Curtis is a native Houstonian and a sixth-generation Texan. He grew up in the Pearland area where he graduated from Pearland High School. Curtis 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 brings a unique mix of analytic and interpersonal skills. He started his professional career in valuation where he was charged with evaluating interest in family partnerships and closely-held businesses. Curtis then worked in banking where he served as an institutional tr
Curtis Holden
Senior Investment Officer, Tanglewood Wealth Management
Tanglewood Total Wealth Management
United States, Texas, Houston
About Me
Profile Information
Senior Investment Officer, Tanglewood Wealth Management
Tanglewood Total Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Houston
Texas
United States
Aug 21, 2024
More profiles to browse
Abigail Gunderson
Senior Wealth Advisor
Peter Faust
Senior Wealth Advisor
JM
John Merrill
President, Founder, Chief Investment Officer
Paul Buongiorno
Principal, Managing Director & Chief Investment Strategist
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management