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Richard Thurston Holderness
Vorstandsvorsitzender bei
Holderness Investments Co.
Profil
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.
Aktive Positionen von Richard Thurston Holderness
| Unternehmen | Position | Beginn |
|---|---|---|
Holderness Investments Co.
 Holderness Investments Co. Investment ManagersFinance Holderness generally invests client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (ETFs). The firm’s investment selection process is rooted in an in-depth bottom-up company analysis while acknowledging their consensus macroeconomic outlook. | Vorstandsvorsitzender | 01.08.1995 |
Ehemalige bekannte Positionen von Richard Thurston Holderness
| Unternehmen | Position | Ende |
|---|---|---|
Trent Capital Management, Inc.
 Trent Capital Management, Inc. Investment ManagersFinance Trent Capital looks for strong, attractive businesses offered at reasonable prices based on Trent valuation metrics and parameters. As a value-oriented money manager that leans toward growth businesses (GARP = Growth at Reasonable Prices), their portfolios include investments in undervalued companies, often when the companies are out of favor or simply overlooked. The firm follows a bottom-up approach by selecting stocks and bonds individually. | Gründer | 01.08.1995 |
U.S. Trust Co. of North Carolina
 U.S. Trust Co. of North Carolina Regional BanksFinance Operates as a state chartered commercial bank | Gründer | - |
Ausbildung von Richard Thurston Holderness
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
4
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
U.S. Trust Co. of North Carolina
U.S. Trust Co. of North Carolina Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Trent Capital Management, Inc.
Trent Capital Management, Inc. Investment ManagersFinance Trent Capital looks for strong, attractive businesses offered at reasonable prices based on Trent valuation metrics and parameters. As a value-oriented money manager that leans toward growth businesses (GARP = Growth at Reasonable Prices), their portfolios include investments in undervalued companies, often when the companies are out of favor or simply overlooked. The firm follows a bottom-up approach by selecting stocks and bonds individually. | Finance |
Holderness Investments Co.
Holderness Investments Co. Investment ManagersFinance Holderness generally invests client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (ETFs). The firm’s investment selection process is rooted in an in-depth bottom-up company analysis while acknowledging their consensus macroeconomic outlook. | Finance |
The University of North Carolina at Chapel Hill
 The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
