Kim Cullen
Head-Equity Investments bij Camden National Bank (Investment Management)
Profiel
Ms. Kimberly J.
Cullen, CFA, is a Senior Vice President & Director of Portfolio Management at Camden National Bank.
She brings with her more than 20 years of diverse experience in the financial services industry with a concentration in portfolio management and investment research.
In her role as Senior Vice President, Director of Portfolio Management, she assists clients with the management of their investment portfolios and serves as a trusted advisor while supporting their overall wealth management objectives.
She also serves as a member of the Camden National Wealth Management Investment Committee.
She joined Camden National Bank after the merger of Acadia Trust N.A.
and Camden National Bank in December 2016, where she was a Senior Vice President.
Previously, she served in senior positions at local investment and insurance companies.
She was previously employed as Vice President by TD Banknorth Wealth Management Group.
She is also a past president of the Maine CFA Society.
She received her Bachelor of Science degree in Business Administration from the University of New England.
She was awarded the Chartered Financial Analyst (CFA) charter in 2000 and the Chartered Financial Consultant (ChFC) designation in 1992.
Actieve functies van Kim Cullen
| Bedrijven | Functie | Begin |
|---|---|---|
Camden National Bank (Investment Management)
 Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Head-Equity Investments | - |
Eerdere bekende functies van Kim Cullen
| Bedrijven | Functie | Einde |
|---|---|---|
Acadia Trust, N.A.
 Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Head-Equity Investments | 01-12-2016 |
TD Banknorth Wealth Management Group
 TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Analyst-Equity | 31-03-2008 |
Opleiding van Kim Cullen
| University of New England | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
TD Banknorth Wealth Management Group
TD Banknorth Wealth Management Group Investment ManagersFinance Founded in 2001, TD Banknorth Wealth Management Group (BWM) is a registered investment advisor headquartered in Portland, Maine. The firm delivers wealth advisory and investment management services to individuals and institutions. In 2006, Hudson United Wealth Management Services Group was merged into BWM. The firm is a subsidiary of Toronto-Dominion Bank (NYSE: TD). | Finance |
Acadia Trust, N.A.
Acadia Trust, N.A. Investment ManagersFinance Acadia Trust NA is the trust and investment arm of Camden National Corp. (AMEX: CAC), a multi-bank and financial services holding company. The Portland, Maine office of Acadia Trust originated in 1984 with the founding of Gouws Capital Management, Inc. as an independent, SEC-registered investment advisor. Acadia was chartered in 1992 as an affiliated, non-depository trust company. To broaden their range of capabilities by acquiring the ability to serve as trustee and custodian, Trust Company of Maine was chartered in 1994 as a non-depository trust company and it subsequently absorbed the business of Fiduciary Services, Inc. | Finance |
Camden National Bank (Investment Management)
Camden National Bank (Investment Management) Investment ManagersFinance Camden National Bank (Investment Management) (dba Camden National Wealth Management) is the investment management division of Camden National Bank, a bank headquartered in Camden, Maine. The firm was founded in 2016 and is owned by Camden National Corp. (NASDAQ: CAC). Camden National Wealth Management builds and manages customized investment management portfolios for individual and institutional clients and provides comprehensive wealth management and trust services to individuals and families. | Finance |
