Curtis J. Holden, CFA®
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 son is pursing a degree in Mechanical Engineering and the younger three children are in High School and Middle School.
“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.”
Investors optimistic about 2019 despite uncertainty about Trump administration Bankrate, January 28, 2019
8 Best High-Growth Investments for Retirement U.S. News, January 22, 2019
Markets looking to bounce back after worst-ever Christmas Break Yahoo! Finance December 26, 2018
4 Smart Investment Moves for Near-Retirees U.S. News, December 14, 2018
12 Aggressive Funds to Buy for a Still-Bullish 2019 Kiplinger, December 12, 2018
Stocks' Sunny Finish Can't Make Up for Rocky Week: Markets Wrap Bloomberg, November 15, 2018
Markets give up early gains Yahoo! Finance, November 14, 2018
Tech Leads Stock Rebound as Oil Gains with Dollar: Markets Wrap Bloomberg, August 2, 2018
Wall Street ekes out gain as Nike surges Reuters, June 29, 2018
Caring About Clients' Total Financial Health The Wall Street Transcript, January 30, 2017
Volatility Falls to 2016 Low CNBC, March 3rd, 2016
Stocks Gain While Bonds, Emerging Assets Sink After Fed Comments Bloomberg.com, September 22, 2015
10 Reasons New Investors Should Enter the Market U.S. News, September 14, 2015
Bad News: Even After Panic, Stocks Aren’t Cheap CNBC.com, August 21, 2015
As China's economy grows, don't forget that it's a communist country Houston Chronicle, July 22, 2015
Sinking Feeling Hits S&P 500 as Buy the Dip Stops Paying Out Bloomberg.com, July 13, 2015
Trading Bank Stocks CNBC, July 10, 2015
Venezuela Index Skyrockets CNBC.com, July 10, 2015
Next Move For Chinese Stocks CNBC.com, July 10, 2015
Stocks With Soaring Valuations CNBC.com, June 26, 2015
Which Way Will the S&P Break? CNBC.com, June 26, 2015
Since 1979, This Has Signaled a Breakout in Stocks CNBC.com, June 26, 2015
3 Economic Trends That Matter to Investors in the Year's Second Half U.S. News and World Report, June 23, 2015
It's over! Stocks and Oil May Finally Break Up CNBC.com, February 8, 2015
Sticker Shock—Stock Valuations at 10-Year High CNBC.com, January 26, 2015
Houston Investment Officer Finds Fulfillment In Helping Others CBS Houston, January 12, 2015
Made in the USA! Investors Bet 2014's Big Trend Will Continue CNBC.com, December 7, 2014
With Stocks No Longer Cheap, Investors Reassess CNBC.com, November 16, 2014
Investors face unexpected taxes in Kinder Morgan deal Houston Chronicle, October 10, 2014
Wall Street Calms Down Ahead of the Jobs Report Washington Post, October 2, 2014
Concentrated Mutual Funds Pullling in Assets, Not Returns Reuters, May 22, 2014
Most Irrational Investing Missteps Mainstreet.com, January 30, 2014
Know the MLP Pitfalls Before Putting Money In FuelFix.com, January 5, 2014
Curtis Holden Recognition Plaque Houston Business Journal, December 13, 2013