Richard W. Holt

Richard Holt, CFA, is a seasoned financial professional with extensive experience in investment management and advisory services. Currently serving as Senior Vice President and Portfolio Manager at IMA Wealth, Inc. since June 2016, Richard holds a key role on the Oversight Committee and acts as Financial and Operational Principal. Prior to this, Richard was Vice President of Advisory Services at VSR Financial Services, where oversight was provided for a Registered Investment Advisor managing approximately $4.5 billion in assets. Richard's earlier career includes roles at Fidelity Investments as an Investment Representative, focusing on client engagement, and as an Investment Analyst at Wealth Monitors, Inc., where small and micro-cap equity investment opportunities were identified. Richard's educational background includes an MBA in Finance and International Business from the University of Kansas and a Bachelor of General Studies in Psychology and Economics from the same institution.