Kim Barone

Kim serves as a Senior Client Service Associate for Ethos as well as Tritium Private Wealth Strategies LLC. Kim joined Ethos and Tritium in 2026 bringing 22 years of experience helping clients and ensuring their satisfaction.  Having spent her entire career in financial services, she has a strong knowledge of the industry and enjoys seeing clients attain financial security.  

 

Prior to joining Ethos and Tritium, Kim worked for Wealth Advisory Group, Inc. and New York Life where she supported a large financial advisory practice and was responsible for all aspects of client service. Kim started her career at Creative Financial Group where she rose to a senior support role.  Over her career she has developed expertise in financial planning, marketing, account management and retirement planning.  

 

Kim graduated from Ursinus College where she received a BA in Communications & English.  She also played tennis competitively in college.  Kim lives in Malvern and enjoys playing tennis, cheering on her favorite Philly sports teams and spending time with friends and family (and 3 kitties).  She is also Life, Accident & Health licensed as well as a PA notary.