Kim Cummings Carson
Compliance Officer chez Holderness Investments Co.
Profil
Ms. Kim C.
Carson, CFA, is a Vice President at Holderness Investments Co. She has over 18 years of experience in the investment advisory business.
In 1995, she joined at the firm to pursue a career in investment analysis and portfolio management.
Along with Richard, she has helped build the firm from the ground up and serves as Vice-President and Chief Compliance Officer.
She assists in portfolio management and investment analysis.
In addition, she oversees all compliance functions and business operations for the firm.
In 1993, Ms. Carson entered the investment field as the Mutual Fund Marketing Coordinator for Trent Capital Management in Greensboro.
She was later promoted to the Operations Manager for the firm.
She attended the University of North Carolina at Chapel Hill and earned her BS degree in Business Administration from the Kenan-Flagler School of Business.
She was awarded the Chartered Financial Analyst designation.
Postes actifs de Kim Cummings Carson
| Sociétés | Poste | Début |
|---|---|---|
Holderness Investments Co.
 Holderness Investments Co. Investment ManagersFinance Founded in 1995, Holderness Investments Co. is a wealth management firm and registered investment advisor located in Greensboro, North Carolina. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, and other legal entities. | Compliance Officer | 01/01/1995 |
Anciens postes connus de Kim Cummings Carson
| Sociétés | Poste | Fin |
|---|---|---|
Trent Capital Management, Inc.
 Trent Capital Management, Inc. Investment ManagersFinance Trent Capital Management, Inc. (Trent Capital) is an independent, SEC-registered investment advisor headquartered in Greensboro, North Carolina. The firm was founded by Jim Folds and Richard Holdernessin 1987. Trent Capital develops and manages discretionary investment portfolios for all types of investment entities which include individuals, trusts, foundations, endowments, partnerships and qualified retirement plans. | Corporate Officer/Principal | - |
Formation de Kim Cummings Carson
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Trent Capital Management, Inc.
Trent Capital Management, Inc. Investment ManagersFinance Trent Capital Management, Inc. (Trent Capital) is an independent, SEC-registered investment advisor headquartered in Greensboro, North Carolina. The firm was founded by Jim Folds and Richard Holdernessin 1987. Trent Capital develops and manages discretionary investment portfolios for all types of investment entities which include individuals, trusts, foundations, endowments, partnerships and qualified retirement plans. | Finance |
Holderness Investments Co.
Holderness Investments Co. Investment ManagersFinance Founded in 1995, Holderness Investments Co. is a wealth management firm and registered investment advisor located in Greensboro, North Carolina. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, and other legal entities. | Finance |
