Kim Speese

Junior Portfolio Manager

202.955.7224kim@raffawealth.com

Ms. Speese is a Junior Portfolio Manager at Raffa Wealth Management. Kim supports the firm’s Senior Portfolio Manager and Chief Investment Officer in their portfolio management, operational, and administrative responsibilities. Kim Joined RWM in 2020.

Kim graduated from Towson University with a Bachelor of Science in Finance where she played for the women’s soccer team. Kim’s career began in 2013 at Morgan Stanley as a Margin Analyst. Kim then joined Merrill Lynch as a Wealth Management Associate, primarily working with individuals to address their financial planning and portfolio management needs.

Education

  • Towson University, B.S., Finance