Shane Holt Location
Santa Barbara, CA, US
Shane Holt Work
- 2025 - now Senior Wealth Advisor @ Mission Wealth
- 2021 - 2025 Wealth Advisor @ Mission Wealth
- 2019 - 2020 Senior Client Advisor Associate @ Mission Wealth
- 2018 - 2019 Client Advisor Associate @ Mission Wealth
- 2017 - 2018 Operations Consultant @ VentureLoop
- 2016 - 2017 Investment Counselor @ Fisher Investments
- 2012 - 2015 Financial Advisor Associate @ Cerity Partners
- 2008 - 2012 Analyst @ Cerity Partners
Shane Holt Education
- University of California, Berkeley
- Sonoma State University
Shane Holt Skills
- Investments
- Asset Allocation
- Equities
- Fixed Income
- Economics
- Mutual Funds
- Portfolio Management
- Econometrics
- Due Diligence
- Systems Analysis
Shane Holt Summary
Shane Holt, based in Santa Barbara, CA, US, is currently a Senior Wealth Advisor at Mission Wealth. Shane Holt brings experience from previous roles at Mission Wealth and VentureLoop. Shane Holt holds a University of California, Berkeley. With a robust skill set that includes Investments, Asset Allocation, Equities, Fixed Income, Economics and more. Shane Holt has 4 emails and 2 mobile phone numbers on RocketReach.
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Top Mission Wealth Employees
-
Dannell Stuart
President at Mission Wealth
Santa Barbara, CA, US14 -
Matthew Adams
CEO and Managing Partner at Mission Wealth
California, United States15 -
35+
-
Diane Williamson
Chief Operating Officer at Mission Wealth
Santa Barbara, CA, US23 -
Jessica Neves
Chief People Officer at Mission Wealth
Phoenix, AZ, US13 -
Kieran Osborne
Chief Investment Officer at Mission Wealth
Santa Barbara, CA, US33 -
Ryan Niedbalski
Managing Director at Mission Wealth
Austin, TX, US24 -
Sara Clark
Chief Client Officer and Partner at Mission Wealth
Los Angeles, CA, US13 -
Brian Sottak
Partner and Managing Director at Mission Wealth
Santa Barbara, CA, US25+ -
Emil Nazaretyan
Partner and Director of Investments at Mission Wealth
Santa Barbara, CA, US34 -
Jeff Avila
Partner and Managing Director at Mission Wealth
Santa Barbara, CA, US12 -
Geoff Gaggs
Partner | Senior Client Advisor at Mission Wealth
Santa Barbara, CA, US33 -
Jenna Rogers
Partner | Managing Director at Mission Wealth
Santa Barbara, CA, US11 -
22
-
Lisa Murphy
Partner, Senior Wealth Advisor at Mission Wealth
San Diego, CA, US23 -
24
-
22
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