Richard Holt Email & Phone Number
Market Leader, Advisor and Portfolio Manager @ IMA Private Wealth
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Richard Holt Location
- Wichita, KS, US
Richard Holt Work
- Market Leader, Advisor and Portfolio Manager @ (January 2024 - Present)
- President and Chief Investment Officer @ (June 2019 - January 2024)
- Senior Vice President - Portfolio Manager @ (June 2016 - June 2019)
- Vice President - Advisory Services @ VSR Financial Services (September 2011 - May 2016)
- Investment Representative @ (November 2010 - September 2011)
- Investment Analyst @ Wealth Monitors, Inc. (September 2003 - September 2010)
Richard Holt Education
- University of Kansas - Graduate School of Business
MBA (Finance and International Business)
2002-2003 - University of Kansas
BGS (University of Kansas football team - scholarship athlete. Participated in 1992 and 1995 Aloha Bowls.)
1991-1996
Richard Holt Skills
- Investments
- Asset Management
- Portfolio Management
- Financial Services
- Financial Analysis
- Financial Advisory
Richard Holt Summary
- Richard Holt, based in Wichita, KS, US, is currently a Market Leader, Advisor and Portfolio Manager at IMA Private Wealth. Richard Holt brings experience from previous roles at IMA Wealth, Inc., VSR Financial Services and Fidelity Investments. Richard Holt holds a 2002 - 2003 MBA in Finance and International Business @ 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 3 emails and 2 mobile phone numbers on RocketReach.
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Top IMA Private Wealth Employees
Richard Holt
Market Leader, Advisor and Portfolio Manager
Wichita, KS, US
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Associate Financial Planner
Derby, KS, US
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