Kimberly Hu is an Investment Counsellor for BNY Mellon Wealth Management, Advisory Services. In this role, she works directly with clients to address their investment and wealth management needs, assisting them with portfolio strategy design and implementation, and investment manager recommendation as well as continuous portfolio oversight.
Kimberly joined the firm in 2008 as an Investment Analyst and was subsequently promoted to Senior Investment Analyst and Associate Investment Counsellor. She became an Investment Counsellor in 2016. Kimberly has developed extensive experience working with institutional and high net worth clients in designing, recommending, proposing and implementing customized investment strategies, in addition to assisting with manager research. Kimberly is also responsible for the oversight and investment management of the firm’s proprietary funds.
Kimberly received her Bachelor of Commerce (Honours) degree from Queen’s University. She is a CFA charterholder and a member of the Toronto CFA Society.