Embracing a Fresh
Financial Perspective

With over 27 years of experience in the financial services industry, Kim developed and continues to manage investment portfolios with global exposure using, among other things, Exchange Traded Funds (ETFs) employing a comprehensive money management approach she pioneered in 2001. An established conference speaker with ETF investment expertise, Kim has been recognized as one of the San Francisco Business Times’ top 25 female wealth advisors in the San Francisco Bay area.

Kim’s career began in 1990 in equity research, first at Alliance Capital Management and later at investment bank Volpe, Welty & Company, where she researched companies in the high tech industries. With an interest in other asset classes, she later joined Salomon Brothers in New York City analyzing both investment grade and high yield bonds in the transportation and restaurant industries.  

After obtaining her MBA, Kim joined JP Morgan’s Private Bank in New York City where she worked with ultra-high net worth clients and institutions. She joined the Wealth Management Group at Credit Suisse in San Francisco in 1999 and worked with technology company founders setting up for public offerings. After 10 year at CS, Kim joined Merrill Lynch’s Private Banking and Investment Group (PBIG), dedicating her practice to customized portfolio management and advisory work for high-net-worth clients.  Kim co-founded Artience Capital Management LLC in 2009.

Kim holds a bachelor's degree from the University of California Los Angeles and an MBA in finance from New York University. 

With a decade of experience in scientific research, Stephanie has developed analytical skills that she applies to investment research. As an effective data analyzer with expertise in scientific communication, Stephanie has delivered conference presentations across the globe as a Fulbright Scholar and Smithsonian Fellow. With a PhD in geology and a background in mining, Stephanie applies her research, organization and reporting skills to perform due diligence, consider mergers and acquisitions, and assess valuations with particular emphasis on commodity markets and digital assets.

Stephanie joined NV Resources in 2018 to create and identify mineral resource opportunities in North America. Focused on discovering local minerals that can help the US transition to becoming more independent and self-sustaining, NV Resources generates base metal and gold assets that have a high chance of developing into a mine and contributing to our green energy future, particularly the electric vehicle industry. With an aim to vend or list these promising assets, Stephanie is expanding her skill set to include capital raising and financial analysis. Stephanie joined Artience Capital in 2019.

Stephanie holds a bachelor’s degree from Colby College and a PhD in geology from Oregon State University.