Profil
Mr. Richard W.
Holt, CFA MBA, is a President & Chief Investment Officer at IMA Wealth, Inc. He is on the Board of Directors at IMA Wealth, Inc. He joined our Wichita office in 2016.
He also serves as an Investment Policy Committee member and has over 18 years of experience in the financial services industry including financial analysis, new business development, staff supervision and team leadership.
Most recently served he as Vice President of Advisory Services for VSR Financial Services, Inc. Professional experience includes plan design consultation, plan provider due diligence, investment and plan reviews, client relationship management and employee education.
He earned a BS in Psychology and Economics in 1996 and an MBA in Finance and International Business from the University of Kansas.
Richard earned the Certified Financial Analyst designation.
Aktive Positionen von Richard William Holt
| Unternehmen | Position | Beginn |
|---|---|---|
IMA Wealth, Inc.
 IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Präsident | 01.01.2016 |
Ehemalige bekannte Positionen von Richard William Holt
| Unternehmen | Position | Ende |
|---|---|---|
Wealth Monitors, Inc.
 Wealth Monitors, Inc. Investment Banks/BrokersFinance Wealth Monitors, Inc. is a broker dealer headquartered in Overland Park, Kansas. The firm's philosophy is based upon discovering small-cap value with a strong growth component. The staff analyzes documents filed with the SEC. They conduct interviews and visit officers, directors and competitors. They seek to identify opportunities guided by a management team and board motivated to maximize shareholder value, companies that generate a precise paper trail and a share price providing a significant margin of safety. Wealth Monitors seeks absolute value not relative value | Analyst-Equity | 01.09.2010 |
Ausbildung von Richard William Holt
| University of Kansas | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Wealth Monitors, Inc.
Wealth Monitors, Inc. Investment Banks/BrokersFinance Wealth Monitors, Inc. is a broker dealer headquartered in Overland Park, Kansas. The firm's philosophy is based upon discovering small-cap value with a strong growth component. The staff analyzes documents filed with the SEC. They conduct interviews and visit officers, directors and competitors. They seek to identify opportunities guided by a management team and board motivated to maximize shareholder value, companies that generate a precise paper trail and a share price providing a significant margin of safety. Wealth Monitors seeks absolute value not relative value | Finance |
IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
