Charles Franklin Freeman, Jr.

Former Portfolio Manager at Holderness Investments Co.

Charles Franklin Freeman, Jr.

Charles Franklin Freeman, Jr.

Former Portfolio Manager at Holderness Investments Co.

Biography

Charles Franklin Freeman is former Trader at Datek Securities, former Portfolio Manager at Holderness Investments Co. and former Principal at AXA Equitable Life Insurance Co. He received an undergraduate degree from The University of North Carolina at Charlotte.

Overview
RelSci Relationships

7

Number of Boards

1

Contact Data
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Relationships
View Relationship Details
RelSci Relationships are individuals Charles Franklin Freeman, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.
Kim Cummings Carson

Vice President & Chief Compliance Officer at Holderness Investments Co.

Relationship likelihood: Strong

Richard Thurston Holderness

Founder at Holderness Investments Co.

Relationship likelihood: Strong

Gina S. Malone

Operations Manager at Holderness Investments Co.

Relationship likelihood: Average

Sandy S. Morrow

Operations Manager at Holderness Investments Co.

Relationship likelihood: Average

Didem Sonmez

Former Analyst at Datek Securities

Relationship likelihood: Average

Michael Intrator

President & Chief Executive Officer at Hudson Ridge Asset Management LLC

Relationship likelihood: Average

David Rosenberg

Co-Founder at Just Greens LLC

Relationship likelihood: Weak

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Charles Franklin Freeman, Jr.
Former Portfolio Manager at Holderness Investments Co.
Education
The University of North Carolina at Charlotte

UNC Charlotte is North Carolina's urban research institution. The campus is located in the piedmont of North Carolina, just two hours from the mountains and three hours from the Atlantic Ocean. A large public university with a small college feel, more than 28,700 students consider UNC Charlotte’s 1,000-acre campus their home away from home.

Career History
Portfolio Manager
2011 - 2017
Holderness Investments Co.

Holderness Investment Co. generally invests client assets in domestic and international stocks, bonds, mutual funds, and ETFs. The firm's selection process is rooted in an in-depth bottom-up company analysis, with consideration of their consensus macroeconomic outlook. Holderness primarily invests for relatively long-term horizons, often for 2 years or more, however, market developments could cause them to sell securities more quickly. They offer customized portfolio management and separately managed accounts. Holderness also participates in a UMA program sponsored by a broker-dealer and an unaffiliated investment advisory firm.^

Professional
2004 - 2010
Equitable Life Insurance Co.

Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY.

Trader
1998 - Prior
Datek Securities

Other Affiliations

Charles Franklin Freeman, Jr. is affiliated with Holderness Investments Co., Equitable Life Insurance Co., Datek Securities

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