![Curtis Joel Holden](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Curtis Joel Holden
Gestionnaire de Portefeuille-Actions chez
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.
Postes actifs de Curtis Joel Holden
| Sociétés | Poste | Début |
|---|---|---|
Tanglewood Wealth Management, Inc.
 Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood seeks to preserve and enhance wealth over time. They take into consideration all investment risks and opportunities as well as inflation and various tax minimizing opportunities. The firm has four primary styles of stock selection: growth, value, growth-at-a-price, and index. | Gestionnaire de Portefeuille-Actions | 01/11/2013 |
Anciens postes connus de Curtis Joel Holden
| Sociétés | Poste | Fin |
|---|---|---|
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | - |
The Financial Advisory Group LLC
 The Financial Advisory Group LLC Investment ManagersFinance Financial Advisor Group primarily allocates client investment assets among various individual stocks, bonds/fixed income securities, municipal bonds mutual funds, ETFs and/or ETNs. | Directeur de Recherche - Fxd Inc | - |
Formation de Curtis Joel Holden
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
87
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
JPMorgan Chase & Co.
 JPMorgan Chase & Co. Major BanksFinance Provides banking, asset management, investment banking, credit card and mortgage services | Finance |
Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood seeks to preserve and enhance wealth over time. They take into consideration all investment risks and opportunities as well as inflation and various tax minimizing opportunities. The firm has four primary styles of stock selection: growth, value, growth-at-a-price, and index. | Finance |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance Financial Advisor Group primarily allocates client investment assets among various individual stocks, bonds/fixed income securities, municipal bonds mutual funds, ETFs and/or ETNs. | Finance |
