Richard Thurston Holderness
Algemeen Directeur bij Holderness Investments Co.
Profiel
Mr. Richard T.
Holderness, CFA MBA, is a President at Holderness Investments Co. He is a seasoned investment professional with over 37 years of experience.
At the firm, he is President and Chief Portfolio Manager and enjoys managing assets for an array of account types including high net worth individuals, corporations, and charitable organizations.
He is currently serves as Treasurer and Member of the Board of Directors for the North Carolina Tennis Foundation.
He has been actively involved with the work of the Foundation for over 20 years.
Mr. Holderness began his career in Raleigh in 1974 with the finance department of Durham Life Insurance Co. He held the positions of Assistant Vice President, Member of the Finance Committee, and Vice President in charge of the Securities Department.
He was directly responsible for managing a stock and bond portfolio in excess of $300,000,000.
In 1982, he returned to Greensboro, and along with two partners, formed North Carolina Trust Company in order to manage investments for individuals and corporations as well as provide general trust and financial consulting services.
At NC Trust, he served as President and Chief Investment Officer.
In 1987, he co-founded the Registered Investment Advisory firm Trent Capital Management, Inc. also in Greensboro, NC.
At Trent, he served as President and a member of the Board of Directors from the organization’s inception until August 1995 when he left to fulfill his desire to start his own firm, Holderness Investments Company.
For several years, he has served as a member of the UNC Chapel Hill Medical Foundation, and the UNC Greensboro Investment Fund committees.
He has also served on the UNC Greensboro Board of Visitors.
He graduated Phi Beta Kappa with a BA in History from the University of North Carolina at Chapel Hill, where he also earned his MBA in Finance.
He has been awarded the Chartered Financial Analyst and Fellow Life Management Institute designations.
Actieve functies van Richard Thurston Holderness
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Holderness Investments Co.
Holderness Investments Co. Investment ManagersFinance Founded in 1995, Holderness Investments Co. is a wealth management firm and registered investment advisor located in Greensboro, North Carolina. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, and other legal entities. | Algemeen Directeur | 01-08-1995 |
Eerdere bekende functies van Richard Thurston Holderness
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Trent Capital Management, Inc.
Trent Capital Management, Inc. Investment ManagersFinance Trent Capital Management, Inc. (Trent Capital) is an independent, SEC-registered investment advisor headquartered in Greensboro, North Carolina. The firm was founded by Jim Folds and Richard Holdernessin 1987. Trent Capital develops and manages discretionary investment portfolios for all types of investment entities which include individuals, trusts, foundations, endowments, partnerships and qualified retirement plans. | Oprichter | 01-08-1995 |
U.S. Trust Co. of North Carolina
U.S. Trust Co. of North Carolina Regional BanksFinance U.S. Trust Co. of North Carolina operates as a state chartered commercial bank. The company is based in Greensboro, NC. The company was founded by Richard Thurston Holderness. | Oprichter | - |
Opleiding van Richard Thurston Holderness
The University of North Carolina at Chapel Hill | Masters Business Admin |
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Bedrijven in privébezit | 3 |
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Holderness Investments Co.
Holderness Investments Co. Investment ManagersFinance Founded in 1995, Holderness Investments Co. is a wealth management firm and registered investment advisor located in Greensboro, North Carolina. The firm provides customized investment management services to high net-worth individuals and associated trusts, estates, pension and profit sharing plans, and other legal entities. | Finance |
U.S. Trust Co. of North Carolina
U.S. Trust Co. of North Carolina Regional BanksFinance U.S. Trust Co. of North Carolina operates as a state chartered commercial bank. The company is based in Greensboro, NC. The company was founded by Richard Thurston Holderness. | Finance |
Trent Capital Management, Inc.
Trent Capital Management, Inc. Investment ManagersFinance Trent Capital Management, Inc. (Trent Capital) is an independent, SEC-registered investment advisor headquartered in Greensboro, North Carolina. The firm was founded by Jim Folds and Richard Holdernessin 1987. Trent Capital develops and manages discretionary investment portfolios for all types of investment entities which include individuals, trusts, foundations, endowments, partnerships and qualified retirement plans. | Finance |