Curtis Joel Holden
Portfolio Manager-Equities at Tanglewood Wealth Management, Inc.
Profile
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.
Curtis Joel Holden active positions
| Companies | Position | Start |
|---|---|---|
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-Equities | 2013-10-31 |
Former positions of Curtis Joel Holden
| Companies | Position | End |
|---|---|---|
| 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. | Director of Research - Fxd Inc | - |
Training of Curtis Joel Holden
| University of Houston | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Private companies | 2 |
|---|---|
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 |
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 |
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