Richard Thurston Holderness

Founder at Holderness Investments Co.

Richard Thurston Holderness

Richard Thurston Holderness

Founder at Holderness Investments Co.

Overview
Career Highlights

U.S. Trust Co. of North Carolina
Holderness Investments Co.
Trent Capital Management, Inc.

RelSci Relationships

123

Number of Boards

5

Number of Awards

2

Interests

Tennis

Contact Data
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Relationships
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Vice President & Investment Officer at The Weaver Family Foundation

Relationship likelihood: Strong

Founder at Sage Leadership Strategies LLC

Relationship likelihood: Strong

Vice President & Chief Compliance Officer at Holderness Investments Co.

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Listingbook LLC

Relationship likelihood: Strong

Former President at Southern Optical Co.

Relationship likelihood: Strong

Vice Chancellor at The University of North Carolina at Greensboro

Relationship likelihood: Strong

Former Portfolio Manager at Holderness Investments Co.

Relationship likelihood: Strong

Assistant VC for Foundation Finance at The University of North Carolina at Greensboro

Relationship likelihood: Strong

Director at The University of North Carolina at Greensboro Investment Fund, Inc.

Relationship likelihood: Strong

Director at The University of North Carolina at Greensboro Investment Fund, Inc.

Relationship likelihood: Strong

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Richard Thurston Holderness
Founder at Holderness Investments Co.
Education
BA in History with Phi Beta Kappa

The University of North Carolina at Chapel Hill also known as UNC, UNC-Chapel Hill, Chapel Hill, North Carolina, or simply Carolina is a coeducational public research university located in Chapel Hill, North Carolina, United States. North Carolina has been consistently ranked among the highest ranked universities in the United States and is one of the original eight Public Ivy schools that provide an Ivy League experience for a public schooling price. After being chartered in 1789, the university first began enrolling students in 1795, which allows it to be one of three schools to claim the title of the oldest public university in the United States.

MBA in Finance

Established in 1919 as the Department of Commerce of UNC Chapel Hill's College of Arts, the School was renamed the Kenan-Flagler Business School in 1991 to honor two prominent American business families and benefactors of the School: philanthropist Mary Lily Kenan Flagler and her husband, Henry Morrison Flagler. The renaming was in recognition of a generous gift from Frank Hawkins Kenan, another Kenan family member and benefactor of the School's Kenan Institute of Private Enterprise.

Career History
Founder
1995 - 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.^

Co-Founder
1987 - 1995

Trent Capital is a mid/large-cap GARP manager. They use bottom-up research in their stock selection. Trent's investment philosphy is that low risk equals high reward. The firm maintains a low turnover rate.

President & Chief Investment Officer
1982 - Prior

North Carolina Trust Co., part of Bank of America Corp., is a company headquartered in Greensboro, NC, that operates as a state chartered commercial bank. The firm was founded by Richard Thurston Holderness.

Boards & Committees
Member, Finance Committee
Prior

Durham Life Insurance Co., a subsidiary of AEGON NV, is a company headquartered in Durham, NC. The firm provides life insurance services.

Director
Prior

The Medical Foundation of North Carolina, Inc. secures financial and volunteer resources for the UNC School of Medicine and UNC Health Care to provide for a healthier future through medical education, research, and patient care.

Member, Board of Visitors
Prior

The University of North Carolina at Greensboro (UNCG), also known as UNC Greensboro, is a public research university in Greensboro, North Carolina, United States and is a constituent institution of the University of North Carolina system. However, UNCG, like all members of the UNC system, is a stand alone university and awards its own degrees. UNCG is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award baccalaureate, masters, specialist and doctoral degrees.

Political Donations
$200
2002
$100
2000

Member (Attorney) at Robinson, Bradshaw & Hinson PA

Awards & Honors
CFA (Chartered Financial Analyst)
Fellow, Life Management Institute
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