Richard W. Holt
CFA, Senior Vice President and Portfolio Manager
Richard joined our Wichita office in 2016. He serves as Investment Policy Committee member and has over 18 years of experience in the financial services industry including financial analysis, new business development, staff supervision and team leadership. Richard most recently served as Vice President of Advisory Services for VSR Financial Services, Inc. Professional experience includes plan design consultation, plan provider due diligence, investment and plan reviews, client relationship management and employee education. Richard earned a BS in Psychology and Economics in 1996 and an MBA in Finance and International Business from the University of Kansas. Richard earned the Certified Financial Analyst (CFA®) designation in 2017 and holds the FINRA Series 4, 7, 24, 28, 52, 53, 55, 63, 65, 86 and 87 examinations for Registered Representatives.
Office: 316-266-6584 | firstname.lastname@example.org