Kim joined the operations team in 2019. Kim is responsible for coordinating and implementing the firms operational efforts including implementing and documenting new workflows, ensuring data integrity, managing our software development process, and managing our vendor relationships. She has worked in the investment industry since 2002. Prior to joining Kovitz in 2017, Kim was a Senior Operations and Performance Analyst at Segall Bryant & Hamill. There she helped to maintain client and composite performance, calculated the firm's cashflows and AUM and backed up equity trade settlement. Kim was also a Portfolio Administrator at Perritt Capital Management. There she worked with the investment management team to provide support to individual and institutional clients and performed all operational tasks.