at J.P. Morgan Private Bank. This virtual program is open to all Coalition chapters!

Kimberly will discuss the following:

• Understanding your financial goals and intent of your wealth
• Is your planning, investing and savings tax efficient?
• Is your estate organized?
• What do your children know about money?
• Cyber Awareness and Fraud Protection

Learn more about Kimberly:

Kimberly Rose is an Executive Director and Banker in the Greenwich, Connecticut, office of J.P. Morgan Private Bank.  Kimberly’s career at J.P. Morgan started over 20 years ago.  She joined the firm as a Trade Finance specialist in the Commercial Bank. She then moved into the Investment Bank, where she was responsible for credit sales and trading activity for over 30 institutional accounts with diverse investment requirements.

After spending her career helping institutional clients in the Investment and Commercial Bank, Kimberly decided to bring her love of the markets and investment expertise to a more personal level, and joined the Private Bank, where her clients are now high net worth families and individuals. In addition, Kimberly has a passion for helping empower and educate women over their finances, estates and overall financial literacy. Kimberly is Co-Head of the Women and Wealth national organization in the J.P. Morgan Private Bank where she is responsible for developing content and programing for J.P. Morgan as well as the firm’s clients across the entire country. Locally, she has developed a Women’s Event Series, where she organizes various discussion topics on a regular basis. 

A graduate of Bucknell University, Kimberly earned a B.A. in Economics with a concentration in Management and a minor in International Business. She holds an M.B.A. from the Stern School of Business at New York University, where she was one of five individuals to be sponsored by J.P. Morgan Chase for its Executive Program. Kimberly’s Finra licenses include the Series 7, 63 and 65. She has her National Association of Insurance Commissioner’s license and is licensed as a Certified Divorce Financial Analyst (CDFA).  

Kimberly and her three sons live in Darien, Connecticut, where the entire family is focused on baseball. She is involved in her community and recently finished her tenure as President of the PTO at her children’s school. Kimberly is a four-time finisher of the New York City Marathon and has completed a triathlon. To relax, she enjoys golf, tennis, paddle and watching a lot of little league and travel baseball.