Investor Relations

Investor Relations

HERE FOR YOU. EVERY DAY.

HERE FOR YOU. EVERY DAY.

At Carolina Alliance
Bank, community
banking is in our
very nature.

At Carolina Alliance
Bank, community
banking is in our
very nature.

We started as a community bank in 2007 – and
we’re proud to say we always will be.

We started as a community bank in
2007 – and we’re proud to say
we always will be.

Carolina Alliance has seven full-service offices in Upstate South Carolina, Western North Carolina plus a loan production office in Charlotte.

Carolina Alliance has seven full-service offices in Upstate South Carolina, Western North Carolina plus a loan production office in Charlotte.

We attribute our success to operating as a true community bank in each market we serve. Our Board of Directors comprises business leaders that support our mission and allow management the latitude to implement our business strategy. Decisions are made locally, for the benefit of local businesses and individuals.

We are very selective in our hiring process, which is focused on recruiting and employing individuals who have the background and experience needed for our operations, as well as the same philosophies held by Carolina Alliance. Our dedicated professionals deliver the best in banking services in a manner that helps customers achieve their financial goals. In other words, our bankers have the savvy, clout and capital to meet the banking needs of our customers, which makes for a successful combination!

We attribute our success to operating as a true community bank in each market we serve. Our Board of Directors comprises business leaders that support our mission and allow management the latitude to implement our business strategy. Decisions are made locally, for the benefit of local businesses and individuals.

We are very selective in our hiring process, which is focused on recruiting and employing individuals who have the background and experience needed for our operations, as well as the same philosophies held by Carolina Alliance. Our dedicated professionals deliver the best in banking services in a manner that helps customers achieve their financial goals. In other words, our bankers have the savvy, clout and capital to meet the banking needs of our customers, which makes for a successful combination!

Learn more about our financial performance.

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STOCK INFORMATION

Stock Updates

CAB Financial Corporation – OTCQX: CABF

Stock Transfer Agent
American Stock Transfer & Trust Company, LLC (AST) is the Transfer Agent and Shareholder Records Agent for Carolina Alliance Bank. AST’s automated telephone support services are available 24 hours per day, seven days per week. AST’s staff also is available by mail or on the Internet.

MAIL
AST | Attention: Carolina Alliance Bank

6201 15th Avenue
Brooklyn, NY 11219

BY PHONE
Call a representative at (800) 937-5449 or (718) 921-8124
from 8am – 8pm Mon to Fri.

BY WEBSITE
Shareholders can access all sorts of information on AST’s website at https://www.astfinancial.com/

BY EMAIL
If you have any questions, shareholders can email inquiries to help@astfinancial.com

IRS FORMS

IRS Form 8937 is made available pursuant to Internal Revenue Service guidance and U. S. Treasury regulations for the purpose of reporting organizational actions that affect the tax basis of the securities involved. Carolina Alliance Bank does not provide tax, accounting or legal advice. Please consult your personal advisors for further clarification and application of this information to your particular tax circumstances.

 

Meet Your
President & CEO

John Kimberly

Mr. Kimberly serves as President of Carolina Alliance Bank. Formerly, he was President and Chief Executive Officer of Forest Commercial Bank in Asheville, North Carolina. Mr. Kimberly has over 25 years of banking experience including service as Market President in western North Carolina for SunTrust Bank with responsibility for the retail, commercial, and private wealth management lines of business.

He is a graduate of Wake Forest University with a B.A. in economics and attended the Graduate School of Banking of the South at Louisiana State University.

Investor Relations - Board of Directors - John Kimberly - President and CEO

Meet Your
President & CEO

Investor Relations - Board of Directors - John D. Kimberly - President and CEO

John Kimberly

Mr. Kimberly serves as President of Carolina Alliance Bank. Formerly, he was President and Chief Executive Officer of Forest Commercial Bank in Asheville, North Carolina. Mr. Kimberly has over 25 years of banking experience including service as Market President in western North Carolina for SunTrust Bank with responsibility for the retail, commercial, and private wealth management lines of business.

He is a graduate of Wake Forest University with a B.A. in economics and attended the Graduate School of Banking of the South at Louisiana State University.

Investor Relations - Board of Directors - R. Lamar Simpson - CFO and COO

Meet Your
CFO & COO

R. Lamar Simpson

Mr. Simpson serves as the Chief Financial Officer, Chief Operating Officer and Secretary of the Bank. Mr. Simpson is a Certified Public Accountant with over 35 years of accounting and financial management experience. Prior to joining the bank, he had eight years experience as Chief Financial Officer and Corporate Secretary of two publicly traded community financial institutions, First Spartan Financial Corp and New Commerce Bancorp.

Mr. Simpson graduated from Erskine College with a B.A. in business administration. He is a Member of the American Institute of Certified Public Accountants, the South Carolina Association of Certified Public Accountants, and the Financial Managers Society.

Meet Your
CFO & COO

Investor Relations - Board of Directors - R. Lamar Simpson - CFO and COO

R. Lamar Simpson

Mr. Simpson serves as the Chief Financial Officer, Chief Operating Officer and Secretary of the Bank. Mr. Simpson is a Certified Public Accountant with over 35 years of accounting and financial management experience. Prior to joining the bank, he had eight years experience as Chief Financial Officer and Corporate Secretary of two publicly traded community financial institutions, First Spartan Financial Corp and New Commerce Bancorp.

Mr. Simpson graduated from Erskine College with a B.A. in business administration. He is a Member of the American Institute of Certified Public Accountants, the South Carolina Association of Certified Public Accountants, and the Financial Managers Society.

Meet the Senior Management Team

Investor Relations - Board of Directors - Terry L. Cash

John Kimberly
President and
Chief Executive Officer

Investor Relations - Board of Directors - W. Louie Bissette, Jr

R. Lamar Simpson
Chief Financial Officer and
Chief Operating Officer

Carl L. Bartlett

David Barnett
Executive Vice President,
President South Carolina
Western Region

Carl L. Bartlett

Tim Camp
Executive Vice President,
Commercial Banking
Executive

Investor Relations - Board of Directors - Terry L. Cash

Jeff Covington
Executive Vice President,
Chief Credit Officer

Investor Relations - Board of Directors - W. Louie Bissette, Jr

Coleman Edmunds
Executive Vice President,
Retail Banking Executive

Investor Relations - Board of Directors - W. Louie Bissette, Jr

Larry Weiss
Executive Vice President,
Treasurer

Meet the Board of Directors

Terry L. Cash
Chairman, President and
Chief Executive Officer of the
Caman Group, Inc

W. Louis Bissette, Jr.
Vice Chairman, Counsel at McGuire,
Wood & Bissette, PA of Asheville, NC;
Former Mayor of Asheville, NC

Carl R. Bartlett
Retired Mayor of the Town of
Black Mountain, NC; Retired Senior
Vice President of Wachovia Bank
of Charlotte, NC

T. Alexander Evins
Attorney and Partner of
Parker Poe Adams & Bernstein LLP

Marshall E. Franklin
Chief Operations Officer at
Bob Jones University

 

Marsha H. Gibbs
Member of the executive management
team at Gibbs International, Inc.;
Author of “Growing with Grace”

George M. Groome
President and Chief Executive Officer
of Colton Groome & Company;
Managing Principal of Colton Groome
Financial Advisors, LLC in Asheville, NC

John D. Kimberly
President and Chief Executive Officer,
CAB Financial Corporation

 

Samuel H. Maw, Jr.
Retired Executive Vice President of
Flagstar Corporation; Retired President
and Chief Executive Officer of Denny’s

 

Susan H. McClinton
Treasurer and Owner of
William S. Hein & Company, Inc.

Byrd Miller III
Chief Financial Officer, Treasurer
and managing member of
William Barnet & Son, LLC

John S. Poole
Consultant, Carolina Alliance Bank;
Retired President and Chief Executive
officer of Carolina Alliance Bank

 

W. Allen Rogers II
Principal and Co-owner of Allen
C. Ewing & Co.; Partner with Peter
Browning Partner, LLC

R. Lamar Simpson
Chief Financial Officer, Chief
Operating Officer, and Secretary of
CAB Financial Corporation

Terrell Sovey
President of Management
Advisory Services, Inc.

Richard H. Sumerel
President and Chief Executive Officer,
Verdae Development, Inc.

 

Larry A. Webb
Principal and Broker with KDS
Commercial Properties

W. Lewis White, Sr.
President and Owner of W. Lewis
White Company, Inc.

News Releases

We have compiled all newsworthy information regarding Carolina Alliance Bank in one place.

News Releases

We have compiled all newsworthy information
regarding Carolina Alliance Bank in one place.

Investor Relations - Board of Directors - News Releases

Newsletters

Our newsletters are filled with information
about our community involvements, business
goals, money tips and promotions.

Newsletters

Our newsletters are filled with information
about our community involvements, business
goals, money tips and promotions.

Investor Relations - Board of Directors - Find Your Banker

Have any more questions?

Our experienced bankers will help answer any question you may have.

Have any more questions?

Our experienced bankers will help
answer any question you may have.

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