Curtis Joel Holden
Portfolio Manager-Aktien bei Tanglewood Wealth Management, Inc.
Aktive Positionen von Curtis Joel Holden
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Karriereverlauf von Curtis Joel Holden
Ehemalige bekannte Positionen von Curtis Joel Holden
Unternehmen | Position | Beginn | 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 a 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. They were acquired by Wealth Enhancement Group LLC in 2024. 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. | Analyst-Equity | 03.02.2012 | - |
Analyst-Festverzinsliche Wertpapiere | 03.02.2012 | - | |
Forschungsdirektor - Fxd Inc | 03.02.2012 | - | |
Direktor der Forschung - Eigenkapital | - | - | |
Mitglied des Investmentausschusses | - | - |
Ausbildung von Curtis Joel Holden
University of Houston | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Director of Research - Fxd Inc | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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JPMORGAN CHASE & CO. | Finance |
Private Unternehmen | 2 |
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The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a 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. They were acquired by Wealth Enhancement Group LLC in 2024. 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 |
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