Kim DeWitt

Trading-Equity at

LVW Advisors LLC

Consumer Services

Finance

Profile

Ms. Kim DeWitt is a Trading Specialist at LVW Advisors LLC.
She works closely with LVW’s private wealth team as a Trading Specialist.
Her diligence helps maintain the integrity of LVW’s trading system as she liases between the Investment Committee and private wealth advisors.
The SUNY Geneseo graduate held positions with AllianceBernstein, Deutsche Bank and Hefren-Tillotson Inc. before returning home to Rochester and joining the LVW team.

Kim DeWitt active positions

Companies	Position	Start
LVW Advisors LLC LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives.	Trading-Equity	-

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Linked companies

Private companies	2
State University of New York College at Geneseo State University of New York College at Geneseo Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
LVW Advisors LLC LVW Advisors LLC Investment ManagersFinance LVW Advisors' investment approach is based on the belief that asset allocation and diversification are the primary means through which a portfolio’s risk and return profile can be aligned with a client’s investment objectives. To implement each client’s individualized investment plan, the firm primarily allocates investment management assets among independent managers. LVW Advisors uses passive and active independent managers, as well as alternative investment strategies when appropriate. The firm generally has discretionary authority to select the independent managers, and then monitors and reviews the client’s account performance and investment objectives.	Finance

Private companies