Curtis Joel Holden
Portfolio Manager-Aktien bei Tanglewood Wealth Management, Inc.
Profil
Mr. Curtis J.
Holden is a Senior Investment Officer at Tanglewood Wealth Management, Inc. His responsibilities include investment research, fund due diligence, asset allocation and economic research.
He also serves as the primary relationship manager for clients enrolled in Tanglewood Portfolios.
He joined the Tanglewood team in November 2013.
Prior to joining Tanglewood Wealth Management, Mr. Holden was employed as an Assistant Vice President by JPMorgan Chase & Co. and a Director of Investment Research & Analyst by The Financial Advisory Group, Inc.
He holds a BBA in Finance from The University of Houston, Bauer College of Business (1997) and a Master of Science in Finance from The University of Houston, Bauer College of Business (2001).
He is a CFA charter holder and member of the Houston Society of Financial Analysts.
Aktive Positionen von Curtis Joel Holden
| Unternehmen | Position | Beginn |
|---|---|---|
Tanglewood Wealth Management, Inc.
 Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Portfolio Manager-Aktien | 01.11.2013 |
Ehemalige bekannte Positionen von Curtis Joel Holden
| Unternehmen | Position | Ende |
|---|---|---|
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
The Financial Advisory Group LLC
 The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Forschungsdirektor - Fxd Inc | - |
Ausbildung von Curtis Joel Holden
| University of Houston | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Private Unternehmen | 2 |
|---|---|
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Finance |
Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Finance |
