Kim M. van Zee
Senior Vice President

Kim has responsibility for daily oversight of account transactions and administrative matters. Previously, Kim held the position of Client Service Associate for Oppenheimer & Co. Inc. Her focus was on operational efforts and client support; overseeing the account opening process, account reconciliation and other related matters, while working directly with clients to provide general day-to-day account activities. She also assisted with the sales and marketing functions, preparing client presentation materials and provided additional office management support. Kim had similar responsibility at US Trust Company, N.A. (successor to NC Trust Company) and also held various administrative positions at Halstead Industries, Inc. She has more than 19 years of experience in the financial services industry.