Curtis Joel Holden
Portfolio Manager-Equities at Tanglewood Wealth Management, Inc.
Curtis Joel Holden active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 01/11/2013 | - |
Career history of Curtis Joel Holden
Former positions of Curtis Joel Holden
| Companies | Position | Start | 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 a 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. They were acquired by Wealth Enhancement Group LLC in 2024. 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. | Analyst-Equity | 03/02/2012 | - |
| Analyst-Fixed Income | 03/02/2012 | - | |
| Director of Research - Fxd Inc | 03/02/2012 | - | |
| Director of Research - Equity | - | - | |
| Investment Committee Member | - | - |
Training of Curtis Joel Holden
| University of Houston | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Analyst-Equity | 1 |
| Analyst-Fixed Income | 1 |
| Director of Research - Fxd Inc | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 a 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. They were acquired by Wealth Enhancement Group LLC in 2024. 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 |
- Stock Market
- Insiders
- Curtis Joel Holden
- Experience
