Curtis Holden, Cfa Email and Phone Number
Experience in Investment Managment and Research; Institutional Trust; and Valuation.To continue developing skills and knowledge as a financial professional.Specialties: Asset allocation, fixed income and ETF trading, investment research, relationship mangement, compliance, and valuation.
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Adjunct Professor Of Business ManagementAlvin CollegeHouston, Tx, Us -
Senior Investment OfficerTanglewood Wealth Management Nov 2013 - PresentHouston, TxMember of Investment Committee overseeing $1.3 Billion in AUM. Focus on Investment and Economic Analysis.
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Director Of Investment ResearchThe Financial Advisory Group Sep 2005 - Nov 2013Member of Investment Committee overseeing $625 Million in AUM.
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Assitant Vice PresidentJpmorgan Chase Jun 1999 - Sep 2005Houston, Texas AreaCDO Trustee in InstitutionalTrust Services group. -
AnalystHoward, Frazier, Barker & Elliott Jun 1997 - Jun 1999Houston, Texas AreaPerformed valuation of closely held businesses and partnership interests.
Curtis Holden, Cfa Education Details
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Finance
Frequently Asked Questions about Curtis Holden, Cfa
What company does Curtis Holden, Cfa work for?
Curtis Holden, Cfa works for Alvin College
What is Curtis Holden, Cfa's role at the current company?
Curtis Holden, Cfa's current role is Adjunct Professor of Business Management.
What schools did Curtis Holden, Cfa attend?
Curtis Holden, Cfa attended University Of Houston.
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