Eun Kim Overview
- Firm
- Aegis Wealth Man...
- Primary Position
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Co-Founding Part...
Eun Kim General Information
Biography
Ms. Eun Kim is a Co-Founding Partner and serves as Managing Partner at Aegis Wealth Management. She serves individuals, families, trusts, and private foundations as a Director of Aegis Wealth Management where she specializes in providing sophisticated and integrated investment advisory services and tax, retirement, estate, and other general planning services. Prior to forming Aegis, Rachel was a Manager in the Private Client Services practice of Ernst & Young. She worked with high net worth clients and executives on integrated wealth management, providing advice on a wide variety of financial planning and tax-related issues. Rachel was with Ernst & Young for nearly nine years and worked as an auditor before joining the Private Client Services practice. Rachel is a Certified Public Accountant (CPA) licensed in Virginia and has earned the Certified Financial Planner designation of the Certified Financial Planner Board of Standards, Inc. and the Certified Investment Management Analyst designation from the Investment Management Consultants Association. She holds a bachelor's degree in Commerce with a concentration in Accounting from the University of Virginia.
Contact Information
Address
- 6903 Rockledge Drive
- Suite 530
- Bethesda, MD 20817
- United States
Eun Kim Positions (1)
Firm name | Firm type | Title | Location | Industry | Since |
---|---|---|---|---|---|
Aegis Wealth Management | Limited Partner | Co-Founding Partner and Managing Partner | Bethesda, MD | Wealth Management Firm |
Eun Kim FAQs
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Who is Eun Kim?
Ms. Eun Kim is a Co-Founding Partner and serves as Managing Partner at Aegis Wealth Management.
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How much does Eun Kim typically invest?
Eun Kim's median deal size is
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What is Eun Kim’s main position?
Eun Kim’s primary position is Co-Founding Partner and Managing Partner.
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What are the contact details for Eun Kim?
Eun Kim’s email address is rk
and his phone number is +1 (301) .
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