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Kimberly Wright Backus, CFA

Highly experienced finance professional and managing partner at Portica Ventures

Kimberly Wright Backus, CFA, CAIA is a finance, strategy, and investment executive with extensive experience across various sectors.1 She currently holds the position of Managing Partner at Portica Ventures, where she provides investment management services, including outsourced CIO and COO roles, asset allocation, and mission statement creation.1

Professional Experience

Kimberly's recent roles include:

  • Managing Partner at Portica Ventures (2023 - Present)
  • Acting CFO at Pave Finance (2023)
  • Head of Platform and Operations at Ubiquity Ventures (prior to current role)

Education and Certifications

Kimberly has a strong educational background:

  • MBA with a Finance Concentration from Harvard Business School
  • Dual Bachelor of Arts Degrees in Economics and Business Administration from Rhodes College
  • Study abroad experience at Universidad Complutense de Madrid

She holds several professional certifications:

  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Environmental Social and Governance (ESG) Analyst Certification
  • Real Estate Broker's License (California)
  • Securities Representative (FINRA)

Additional Information

Kimberly has also completed various executive education programs at institutions such as Harvard Business School, Kellogg Executive Education, and NYU Stern School of Business.1 She is proficient in English (native) and Spanish (full professional proficiency).

It's worth noting that while the query mentions Kimberly as Chief Financial Officer at Wombi, this specific role is not listed in her current LinkedIn profile. Her most recent CFO experience was as Acting CFO at Pave Finance in 2023.1

Related Questions

What are some of Kimberly Wright Backus's most notable achievements at Portica Ventures?
How did Kimberly Wright Backus transition from Harvard Business School to her current role at Wombi?
What specific industries does Kimberly Wright Backus specialize in?
Can you provide more details about Kimberly Wright Backus's experience as an Acting CFO at Pave Finance?
What are the key responsibilities of Kimberly Wright Backus as the Chief Financial Officer at Wombi?
Kimberly Wright Backus, CFA
Kimberly Wright Backus, CFA, photo 1
Kimberly Wright Backus, CFA, photo 2
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Experience

Managing Partner at Portica Ventures since 2023
Director at Deutsche Bank (2019-2022), Senior Vice President at Bank of America Private Bank (2016-2019), and Vice President at Citigroup (1996-2000)

Education

MBA in Finance from Harvard Business School, Dual BA in Economics and Business Administration from Rhodes College

Location

Irvine, California, United States