Kim Wright-Violich co-leads the firm’s strategy, operations, and client engagement. Kim brings her expertise in growing business in the financial services industry, designing products for wealth and investment advisors, promoting effective governance, managing change, and leveraging the synergy between non-profits, philanthropy, and impact investing to her work with Tideline clients.
Prior to Tideline, from 2000 to 2012, Kim was the CEO of Schwab Charitable, a stand-alone nonprofit corporation founded by Charles Schwab & Co. to provide turnkey charitable asset management and philanthropic services to investors. In her time as CEO, Kim oversaw Schwab Charitable’s growth from a start-up to the second-largest donor advised fund in the United States, with $3.5 billion in assets and over $5 billion in contributions, serving over 25,000 investors and their wealth advisors.
Under Kim’s leadership Schwab Charitable pioneered impact investing in a donor advised fund. Schwab Charitable partnered with the Grameen Foundation to launch the Double Give Microfinance Guarantee initiative, a program that allowed donors to dedicate a portion of the funds in their accounts to guarantee loans to micro-entrepreneurs around the globe. Schwab Charitable was also a pioneer in permitting independent investment advisors to manage investments in client accounts, allowing the freedom and flexibility to invest DAF assets in alternative asset classes and impact investments. Launching this expanded investment flexibility required Schwab Charitable to also develop risk and performance monitoring methodology and tools to oversee the investment of the charitable assets.
A recognized influential voice in the industry, she is widely published and quoted, including in The Wall Street Journal, BusinessWeek, CNBC, Bloomberg, Investment News, Stanford Social Innovation Review, Chronicle of Philanthropy and Trusts & Estates Magazine. Kim helped direct an effort among a consortium of national donor-advised funds to inform regulation defining and governing DAFs, including providing advice on the related provisions of the Pension Protection Act. Kim has taught and lectured on impact investing and strategic philanthropy at Haas School of Business, University of California at Berkeley and guest lectures on governance at Stanford Graduate School of Business. In 2009, Wealth Management magazine named Kim one of the 50 most influential women in the US in wealth management, currently serves on the Certified Financial Planner Board of Standards, and the Center of Social Sector Leadership at Haas Business School, University of California at Berkeley.
Kim earned a BA in Human Biology from Stanford University. She also completed the executive MBA-SEP program at the Stanford Graduate School of Business, post-graduate work at the Mass Media Institute at Stanford, as well as coursework in governance at Harvard Business School. She lives on the beach in Marin County to provide an incentive for her three recently-out-of-college children to visit often.