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Curtis J. Holden, CFA

Senior Investment Officer
 

Responsibilities:

  • Member of TWM Investment Committee
  • Investment research and idea generation
  • Asset allocation research including style and sector analysis
  • Analysis of mutual funds, ETFs, indices, and underlying stocks and bonds used to implement chosen asset allocation strategy
  • Benchmark analysis/portfolio attribution - Analyze overweights, underweights, exposures versus the benchmark

Professional Experience:

  • Over 8 years of research and portfolio management experience in the Houston wealth management community
  • Experience serving as a Trustee for multi-billion dollar institutional accounts
  • Expertise in ETF and bond trading and security valuation.

Education:

  • MS Finance, The University of Houston, Bauer College of Business, 2001
  • BBA in Finance, The University of Houston, Bauer College of Business, 1997
  • CFA Charterholder and member of The Houston Society of Financial Analysts

Community Involvement:

  • Eagle Scout and adult volunteer for Boy Scouts of America
  • Treasurer for local faith-based organization

Media Appearances:
Houston Chronicle, January 5, 2014  
 
 

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