Kim Caughey Forrest

Partner & Vice President

Senior Portfolio Manager


Kim’s focus is on stock selection for individual securities accounts. As a portfolio manager, she has the freedom to choose good companies of any sector or size, with particular emphasis on technology, retail and consumer oriented companies.


Kim draws from a diverse career history in computer science, finance and investment analysis. Her prowess has been recognized nationally by The Wall Street Journal, CNBC, Bloomberg and Fox Business.


BS, University of Pittsburgh
MBA, University of Pittsburgh


Kim lives in Pittsburgh with her husband. She enjoys traveling to dog shows across the country with her two wirehaired pointing griffons.