VISION 360 CAPITAL PARTNERS - Key Persons

Job Titles:

• Senior Portfolio Manager
• Vice President

Kimberly Philbin has over 20 years of portfolio management experience in investment management, through her work at two large national trust companies in the Naples, Florida area. Her most recent trust company experience was unique, in that she was recruited as an early pioneer to help establish a wealth management and trust company from the ground up. As Vice President and Senior Portfolio Manager, Kimberly chaired the Investment Policy Committee, which determined corporate-wide investment strategy for all client portfolios. She also played a pivotal role in building the trust company's "model stock portfolio" and "recommended purchase lists" while simultaneously serving on the Internal Finance Committee, which oversaw and advised upon the trust company's own capital portfolio. Additionally, she was tapped to lead numerous investment roundtable discussions and educational seminars for various offices. While serving in the aforementioned capacities, Kimberly honed her true passion for developing and implementing strategies to help clients attain their financial aspirations. Along the way, she came to realize being a part of a large organization precluded her from delivering truly personalized customer-centric solutions and service. Determined to make a real difference, in mid-2015 Kimberly launched Vision 360 Capital Partners, a boutique investment advisory. Kimberly earned a Bachelor of Science degree in Finance from Florida Gulf Coast University, graduating Cum Laude. She is also a graduate of the Florida Bankers Association Graduate Trust School and has completed graduate studies at The Cannon Financial Institute at Boston University. Philbin is a licensed Investment Advisor Representative in the State of Florida and is a member of the Chartered Financial Analyst Society. Kimberly is actively involved in her community and has volunteered for Big Brothers/Big Sisters, Habitat for Humanity, United Way, and was a board member for Bosom Buddies Breast Cancer Support, chaired the annual fundraising gala for the Center for the Arts of Bonita Springs, and is a graduate of Leadership Bonita, which is affiliated with The Bonita Springs Chamber of Commerce. At present, Kimberly volunteers with The Naples Sports Foundation and keeps game stats for the girls' basketball program at Barron Collier High School. She also supports the Humane Society of Naples, The Shelter for Abused Women and Children, and St. Jude Children's Research Hospital. Kimberly enjoys athletics, music, reading, travel, good food, and considers chocolate and wine basic food groups. In addition, she is a mom to three loving Miniature Schnauzers named Boris, Moxie and Schatzy.