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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

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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

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