Resourceful. Attentive. Social. Born in Ohio, Emilee came to Greensboro at a young age and has stayed since. She attended Randolph Community College in Asheboro to pursue her passion for photography. Emilee joined us in September of 2022 as our Administrative...
Knowledgeable. Organized. Innovative. Gina is a native of Bristol, Tennessee and relocated to the Greensboro area in 1990. She joined Holderness Investments in March 2010 and currently serves as Operations Manager for the firm. Gina is responsible for all account...
Certified Public Accountant NC Certificate #14588 Knowledgeable. Insightful. Focused. In addition to being a certified public accountant, Sheila is also a CERTIFIED FINANCIAL PLANNER® and a Personal Financial Specialist. With a focus on personal financial planning,...
Certified Public Accountant NC Certificate #8465 Professional. Strategic. Leader. A multi-versed financial professional holding brokerage and insurance licenses, Ken is a partner of Shahbaz, Carothers & Company, P.A. Certified Public Accountants. Ken has practiced...
Ryan joined Holderness Investments as a Wealth Advisor in 2024. He is responsible for providing comprehensive financial advice including retirement planning, income taxation, insurance planning, and estate planning. In addition to helping clients through the financial...
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...
