Richard Thurston Holderness

Richard Thurston Holderness

Chief Executive Officer at Holderness Investments Co.

Finance
Consumer Services

Profile

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.

Richard Thurston Holderness active positions

CompaniesPositionStart
Chief Executive Officer 1995-07-31
All active positions of Richard Thurston Holderness

Former positions of Richard Thurston Holderness

CompaniesPositionEnd
Founder 1995-07-31
Founder -
See the detail of Richard Thurston Holderness's experience

Training of Richard Thurston Holderness

The University of North Carolina at Chapel Hill Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Richard Thurston Holderness's experience

Connections

4

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies3

Finance

Finance

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Richard Thurston Holderness