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Karen L. Parkinson
Plus aucun poste en cours
Finance
Profil
Ms. Karen L.
Parkinson is Vice President-Trust Operations at Colonial Asset Management, Inc. since 2007.
Prior to joining Colonial Group, Ms. Parkinson was with Boys, Arnold Trust Co. in Asheville, North Carolina, where she was the Administration and Operations Manager serving as a primary contact for personal trust and investment management accounts.
Previously, she worked as trust relationship manager for RBC Centura Bank in Asheville, where she worked with both personal and commercial trust clients.
Ms. Parkinson received the Certified Trust and Financial Advisor designation in 2003.
Anciens postes connus de Karen L. Parkinson
| Sociétés | Poste | Fin |
|---|---|---|
Boys, Arnold & Co., Inc.
 Boys, Arnold & Co., Inc. Investment ManagersFinance Boys Arnold & Co. (BAC) conducts in-house research in support of their growth investment strategy and security selection process. Each client's financial objectives are considered when establishing asset allocation guidelines that will govern the firm's investment mix of assets. For equities, stocks must meet established standards at three levels of evaluation. First, companies are screened for market cap, historical operating performance and balance sheet soundness. Next, each stock is evaluated for growth of profits and trend in the level of profitability, measured by CFROI. The final phase of analysis focuses on the company's products, management, and the perceived value at its current price. This evaluation process applies to both buy and sell decisions. When managing fixed-income, non-taxable portfolios are managed on a total return approach. While guarding against loss of principal, BAC adds value through active management of maturity, sector weightings and individual issues. These portfolios are heavily weighted in government bonds and high-quality corporate obligations and are diversified across maturities, industries and issues. Taxable portfolios are managed with an emphasis on current income and minimization of taxes. BAC attempts to control risk by diversifying issues and maturities, by emphasizing excellent quality and by continuously monitoring the credit quality of all holdings. Although the presence of capital gains taxes leads to less frequent trading in taxable accounts, they initiate trades to adjust average maturity and to capitalize on occasional inefficiencies in the market. | Corporate Officer/Principal | - |
RBC Centura Banks, Inc.
 RBC Centura Banks, Inc. Regional BanksFinance RBC utilizes custom asset allocation strategies to manage separate portfolios. | Corporate Officer/Principal | - |
Colonial Trust Advisors, Inc.
 Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Boys, Arnold & Co., Inc.
Boys, Arnold & Co., Inc. Investment ManagersFinance Boys Arnold & Co. (BAC) conducts in-house research in support of their growth investment strategy and security selection process. Each client's financial objectives are considered when establishing asset allocation guidelines that will govern the firm's investment mix of assets. For equities, stocks must meet established standards at three levels of evaluation. First, companies are screened for market cap, historical operating performance and balance sheet soundness. Next, each stock is evaluated for growth of profits and trend in the level of profitability, measured by CFROI. The final phase of analysis focuses on the company's products, management, and the perceived value at its current price. This evaluation process applies to both buy and sell decisions. When managing fixed-income, non-taxable portfolios are managed on a total return approach. While guarding against loss of principal, BAC adds value through active management of maturity, sector weightings and individual issues. These portfolios are heavily weighted in government bonds and high-quality corporate obligations and are diversified across maturities, industries and issues. Taxable portfolios are managed with an emphasis on current income and minimization of taxes. BAC attempts to control risk by diversifying issues and maturities, by emphasizing excellent quality and by continuously monitoring the credit quality of all holdings. Although the presence of capital gains taxes leads to less frequent trading in taxable accounts, they initiate trades to adjust average maturity and to capitalize on occasional inefficiencies in the market. | Finance |
Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends. | Finance |
RBC Centura Banks, Inc.
RBC Centura Banks, Inc. Regional BanksFinance RBC utilizes custom asset allocation strategies to manage separate portfolios. | Finance |
