Kimberly Evans

Kimberly is a Managing Director and Senior Advisor in our Delaware office. In addition to managing client relationships, she co-leads the U.S. Client Advisory Team and is a member of the Management Committee for U.S. Wealth Management.

Kimberly has extensive experience helping individuals and families integrate investment strategy, philanthropy and estate planning into cohesive wealth management plans. Kim worked at Tiedemann Advisors for 19 years before the transaction that created AlTi. She also gained experience in mergers and acquisitions, advising companies in the aerospace, defense, steel and other industries while working for UBS’s investment bank.

Kimberly is a Chartered Financial Analyst® and graduated Summa Cum Laude from Duke University with a Bachelor of Arts degree in Economics and History. She currently serves on Duke’s Alumni Admissions Advisory Committee.