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Our Team

At Via Global, our people are passionate, determined, and curious problem solvers. We have decades of experience working for firms and organizations including Goldman Sachs, JP Morgan, Athena Capital Advisors, Lake Street Advisors, the Dartmouth College Investment Office, and Hale and Dorr Wealth Advisors.

 Kimberly Clouse Photo
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Kimberly Clouse

Founder and CEO

Kimberly Clouse

Founder and CEO


kc@viaglobaladvisors.com


As Founder and CEO, I determine the strategic direction of the firm, architect the client experience, and manage key relationships.

Education

  • MBA, Harvard Business School
  • BA, Rice University, summa cum laude and salutatorian

Pre-Via Global Professional Highlights

  • Goldman Sachs, JP Morgan
  • Athena Capital Advisors, acquired by Fiduciary Trust
  • Hale and Dorr Capital Management (now Boston Private)

Non-Via Activities

  • Member, YPO Gold, a global leadership organization of chief executives (6% women members)
  • Director, Market Street Trust Company, the Houghton family office
  • Member, Board of Directors of Coolidge Corner Theatre, an independent, non-profit cultural institution
  • Member, Investment Committee, Brookline Community Foundation
Alan Slaughter Photo
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Alan Slaughter

COO, CCO

Alan Slaughter

COO, CCO


as@viaglobaladvisors.com

As Chief Operating Officer, I am responsible for firm-wide operations. As Chief Compliance Officer, I lead the firm's efforts to exceed our regulatory requirements.

Education

  • BA, University of Pittsburgh, Music and Applied Mathematics

Pre-Via Global Professional Highlights

  • Lake Street Advisors
  • Athena Capital Advisors
  • Merrill Lynch / Bank of America
  • Dartmouth College Investments

Non-Via Activities

  • Self-taught programming languages, including Java, C# and SQL
  • Beta-tester of several large portfolio management systems, including APX 1.5 and 2.0
Kristen Caseley Photo
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Kristen Caseley

Associate Wealth Advisor

Kristen Caseley

Associate Wealth Advisor


caseleyk@viaglobaladvisors.com


As an Associate Wealth Advisor, I focus on delivering superior service to the firm's clients.

Education

  • BBA, Bryant University, cum laude

Pre-Via Global Professional Highlights

  • Lake Street Advisors
  • Prime Buchholz & Associates
  • Investors Bank & Trust, acquired by State Street Bank

Non-Via Activities

  • PTA Treasurer
  • Race Director for the Dover Turkey Trot 5k
  • 4.0 USTA Tennis Player
Tiffany Spinney Photo
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Tiffany Spinney

Senior Client Service Specialist

Tiffany Spinney

Senior Client Service Specialist


spinneyt@viaglobaladvisors.com

As a Senior Client Service Specialist, I manage day-to-day client and firm activities.

Education

  • BA, Franklin Pierce University
  • NH Real Estate License
  • Maine Teaching Certification

Pre-Via Global Professional Highlights

  • Lake Street Advisors
  • TD Bank
  • Maine Behavioral Health

Non-Via Activities

  • Teaching children with developmental disabilities
  • Team Mom for Varsity Soccer
  • Care for and manage finances for my elderly grandparents.