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 lives in Greensboro with her husband Dan. They enjoy a very active life with their blended family and 5 adult children. They enjoy traveling, golfing, a great restaurant, time with friends, and down time.