Kimberley Hatchett: Wife, Mother, Mentor and Financial Wizard!

Our COCOBelle for the month of February is the illustrious and esteemed Financial Advisor, Kimberley Hatchett. An Executive Director at top investment firm, Morgan Stanley, she manages more than $2 billion in assets. For over 25 years she has blazed a trail for African American women who share her passion for and have an interest in a career as a Financial Advisor.

Her tenacity and dedication has earned her accolades such as, Barron’s "Top 100 Women Financial Advisors" and "Top 1000 Advisors" lists. Of the Top 100 Women Financial Advisors, she is the only African-American woman included in that ranking.

An Olympic hopeful, Kimberely has always applied great discipline and confidence to everything that she does. That confidence she attributes to her father William “Bucky” Hatchett and her favorite Josephine Baker quote. "I love Josephine Baker’s quote, I’m not intimidated by anyone. Everyone is made with two arms, two legs, a stomach and a head. Just think about that."

Read on and see why we chose Kimberley as our February COCOBelle!

Please tell us about a day in the life of an Executive at a top investment firm?
The minute I wake up I turn on CNBC to see what kind of day I am having. I glance at how the overseas markets performed overnight and then look to see what is indicated in the Dow and S&P futures. If up, I am having a good day, if down, I am ready for battle. Once I arrive at the office, I look through my client’s portfolios and then begin touching base with them. Most days I have at least one or two face-to-face meetings.

What is your favorite part of what you do?
I love working with my clients on planning and helping them achieve their long-term financial freedom. Many of my clients have spent their lives building their fortunes and it is my responsibility to make sure they maintain this wealth. It is my obligation to make sure this wealth goes from one generation to the next.

What are your keys for success?
I am passionate about what I do! I genuinely love working with my clients and success comes from loving and caring about what you do.

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What advice would you give to African American women who would like to pursue a career in investment?
The first thing I would ask is, are you interested in the markets? If the answer is yes, then start to really studying the markets, reading Barron’s, The Wall Street Journal, watching CNBC and Bloomberg networks so you can have that edge – then go for it. Most of my clients are not African American so it is important for an African American woman, going into a world that most people do not look like her, to walk in the room with confidence and knowing that YOU BELONG.

For the past 15 years you have served as a Board Member for iMentor. Why is it so important to you to help underprivileged students?
As I look around NYC and especially in the underserved communities I see so many kids who cannot find their way out of that box. They have no idea about Wall Street or the many different paths in life they can take. When I speak at these High Schools I am amazed at how these kids are sitting on the edge of their seats waiting for someone to give them advice about what they can do and be when they grow up. Many have never heard or understood what we do on Wall Street and I am able to break it down so they understand and all of a sudden there is an interest they never knew existed.

You are married and have a 13 year-old daughter. How do you juggle your grueling career and time with your family?
It is important to me that I attend every play, volleyball tournament, gymnastics meet or parent meeting at school so I have a calendar that is gospel. Everything goes on the calendar that involves my daughter and then my life is booked around that. I do feel it is important for women to keep a foot in the door in the workforce as after the kids become more self-sufficient, I feel it is important to have something of your own to focus on. It also makes for a stronger “partnership” in a marriage. You must maintain your power.

Tell us about your self-care routine. How do you incorporate eating well and exercising into your busy schedule?
I am not big on particular diets or staying away from certain foods. In terms of fitness, I am very religious about doing Physique 57 at least once or twice a week. I used to run a lot but have found running to be too stressful on my knees so I walk! I walk at a runner pace but I walk about 4 to 5 miles three to four times a week.

What 3 products are in your Ultimate Beauty Arsenal - those Holy Grail products you just can't live without?
Number one is sleep! I sleep 8 hours a night. I cannot live without under eye concealer, eyeliner and bronzing powder. I am religious about moisturizer that contains Vitamin C and anti-aging agents.

Connect with Kimberley via social media on Instagram