Carolinas Investment Consulting

Industry: Company

Description

Founded: 2001 Subsidiary: Carolinas Investment Consulting Llc, Asset management armFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCarolinas Investment ConsultingWebsiteDirections Saved (0) Saved Save Investment service in Charlotte, North Carolina Address: 5605 Carnegie Blvd # 400, Charlotte, NC 28209 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 643-2455Category: Website: : : : : Place name: : : Website: http://www.carolinasinvest.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Carolinas Investment Consulting Posting publicly on the Web Write a review Reviews Be the first to review

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Carolinas Investment Consulting Employees

Employee
Years
Job
Industry
Kia Miller, CFCS Kia Miller, CFCS Greater New York City Area Details
Kia Miller, CFCS's Carolinas Investment Consulting Experience December 2005 - August 2006
Job AML Transaction Monitoring Consultant
Industry Banking
Experience
Navigant  December 2014 - Present
Barclays Investment Bank  August 2014 - November 2014
TD  September 2011 - August 2014
Wells Fargo  September 2008 - September 2011
LPL Financial  October 2007 - September 2008
Wells Fargo  April 2007 - September 2007
Wachovia Securities Financial Network  September 2006 - April 2007
Carolinas Investment Consulting   December 2005 - August 2006
Wachovia Securities Financial Network  August 2004 - December 2005
Wachovia Securities Financial Network  October 2002 - August 2004

Skills
Banking, Risk Assessment, Quality Assurance, Internal Controls, Internal Audit, Operational Due..., Risk Management, Financial Services, Compliance, Financial Crimes..., Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, OFAC, FinCEN, SEC filings, Capital Markets, Consulting, OSFI, Financial Risk

Education
Montreat College   1994 — 1998
Bachelor of Science, Business Administration (BBA)

University of North Carolina at Wilmington   1992 — 1993

West Charlotte Senior High School   1989 — 1992

Katherine Faris Katherine Faris Charlotte, North Carolina Details
Katherine Faris's Carolinas Investment Consulting Experience June 2015 - August 2015
Job Intern at Carolinas Investment Consulting
Industry
Experience
Carolinas Investment Consulting   June 2015 - August 2015

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Social Skills, Writing, Leadership, Public Speaking, Marketing Management, Social Media, Facebook

Education
Sewanee-The University of the South   2012 — 2016
Bachelor of Arts (B.A.), Economics, Overall GPA: 3.43 / 4.0

University of North Carolina at Charlotte   2015 — 2015
Summer School, Accounting and Mathematics

IES Abroad Barcelona: Liberal Arts and Business   2014 — 2014
Liberal Arts and Sciences, General Studies and Humanities

Charlotte Country Day School   2008 — 2012
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities

Wade Austin Wade Austin Charlotte, North Carolina Area Details
Wade Austin's Carolinas Investment Consulting Experience September 2012 - Present
Job Consultant / Director of Marketing and Business Development at Carolinas Investment Consulting
Industry Investment Management
Experience
Carolinas Investment Consulting   September 2012 - Present
Xerox Corporation  2004 - 2012
Xerox Corporation  2001 - 2003
Xerox Corporation  1999 - 2001
Xerox Corporation  1987 - 1998

Skills
Account Management, New Business Development, CRM, Solution Selling, Key Account Management, Managed Services, Cross-functional Team..., Relationship Management, Relationship Marketing, Marketing Communications, Sales Process, Strategy, Sales Management, Outsourcing, Sales Operations, Management, Leadership, Marketing Strategy, Management Consulting, Sales, Business Development, Strategic Planning, Process Improvement

Education
Georgia Institute of Technology   1980 — 1984
BS, Industrial Management, with Honors

Ted Highsmith, CFP® Ted Highsmith, CFP® Charlotte, North Carolina Area Details
Ted Highsmith, CFP®'s Carolinas Investment Consulting Experience June 2006 - Present
Job Financial Consultant at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting   June 2006 - Present
Bank of America/Banc of America Investments   May 2000 - June 2006

Skills
Investment Management, Wealth Management..., Strategic Financial..., Retirement Planning, College Education..., Asset Allocation, Consumer Lending, Asset Based Lending, Comprehensive Planning, Banking, Investments, Estate Planning, Finance, Series 7, Wealth Management, Retirement, Securities, Wealth, Asset Management, Financial Planners, Life Insurance, Financial Planning

Education
North Carolina State University - College of Management
Bachelor’s Degree, Business Administration and Management

North Carolina State University
Certified Financial Planner Program

Needham Broughton

Oliver Cross Oliver Cross Charlotte, North Carolina Area Details
Oliver Cross's Carolinas Investment Consulting Experience August 2010 - Present
Job Consultant at Carolinas Investment Consulting
Industry Investment Management
Experience
Carolinas Investment Consulting   August 2010 - Present
GenSpring Family Offices  June 2009 - August 2009
Trusco Capital Management  2002 - 2008

Skills
Investments, Hedge Funds, Investment Management, Asset Managment, Fixed Income, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2010
MBA, Investment Management

Davidson College   1998 — 2002

William A. Allen, CIMA® William A. Allen, CIMA® Charlotte, North Carolina Area Details
William A. Allen, CIMA®'s Carolinas Investment Consulting Experience January 2001 - November 2003
Job Vice President Investment Officer at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners  May 2015 - Present
Ancora Wealth Management LLC   January 2011 - April 2015
Morgan Stanley Smith Barney  November 2003 - January 2011
Carolinas Investment Consulting   January 2001 - November 2003

Skills
Investment Management, Contrarian Strategies, Fundamental and..., Series 7, Asset Allocation, Wealth Management, Investment Strategies, Asset Managment, Investment Advisory, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Retirement Planning, Securities, Portfolio Management, Equities, IRAs, Asset Management, Retirement, Financial Advisory, 401k, Wealth Management..., Estate Planning, ETFs, Wealth, Bonds, FINRA, High Net Worth..., Strategic Financial..., Financial Services

Education
Appalachian State University   1999 — 2000
MBA, Business

Appalachian State University   1994 — 1995
BA, English, History

University of Colorado Boulder   1991 — 1994
N/A

Charlotte Latin School   1979 — 1991

Molly Peecher Molly Peecher Fort Mill, South Carolina Details
Molly Peecher's Carolinas Investment Consulting Experience February 2014 - Present
Job Relationship Manager at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting   February 2014 - Present
Vanguard  September 2011 - September 2013
J.P. Morgan   November 2008 - July 2011
ING  April 2007 - September 2008

Skills
Portfolio Management, Brokerage, Wealth Management, Relationship Management, Stock Management, Asset Management, Investments, Banking, Asset Allocation, Financial Markets, Series 7, Investment Strategies, Securities, Mutual Funds, Equities, Alternative Investments, Fixed Income, Investment Management, Series 63, Financial Services, Bloomberg, Retirement

Education
University of Pittsburgh   1984 — 1987
Bachelor of Arts (B.A.), Political Science

Penn State University
Political Science

Angela Fiala Hajek Angela Fiala Hajek Charlotte, North Carolina Area Details
Angela Fiala Hajek's Carolinas Investment Consulting Experience 2006 - 2015
Job Director of Finance, Great Lakes & Atlantic Wealth Management and Advisory Partners
Industry Financial Services
Experience
Great Lakes & Atlantic Wealth Management & Advisory Partners, Inc.   2015 - Present
Carolinas Investment Consulting   2006 - 2015

Education
University of North Carolina at Charlotte   1998 — 2002
Bachelor of Science (B.S.), Accounting

Kendrick W. Mattox III, CFA Kendrick W. Mattox III, CFA United States Details
Kendrick W. Mattox III, CFA's Carolinas Investment Consulting Experience June 2001 - June 2011
Job Partner at Edge Capital Partners
Industry Investment Management
Experience
Edge Capital Partners, LLC  August 2011 - Present
Carolinas Investment Consulting   June 2001 - June 2011
CornerCap Investment Counsel  October 1998 - April 2001

Skills
Asset Management, Due Diligence, Equities, Financial Modeling, Investment Management, Investments, Portfolio Management, Private Equity, Valuation, Hedge Funds, Financial Analysis, Strategy

Education
Hampden-Sydney College   1989 — 1993
BA in English

Georgia State University   1994 — 1996
MBA

Woodberry Forest School   1987 — 1989

Jeanne Kelsey Fritchley Jeanne Kelsey Fritchley Charlotte, North Carolina Area Details
Jeanne Kelsey Fritchley's Carolinas Investment Consulting Experience May 2001 - Present
Job Chief Operating Officer
Industry Investment Management
Experience
Carolinas Investment Consulting   May 2001 - Present

Skills
Investment Management, Asset Management, Asset Allocation, Investment Advisory, Investments, Wealth Management, Retirement Planning, Securities, Mutual Funds, Investment Strategies, Series 7, Financial Services, Series 63, Account Management, Operations Management, Asset Managment, Portfolio Management, Equities, Fixed Income

Education
University of Connecticut   1995 — 1997
Master of Business Administration (MBA), Finance and Management

Miami University   1989 — 1993
Bachelor of Science (B.S.), Engineering Physics

Miami University   1989 — 1993
Bachelor of Arts (B.A.), Aeronautics Mathematics

Katherine (Kitt) Murphy Kirchner Katherine (Kitt) Murphy Kirchner Charlotte, North Carolina Area Details
Katherine (Kitt) Murphy Kirchner's Carolinas Investment Consulting Experience January 2012 - Present
Job Relationship Manager at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting   January 2012 - Present
Premier Sports Services   January 2009 - Present
Merrill Lynch  December 2008 - February 2011
Wachovia Securities, LLC  February 2005 - December 2008
KPMG  2003 - 2005
Ernst & Young  2001 - 2003

Skills
Retirement Planning, Investments, Portfolio Management, Retirement, Investment Strategies, Financial Advisory, CRM, Wealth, Financial Services, Financial Planners, Strategy, Finance, Analysis, Financial Planning

Education
University of Florida   1997 — 2001
Bachelor of Arts (B.A.), Economics and Political Science

Walker T. Shelton, CFP® Walker T. Shelton, CFP® Charlotte, North Carolina Area Details
Walker T. Shelton, CFP®'s Carolinas Investment Consulting Experience June 2013 - Present
Job Financial Planner at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting   June 2013 - Present
Vanguard  May 2011 - June 2013
Ameriprise Financial - Brian Battle & Associates   January 2010 - May 2011
Ameriprise Financial  May 2008 - June 2009

Education
Appalachian State University   2004 — 2008
BSBA, Finance and Banking, Financial Planning

Edward Kiss Edward Kiss Charlotte, North Carolina Area Details
Edward Kiss's Carolinas Investment Consulting Experience March 2006 - January 2011
Job Compliance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
TIAA-CREF  January 2011 - July 2014
Carolinas Investment Consulting   March 2006 - January 2011

Skills
Financial Services, Management, Investments, Securities, Series 7, Risk Management, Customer Service, Mutual Funds, Leadership, Portfolio Management

Education
University of North Florida   1987 — 1991
BA, Marketing, International Business

Christy Sackett Christy Sackett Charlotte, North Carolina Details
Christy Sackett's Carolinas Investment Consulting Experience April 2008 - Present
Job Financial Planner at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting   April 2008 - Present
First Citizens Bank  2004 - 2008

Skills
Retirement Planning

Education
The University of Georgia   1996 — 1998
BBA, Finance

Dustin Barr, CFA Dustin Barr, CFA Charlotte, North Carolina Area Details
Dustin Barr, CFA's Carolinas Investment Consulting Experience July 2015 - Present
Job Director of Research at Carolinas Investment Consulting
Industry Investment Management
Experience
Carolinas Investment Consulting   July 2015 - Present
TIAA-CREF  February 2014 - July 2015
TIAA-CREF  April 2012 - February 2014
TIAA-CREF  February 2011 - April 2012
TIAA-CREF  July 2009 - February 2011
TIAA-CREF  September 2007 - July 2009

Skills
Equities, Fixed Income Analysis, Asset Allocation, Product Management, Product Development, Mergers & Acquisitions, Operations Management, PowerPoint, Microsoft Excel, Strategic Planning, Mutual Funds, ETFs, Closed-end Funds

Education
College of Charleston   2004 — 2007
Bachelor's degree, Business Administration and Management, General/Finance

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