“I have a deep knowledge of investments from years spent working in institutional banking.
I was blessed to discover my passion helping investors achieve their personal goals.
I have always been inspired by the story of my grandfather who grew up in an impoverished background with only a junior high school level education, but became financially successful through hard work and studying investing.
I believe wise investing is about more than academic training, and is also cultivated by experience, perseverance and humility.”
Curtis J. Holden, CFA®
Senior Investment Officer
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 trustee and relationship manager. He entered wealth management in 2005 and worked for a local, independent wealth manager for 8 years.
Curtis joined the Tanglewood team in November 2013.
As a Senior Investment Officer, his responsibilities include investment research, fund due diligence, asset allocation and economic research. Curtis also serves as the primary relationship manager for clients enrolled in Tanglewood Portfolios.
Curtis has made appearances in online and print media as a guest commentator on the financial markets. He has been featured in the Wall Street Journal, CNBC.com, The Washington Post and The Houston Chronicle, among others.
Curtis is an Eagle Scout and has served as an adult volunteer for the Boy Scouts of America. In 2019, he was named Webelos Den Leader of the Year by the Northern Star District of the Bay Area Council, BSA. He is also active in the local community and serves as the Treasurer for his church and missionary fund. Curtis and his wife, Rachael, make their home in Pearland. They have four children. Their oldest two children are attending the University of Houston and the University of Oklahoma and the younger two children are in High School and Junior High School.