Kim Cummings Carson

Vice President & Chief Compliance Officer at Holderness Investments Co.

Kim Cummings Carson

Kim Cummings Carson

Vice President & Chief Compliance Officer at Holderness Investments Co.

Biography

Kim Cummings Carson, CFA

VICE PRESIDENT & CCO

Experienced. Intuitive. Visionary.

A native of Greensboro, Kim has been an investment advisor since 1995 and currently serves as Vice-President and Chief Compliance Officer of Holderness Investments. She works closely with clients and their families to help them identify and reach their wealth management goals. She entered the field in 1993 at Trent Capital Management in Greensboro where she ultimately served as their Operations Manager. In 1995, she joined Holderness Investments to focus on investment analysis and portfolio management. As a Fiduciary Advisor at Holderness, Kim works in portfolio management, investment analysis, and financial planning. She is also responsible for all compliance functions and business management of the firm.

Kim and her two boys live in the Greensboro area. She enjoys spending time with her family and friends along with hiking, camping, quilting, and traveling.

Education Highlights:

* B.S. in Business Administration, Kenan-Flagler School of Business, at the University of North Carolina at Chapel Hill
* Awarded the Chartered Financial Analyst (CFA) designation in 1998

Community Service Highlights:

* Member of the Women's Professional Forum (WPF)
* Currently serves on the WPF Foundation Board.
* Member of the NC CFA Society
* Member Greensboro Chapter of the Society of Financial Service Professionals
* Member of Greensboro Estate Planning Council

Overview
RelSci Relationships

8

Relationships
RelSci Relationships are individuals Kim Cummings Carson likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Holderness Investments Co.

Relationship likelihood: Strong

Former Portfolio Manager at Holderness Investments Co.

Relationship likelihood: Strong

Operations Manager at Holderness Investments Co.

Relationship likelihood: Strong

Operations Manager at Holderness Investments Co.

Relationship likelihood: Average

Former Portfolio Administrator & Relationship Manager at Trent Capital Management, Inc.

Relationship likelihood: Weak

Chief Investment Officer & Partner at Trent Capital Management, Inc.

Relationship likelihood: Weak

Co-Founder at Trent Capital Management, Inc.

Relationship likelihood: Weak

Partner, Senior Portfolio Manager & Chief Financial Officer at Trent Capital Management, Inc.

Relationship likelihood: Weak

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Kim Cummings Carson
Vice President & Chief Compliance Officer at Holderness Investments Co.
Education
Class of 1990

The University of North Carolina at Chapel Hill also known as UNC, UNC-Chapel Hill, Chapel Hill, North Carolina, or simply Carolina is a coeducational public research university located in Chapel Hill, North Carolina, United States. North Carolina has been consistently ranked among the highest ranked universities in the United States and is one of the original eight Public Ivy schools that provide an Ivy League experience for a public schooling price. After being chartered in 1789, the university first began enrolling students in 1795, which allows it to be one of three schools to claim the title of the oldest public university in the United States.

Career History
Vice President & Chief Compliance Officer
2004 - Current

Holderness Investment Co. generally invests client assets in domestic and international stocks, bonds, mutual funds, and ETFs. The firm's selection process is rooted in an in-depth bottom-up company analysis, with consideration of their consensus macroeconomic outlook. Holderness primarily invests for relatively long-term horizons, often for 2 years or more, however, market developments could cause them to sell securities more quickly. They offer customized portfolio management and separately managed accounts. Holderness also participates in a UMA program sponsored by a broker-dealer and an unaffiliated investment advisory firm.^

Operations Manager
1993 - Prior

Trent Capital is a mid/large-cap GARP manager. They use bottom-up research in their stock selection. Trent's investment philosphy is that low risk equals high reward. The firm maintains a low turnover rate.

Other Affiliations

Kim Cummings Carson is affiliated with Holderness Investments Co., Trent Capital Management, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kim Cummings Carson. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kim Cummings Carson's profile does not indicate a business or promotional relationship of any kind between RelSci and Kim Cummings Carson.