Jonathan Morgan is a CFA® charterholder with 12 years of industry experience. He is currently with Holderness Investments Company, where he has worked since 2024. Prior to that, he spent two years at McShane Partners and eight years at SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC d/b/a Simarian Research for over a decade. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook, managing portfolios on multi-year horizons through discretionary mandates and actively managed ETF model strategies.

Richard Holderness is a CFA® charterholder with 16 years of industry experience. He has been with Holderness Investments Co since 1995. Outside of his advisory role, he is a member of Holderness Asset Solutions, LLC, where he provides insurance services to clients. Holderness Investments Company offers customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and manages portfolios on a multi-year horizon through discretionary mandates and actively managed ETF strategies.

Kenneth Shahbaz is a CERTIFIED FINANCIAL PLANNER™ and Personal Financial Specialist with 25 years of experience. He is a principal at Holderness Investments Co and has worked previously at Intercarolina Financial Services and Kestra Financial Services. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Co serves high-net-worth individuals and related entities, offering customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach with a focus on multi-year horizons and manages accounts primarily on a discretionary basis.

Sheila Falls is a CFP® and PFS™ professional with 14 years of industry experience. She is affiliated with Holderness Investments Co, where she has worked since 2017 as part of a six-advisor team. Falls also provides accounting services through her own practice and offers insurance services as a licensed agent with an affiliated insurance company. Holderness Investments Co serves high-net-worth individuals and related entities by providing customized portfolio management and comprehensive financial planning. The firm employs a bottom-up fundamental investment approach informed by macroeconomic views and manages most accounts on a discretionary basis.

Kim Eder is a CFA® charterholder with 24 years of industry experience. He has been with Holderness Investments Co. since 1995. Eder serves as Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., overseeing the third-party investment manager of the university’s endowment assets. He is also involved with Holderness Asset Solutions, LLC, providing insurance services to clients. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF strategies.

Ryan Vaudrin is a CFP® with 11 years of industry experience, currently serving at Holderness Investments Co. since 2024. His prior roles include positions at Waverly Advisors, LLC, McShane Partners (formerly Rinehart Wealth & Investment Advisory), and The Vanguard Group. Holderness Investments Company provides customized investment management primarily to high-net-worth individuals, trusts, estates, and institutional clients. The firm employs a bottom-up fundamental analysis combined with a consensus macroeconomic outlook and offers bespoke portfolio management alongside actively managed ETF model strategies.