Richard Holt Email & Phone Number

Financial Advisor, Portfolio Manager and Market Leader @ IMA Private Wealth

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Richard Holt Location

Wichita, KS, US

Richard Holt Work

Financial Advisor, Portfolio Manager and Market Leader @ IMA Private Wealth
2024 - now Market Leader, Advisor and Portfolio Manager @ IMA Private Wealth
2019 - 2024 President and Chief Investment Officer @ IMA Wealth, Inc.

2016 - 2019 Senior Vice President - Portfolio Manager @ IMA Wealth, Inc.
2011 - 2016 Vice President - Advisory Services @ VSR Financial Services
2010 - 2011 Investment Representative @ Fidelity Investments
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2003 - 2010 Investment Analyst @ Wealth Monitors Inc

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Richard Holt Education

University of Kansas - Graduate School of Business
2002 - 2003
The University of Kansas
1991 - 1996

Richard Holt Skills

Investments
Asset Management
Portfolio Management

Financial Services
Financial Analysis
Financial Advisory

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Richard Holt Summary

Richard Holt, based in Wichita, KS, US, is currently a Financial Advisor, Portfolio Manager and Market Leader at IMA Private Wealth. Richard Holt brings experience from previous roles at IMA Private Wealth, IMA Wealth, Inc. and VSR Financial Services. Richard Holt holds a 2002 - 2003 University of Kansas - Graduate School of Business. With a robust skill set that includes Investments, Asset Management, Portfolio Management, Financial Services, Financial Analysis and more. Richard Holt has 4 emails and 2 mobile phone numbers on RocketReach.

Richard Holt Emails

Found 4 emails

Richard Holt Phone Numbers

Found 5 phone numbers

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Richard Holt

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1
- venturegloballng.com
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Richard Holt

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Houston, TX, US
2
- gmail.com
- yahoo.com
5
- 713571XXXX
- 713547XXXX
- 713862XXXX
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Richard Holt

Director of Network Operations at GXO Logistics, Inc.

Leicester, GB
2
- unipart.com
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Richard Holt

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London, GB
1
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Top IMA Private Wealth Employees

Susan Pool

Senior Vice President at IMA Private Wealth

Wichita, KS, US
3
- gmail.com
- imacorp.com
- imawealth.com
2
- 316266XXXX
- 620212XXXX
Richard Holt

Financial Advisor, Portfolio Manager and Market Leader at IMA Private Wealth

Wichita, KS, US
4
- sbcglobal.net
- hotmail.com
- imacorp.com
- imawealth.com
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- 913226XXXX
- 913219XXXX
- 712246XXXX
- 314770XXXX
- 913768XXXX
Leigh Bennett

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Dallas, TX, US
3
- hotmail.com
- imawealth.com
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2
- 214707XXXX
- 972931XXXX
Phyllis Turkle

Client Services Representative at IMA Private Wealth

Wichita, KS, US
2
- imawealth.com
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1
- 316371XXXX

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