SENIOR MANAGEMENT TEAM
Kip Meadows, Chief Executive Officer
Kip Meadows is the founder and acting chairman of Nottingham. As CEO, Kip is our lead visionary and principal consultant, assisting clients with the formation of new funds and strategizing to improve the efficiencies of the foundations, endowments and government investment pools that we serve. Kip attended Haileybury College in the UK before graduating from Duke University with an A.B. in Economics. Since 1990, he has served on the Eastern NC chapter of Duke’s Alumni Admissions Advisory Committee. He served on the Alumni Association’s Board of Directors from 2003-2007.
Prior to founding Nottingham in 1986, Kip co-founded Insured Benefit Design in Raleigh, NC, in 1983, offering employee benefit and insurance sales and administration. In 1984, he joined Robinson Humphrey, an investment advisor screening and consulting firm also in Raleigh. The Nottingham Company was founded in 1986 when Kip became interested in how investment advisors wanted and needed an efficient way to pool their separately managed accounts together. He has been directing the growth and technological advancements of the company ever since.
Kip has been a finalist for the Northeastern Entrepreneurial Roundtable Young Entrepreneur of the Year three times, winning the award in 1988. In the community, he is extremely active, serving on many various boards and commissions in Eastern North Carolina. As the recipient of the Eagle Scout award himself, he is proud to now serve as an Assistant Scoutmaster to Troop 357 in Raleigh. In his free time, his love of sailing keeps him out on the water, where he has won several East Coast and U.S. Season championships, and won a National Championship in the One Design 35 class in 1998. He currently serves on the Melges 32 Class Association Board of Directors.
Jason Edwards, Chief Operating Officer
Having previously directed our Tax/Audit department and Transfer Agency, Jason Edwards is now Nottingham’s Chief Operations Officer. Charged with monitoring and ensuring that service operations run synchronously and that our familial office environment is maintained, he provides strategic direction and support for all of Nottingham’s departments and their daily functions. Jason drives the company’s pursuit of operational excellence by continually managing and implementing new efforts to improve service to our advisors and their clients. Prior to joining Nottingham in 1999, Jason was in corporate accounting with Hardee’s Food Systems, whose headquarters were previously located in Rocky Mount. He earned a B.S. in Accounting at North Carolina Wesleyan College.
Jeff Myers, Executive Vice President, Technology
As Vice President of Technology Jeff Myers is responsible for the security and integrity of Nottingham’s computer systems. Enthused by translating an idea into an actual working system, Jeff has been instrumental in helping to delineate Nottingham’s proprietary systems from the competition, managing the company’s technology resources in regards to software development, customized reporting and client portal requests. Prior to joining Nottingham in 2001, Jeff co-founded and managed a successful software development company that developed web-based software for dozens of companies across the US, including Nottingham. During his entrepreneurial venture, he developed an internet-based fuel site monitoring and credit card processing system for US Fleet garnering a prestigious award from InfoWorld magazine as well as a patent for co-inventor. He is also proud to have served our nation as a Flight Simulator Specialist in the US Air Force, working on specialized mainframe computers and systems associated with mission simulation.
Joy Carawan, Managing Director, Shareholder Services
As Managing Director of Shareholder Services, Joy Carawan is accountable for all aspects of Nottingham’s Transfer Agency and Shareholder Recordkeeping department. Challenged by her desire to constantly improve our systems and policies in order to give our clients the product and service they value as well as deserve, Joy was influential in building the proprietary shareholder services systems that Nottingham employs today. Joining Nottingham in 1997, Joy monitors and assists all of our shareholder representatives with their daily duties. She is tasked with continually evaluating and tweaking the shareholder transaction and account record systems in addition to filing the federal and state reports required to meet compliance obligations. Before Nottingham, Joy worked as a system programmer and administrator for Nash General Hospital.
Vason Hamrick, Corporate Counsel
Vason Hamrick joined Nottingham as Corporate Counsel in 2004. Responsible for securities law compliance, he focuses on mutual fund compliance with federal securities law. Vason works with Nottingham clients and the other members of our legal team to provide guidance on fund related activities, coordinate fund governance, and prepare fund registration statements in addition to supervising regulatory reporting, and drafting contracts and compliance policies. Vason received a J.D. from the University of North Carolina School of Law in 2003 following earning a B.S. degree at Chapel Hill in 1999.
Julie Kingrey, Executive Vice President, Accounting Administration
Julie Kingrey acts as lead advisor for Nottingham’s fund accounting department, directing the daily activities of her team, guiding research and problem solving efforts and verifying the pricing and work for the entire department. She is also actively involved with the start-up of new funds and training department team members across platforms and fund accounts. She is responsible for the integrity of the posts and values that are determined in this department. Julie is motivated by the constant change and continual opportunities to learn that Nottingham affords. She joined the company in 1999 after graduating with a B.S. in accounting from Pennsylvania State University, The Behrend College.
Lee Hale, Financial Reporting Manager
Lee’s primary responsibilities are overseeing his team’s creation of quarterly, semi-annual, and annual financial statements for our clients. He also directs the audit process for each fund's annual audit, coordinating efforts with service providers including custodians, attorneys and fund distributor. Lee manages the consolidation of data used to prepare financial statements and works closely with our clients’ selected auditor to provide whatever detail they request in their efforts to generate audit and tax documentation. He serves as the chief compliance officer and AML compliance officer for the Starboard mutual fund trust. Lee holds a master’s in business administration from East Carolina University and received a bachelor’s degree in business management from North Carolina State University.
Greyson Davis, Relationship Manager, 40Act Funds
Greyson serves in a similar role for our mutual fund clients, acting as the lead resource for these funds and their portfolio management teams. She previously ran the 40Act team in Fund Accounting before moving into a client services position. Greyson works with the fund accounting and shareholder teams to ensure that positive, efficient communications are the norm between departments, our custodian partners and our clients. With a B.S. in Business Administration from Meredith College, she enjoys the constant challenges that her work presents.
Jennifer Vick, Shareholder Services Manager
As a member of our Shareholder Services team, Jennifer is responsible for processing shareholder activity, handling all of the electronic, NSCC and broker trading. She spends her days answering shareholder calls and processing trades, broker dealer agreements and filings with FINRA. Jennifer also coordinates the mailings of prospectuses, shareholder supplements and all annuals and semi-annuals. She brings years of financial industry experience with her to Nottingham from BB&T and YMCA, where she worked before joining Nottingham in 1999.
Brooke Cockrell, Shareholder Services Representative
Brooke Cockrell is a member of Nottingham’s client-focused shareholder team. Her responsibilities include daily shareholder support for an East Coast state treasury, one of Nottingham’s largest clients. Brooke provides thorough and dedicated service in the areas of record keeping, transaction processing, call center functions, money movements and bank reconciliation for our clients. With Nottingham since 2004, she previously held a similar position within Opticare Eye Health Network’s insurance division. Brooke attended Campbell University and Barton College.
Kate Honey, Managing Director of Client Development
As the head of business development and marketing, Kate leads the company’s outreach efforts, working to thoughtfully expand awareness and recognition of the company while nurturing organic growth initiatives. She is also responsible for the strategy behind and development of Nottingham’s corporate persona. Joining Nottingham in 2008, she was previously an associate director of client services and brand integration for one of North Carolina’s top marketing and advertising firms. Kate serves as Nottingham’s representative for NICSA, NAST and ICI. She received a B.A. degree from the University of North Carolina at Chapel Hill.