Richard W. Holt
CFA, Senior Vice President and Portfolio Manager
Richard joined IMA Wealth in 2016 and serves as a member of our Investment Policy Committee. He brings more than 14 years of experience in the financial services industry including financial analysis, new business development, staff supervision and team leadership. Prior to joining IMA Wealth, he most recently served as Vice President of Advisory Services for VSR Financial Services, Inc. Richard earned a BGS in Psychology and Economics in 1996 and an MBA in Finance and International Business from the University of Kansas in 2003. He earned the Chartered Financial Analyst (CFA®) designation from the CFA Institute in 2017 and has passed the FINRA Series 4, 7, 24, 52, 53, 55, 63, 65, 86 and 87 examinations for Registered Representatives.
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