Jon Michael Morgan brings over 25 years of investment management experience to Holderness Investments. As a Senior Portfolio Manager, he co-managed Banc of America’s $1 billion Columbia Small Cap Growth II Fund. During Jon Michael’s tenure, the Fund became a...
Experienced. Intuitive. Visionary. A native of Greensboro, Kim has been an investment advisor since 1995 and currently serves as Vice-President and Chief Compliance Officer of Holderness Investments. She works closely with clients and their families to help them...
Trusted. Respected. Entrepreneur. A native of Greensboro, Richard is a highly regarded investment professional. He is the founder, President and Chief Investment Officer of Holderness Investments. He excels at managing assets for an array of account types including...
