Kimberly DuBord is a Managing Director, Wealth Advisor for Cresset. She brings more than 25 years of experience in the investment and wealth management industries. As a Wealth Advisor, she works with a team of experts to provide advice and solutions designed to help families grow and protect their wealth today and for generations to come. Kimberly was named to the Forbes Best-In-State Women Wealth Advisors list in 2022, 2023, 2024, 2026; the Forbes Best-In-State Wealth Advisors list from 2022 to 20261; and Barron’s Top 1,500 Financial Advisors Best-In-State list in 20262.
Prior to joining Cresset in 2017, Kimberly was an Advisor in J.P. Morgan’s Private Bank, responsible for more than $2 billion in client assets. Beginning in 2013, she served families, business owners, corporate executives and private foundations providing customized advice on generational wealth transfer, financial planning, asset preservation and growth, specialized lending and philanthropic giving.
Previously, Kimberly was the Director of Research for an independent investment research firm, Briefing Research, where she was responsible for setting the firm’s thematic and commodity strategy for family offices, money managers and private clients. Kimberly moved to Chicago in 1997 to join Driehaus Capital Management as an International Equity Analyst covering Asia and the emerging markets. There, she provided investment idea generation for regional and global equity strategies.
Kimberly has an MBA in finance from DePaul University’s Kellstadt Graduate School of Business. Kimberly holds the Certified Private Wealth Advisor® certification, earned through a program offered in conjunction with the Yale School of Management. She is also a member of the Investments & Wealth Institute and maintains a FINRA Series 65 license.
Kimberly is actively involved in her community. She currently serves on the Philanthropy Committee for The North Shore Exchange, which supports organizations serving children and families at or below the poverty level. Kimberly and her husband, Paul, are proud parents of twins, Jack and Alexandra.
1 Kimberly DuBord was named to the 2026, 2024, 2023, 2022 Forbes Best-In-State Women Wealth Advisors Lists (awarded on February 4, 2026, February 8, 2024, February 2, 2023, February 4, 2022), and the 2026, 2025, 2024, 2023, 2022 Forbes Best-In-State Wealth Advisors List (awarded on April 7, 2026, April 8, 2025, April 3, 2024, April 4, 2023, April 7, 2022). Rankings developed by SHOOK Research using proprietary algorithm. Cresset paid no application fee to participate.
2 Kimberly DuBord was named to 2026 Barron’s Top 1,500 Financial Advisors by State List (awarded on March 20, 2026). Rankings developed by Barron’s using proprietary survey. Cresset paid no application fee to participate.