Jack Holden, CFA

Jack is a native of Louisville, Kentucky, and a graduate of the University of Louisville where he earned a BS in Business Administration in 1985. He also holds a Chartered Financial Analyst designation (1990). Jack started his investment career in 1983 with First Kentucky Trust as Portfolio Manager/Analyst, moving to Star Bank as Senior Portfolio Manager/Analyst. He later joined Mellon Private Asset Management as Vice President, Senior Portfolio Manager. Jack served on the equity team of Fort Washington Investment Advisors, Inc., as Managing Director and Senior Portfolio Manager and then moved to an affiliate, Todd Investment Advisors in 2006 as a member of the equity management team. Jack is an active member of the Louisville Society of Financial Analysts and the CFA Institute.