Bradley Holmes Email & Phone Number
Managing Director and Senior Investment Advisor @ Rockefeller Capital Management
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Bradley Holmes Location
- New York, NY, US
Bradley Holmes Work
- 2022 -now Managing Director and Senior Investment Advisor @
- 2019 -2022 Senior Vice President and Investment Advisor @
- 2015 -2019 Relationship Manager @
- 2009 -2014 Portfolio Manager @ Itau USA Asset Management
- 1993 -2009 Portfolio Manager @
Bradley Holmes Education
- New York University
Masters of Business Administration, MBA
1997-2000 - University of Michigan System
Bachelor's Degree
1989-1993
Bradley Holmes Skills
- Customized Investment Portfolios
- Portfolio Design and Construction
- Global Allocation
- Financial statement analysis
- Investment Analysis - Portfolio Construction
- Equity Valuation
- Competitive Analysis
- Business Strategy
- Separately Managed Accounts
- Analysis
- Management
- Asset Managment
- Fundamental Analysis
- Investment Management
- Equities
- Due Diligence
- Mutual Funds
- Valuation
- Asset Management
- Investments
- Portfolio Management
- Financial Modeling
- Financial Analysis
- Capital Markets
- Risk Management
- Capital
- Project Management
- Customer Service
- Portfolio Construction
- Investment Analysis
- Finance
- Equity
- Technology
Bradley Holmes Summary
- Bradley Holmes, based in New York, NY, US, is currently a Managing Director and Senior Investment Advisor at Rockefeller Capital Management. Bradley Holmes brings experience from previous roles at Rockefeller Capital Management, Merrill Lynch, Itau USA Asset Management and Oppenheimer Capital. Bradley Holmes holds a 1997 - 2000 Masters of Business Administration, MBA @ New York University. With a robust skill set that includes Customized Investment Portfolios, Portfolio Design and Construction, Global Allocation, Financial statement analysis, Investment Analysis - Portfolio Construction and more. Bradley Holmes has 2 emails and 3 mobile phone numbers on RocketReach.
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