Kim Cappellano

Chief Marketing Officer, Founding Partner, Director of Philanthropic Services

Historical Relationship Tenure: 10 years

Years of Experience: 20 years

Educational Background

  • University of Notre Dame, MNA
  • Creighton University, MBA focused on Quantitative Analysis
  • Indiana University, BS, Business Administration and Management
  • AA, Financial Planning

Designations/Certifications/Classes

  • Certified Trust and Fiduciary Advisor (CTFA®)
  • Yale University - Women’s Executive Leadership Program
  • Graduate, Wells Fargo Business Succession Planning I & II
  • Graduate, Wells Fargo Family Dynamics Training 

Other Notable Information

  • Kim is a member of the Executive Committee, co-chairs Private Wealth Operations and Marketing Committees
  • Trust and estate planning expertise
  • Philanthropic services expertise for nonprofits and private family foundations