CoverProfile

Curtis Holden

Senior Investment Officer, Tanglewood Wealth Management

Tanglewood Total Wealth Management

United States, Texas, Houston

About Me

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

View more

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

Profile Photo
Brian Merrill
Partner, Shareholder, Director of Marketing, Investment Committee
Profile Photo
Paul Buongiorno
Principal, Managing Director & Chief Investment Strategist
Profile Photo
Abigail Gunderson
Senior Wealth Advisor
Profile Photo
Jeff Speight
Senior Wealth Advisor

You Might Like

RD
Russ Degitz
Principal
Huntington University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial