Kimberly L. Volk, CTFA, SPHR, MBA

DSC_6807-edited for webKimberly L. Volk has more than 15 years experience in executive capacities at wealth management/investment firms, a trust company and family financial offices, as well as expertise in compliance, risk management and operational finances. She brings that background to Aurora Financial Group, where she is Vice President of Finance and Chief Compliance Officer.

Professional Credentials

Kim possesses credentials in two specialized areas that are important to Aurora’s future. She holds the Certified Trust & Financial Advisor (CTFA) designation from the American Bankers Association and the strategic designation of Senior Professional in Human Resources (SPHR). As a result of Aurora’s unique business model, our client families require more sophisticated resources than investment management firms can typically provide.

Kim’s experiences include managerial positions as Chief Financial Officer at Spinnaker Trust, President of Monument Way Inc., an investment holding company, and the administrator and Chief Financial Officer for the Tureen & Margolin Law Firm and Tribal Assets Management Inc. These last assignments included the direction of two private family offices. She her MBA degree and is a Series 65 investment adviser.

Personal

In the Portland community, she’s been a volunteer civic participant with a number of public service and educational institutions, an active member of both the Maine Estate Planning Council and the World Affairs Council and the Portland Regional Chamber, as well as an advising member of the Finance Committee and Treasurer of the Board of Trustees for the Breakwater School in Portland. Kim served as treasurer and technology officer for Cyberseniors.org, the groundbreaking nonprofit organization that trained more than 28,000 seniors to use the Internet and email as a means to provide health care literacy and an enhanced, connected quality of life. She also served as treasurer of My Wonderful Dog, a nonprofit organization that trained service dogs.

Raised in Indiana, Kim and her family live in Portland where she coaches her daughter’s basketball team. They enjoy summer days motoring their classic Boston Whaler on Casco Bay. Kim is passionate about hunting and fishing, which makes her a nice fit for Aurora’s official addiction, fly fishing.