Holderness Investments Co

Jonathan Morgan is a CFA® charterholder with 13 years of industry experience. He has worked at Holderness Investments Company since 2024 and previously held roles at McShane Partners and SP Capital Management LLC. Morgan was also involved with Simarian Enterprises LLC, operating as Simarian Research, from 2011 to 2022. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm uses fundamental, bottom-up company analysis combined with a macroeconomic outlook and offers both discretionary and non-discretionary portfolio management along with ETF-based model strategies.

Richard Holderness is a CFA® charterholder with 16 years of industry experience. He has been with Holderness Investments Co since 1995. In addition to his advisory role, he is a member of Holderness Asset Solutions, LLC, where he provides insurance services. Holderness Investments Company offers customized investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans. The firm uses a fundamental, bottom-up approach combined with a consensus macroeconomic outlook, employing both discretionary management and ETF-based model strategies.

Kenneth Shahbaz is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. He is a member of the Holderness Investments Co team and has worked with Holderness since 2017. Prior to this, he held roles at Intercarolina Financial Services and Kestra Financial Services, Inc. Shahbaz is also the owner and manager of Shahbaz Carothers & Company, PA, a tax and accounting firm, and serves in leadership roles on the board and audit committee of the Old North State Council of the Boy Scouts of America. Holderness Investments Company provides customized investment management and financial planning primarily to high-net-worth individuals, associated trusts and estates, and pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment approach with multi-year horizons and combines tailored portfolio management with ETF-based model strategies, including a growth model that incorporates digital assets.

Sheila Falls is a CFP® and PFS™ credentialed financial advisor with 14 years of industry experience, currently with Holderness Investments Co. She has held previous roles at firms including Intercarolina Financial Services and Shahbaz Southern & Company. Outside of her advisory work, she provides accounting services through her own practice and offers insurance services as a licensed agent with Holderness Asset Solutions, LLC. Holderness Investments Company serves high-net-worth individuals, trusts, estates, and pension and profit-sharing plans by providing customized investment management and financial planning. The firm employs a fundamental, bottom-up investment approach with a multi-year horizon and offers both tailored portfolio management and ETF-based model strategies.

Kim Eder is a CFA® charterholder with 24 years of industry experience, currently serving at Holderness Investments Co. since 1995. He is a member of Holderness Asset Solutions, LLC, where he provides insurance services, and he serves as Chair of the Board of Directors for The University of North Carolina at Greensboro Investment Fund, Inc., overseeing the management of university endowment assets. Holderness Investments Company offers customized investment management and financial planning primarily to high-net-worth individuals, trusts and estates, as well as pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment process with a multi-year horizon and provides both discretionary and non-discretionary portfolio management along with actively managed model strategies.

Ryan Vaudrin is a CFP® professional with 12 years of industry experience. He is currently with Holderness Investments Co and has previously worked at Waverly Advisors, McShane Partners (formerly Rinehart Wealth & Investment Advisory), and THE Vanguard Group. Holderness Investments Company offers customized investment management and financial planning primarily to high-net-worth individuals, trusts and estates, and pension and profit-sharing plans. The firm employs a fundamental, bottom-up investment process combined with a consensus macroeconomic outlook and manages portfolios with a focus on multi-year horizons, including tailored strategies and ETF-based model portfolios.