Gina S. Malone

Operations Manager at Holderness Investments Co.

Gina S. Malone

Gina S. Malone

Operations Manager at Holderness Investments Co.

Biography

Gina is a native of Bristol, Tennessee and relocated to the Greensboro area in 1990 with her family. She attended Virginia Intermont College and East Tennessee State University. Gina worked with Advanced Planning Concepts, Inc. and Ashby M. Cook, Jr. Financial Services in administration and office management. Gina joined Holderness Investments Company in March 2010 and currently serves as Operations Manager for the firm. She is responsible for all client account activity. Gina works closely with all of our clients to see to it that all operational functions for their accounts run smoothly, including the opening of all new accounts and movement of assets. She takes great pride in delivering personal and professional client service on a daily basis. Gina resides in Oak Ridge with her husband, Drew; they have two children, Justin and Deanna. She has been involved with volunteerism in local schools for over 17 years and is an advocate for children with special needs.

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Vice President & Chief Compliance Officer at Holderness Investments Co.

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Founder at Holderness Investments Co.

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Operations Manager at Holderness Investments Co.

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Former Portfolio Manager at Holderness Investments Co.

Relationship likelihood: Average

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Gina S. Malone
Operations Manager at Holderness Investments Co.
Career History
Operations Manager
Current

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.^

Other Affiliations

Gina S. Malone is affiliated with Holderness Investments Co.

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