Sandy S. Morrow

Operations Manager at Holderness Investments Co.

Sandy S. Morrow

Sandy S. Morrow

Operations Manager at Holderness Investments Co.

Biography

Ms. Sandy S. Morrow is Operations Manager at Holderness Investments Co. She has several years of experience in trust administration and the investment advisory business. She joined Holderness Investments in September 2000. She is responsible for all client account activity. In March 1993, Ms. Morrow joined North Carolina Trust Company as Employee Benefit Services Account Administrator, and she was promoted to Employee Benefit Services Officer in April 2000.Ms. Morrow graduated from the University of Mary Washington in Fredericksburg, VA with a BA degree in History and certification to teach social studies on the secondary level.

Overview
RelSci Relationships

28

Number of Boards

1

Relationships
RelSci Relationships are individuals Sandy S. Morrow likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Main Street Community Foundation

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at Phoenix Life Insurance Co.

Relationship likelihood: Strong

Executive Vice President at Directed Services LLC

Relationship likelihood: Strong

Partner, Vice President & Portfolio Manager at Granahan Investment Management, Inc.

Relationship likelihood: Strong

Executive Vice President, Group Benefits at The Hartford

Relationship likelihood: Strong

Managing Partner at Locke Lord LLP

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at United Technologies Corporation

Relationship likelihood: Strong

Director at Hartford Area Habitat for Humanity

Relationship likelihood: Strong

Director at The Connecticut Forum

Relationship likelihood: Strong

Director at The Connecticut Forum

Relationship likelihood: Strong

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Sandy S. Morrow
Operations Manager at Holderness Investments Co.
Education

Surrounded by history, the University of Mary Washington is a respected school with many bachelor’s degree offerings for students. The campus is located in Fredericksburg, Virginia, near the site of a historic Civil War battle. Biological Sciences, Computer Science, Historic Preservation, Earth and Environmental Sciences, Psychology, Music, Theatre and Dance, Management and Marketing, and Sociology and Anthropology are among the programs available to study. If financial aid concerns are keeping you from completing your education, you can fill out the free FAFSA application to see if you qualify for aid like loans, grants, and work-study programs, which will help cover tuition and other educational expenses. Student services at UMW are available to help fulfill many normal student needs. Student advising and psychological services can assist students with their academic and emotional needs. There is also a book store, health services, and student activities. When looking for employment after graduation, be sure to visit the career center, which can offer you individual counseling, career workshops, mock interviews, a resource library, and online job and internship listing. There are also twice-annual career fairs to help students enter the workforce.

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.^

Professional
1993 - 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
Director
Current

The Connecticut Forum provides live and unscripted conversations among renowned experts and celebrities, and community outreach programs including the Connecticut YOUTH Forum. The company was founded in 1992 and is headquartered in Hartford, CT.

Other Affiliations
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Sandy S. Morrow. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Sandy S. Morrow's profile does not indicate a business or promotional relationship of any kind between RelSci and Sandy S. Morrow.