Kim Cummings Carson, CFA
Kim is from Greensboro and has over 18 years of experience in the investment advisory business. 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. In 1993, Kim 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. In 1995 she joined Richard at Holderness Investments Company to pursue a career in investment analysis and portfolio management. After joining Holderness, she pursued and was awarded the Chartered Financial Analyst (CFA) designation. Along with Richard, Kim 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. Kim enjoys working closely with clients and their families to help them assess and reach their investment goals.
Kim lives in Browns Summit, NC with her two boys. They are very active in their school community and enjoy family time and traveling.