Director Trust Case Management
Kimberly Cunningham has been with Capital First Trust Company since 2012. She currently serves as the Director of Trust Case Management where she leads a very talented and knowledgeable team of Trust Case Managers, each with their own specialties in business development and trust onboarding. Kim specializes in complex account onboarding with experience in trust operations.
As a key member of the business development team at Capital First, Kim works to develop and strengthen relationships with financial advisors, RIAs, broker dealers, custodial firms, and attorney networks. She built out the service model for advisor directed trusts including implementation and operations, providing solutions for financial advisors at every stage of the process. Recently, she has been a central part of the team onboarding and our pooled SNT relationships.
Kim regularly attends industry conferences, and she has presented to financial advisors on advisor directed trust solutions. Within the Capital First office, Kim helps to coordinate education, training, and program development.
Kim is a graduate of the University of Wisconsin – Whitewater and a current member of the Society of Settlement Planners. She has completed Cannon Financial Institute’s Trust Schools and earned her Certified Trust & Fiduciary Advisor “CTFA” certification in 2017.
A native of Green Bay, WI, Kim is a football fanatic and proud owner of the Green Bay Packers. She is also an aviation enthusiast. She enjoys spending time with family and friends and traveling the world, exploring new places and learning about different cultures.
“Money is a sensitive, tough and sometimes scary subject for most people. Because of that, we are and should be a service organization first and foremost. That’s the philosophy that Capital First was built on and that service-focused culture thrives to this day in everything my team and I do.”