Richard Holt
Market Leader, Advisor and Portfolio Manager at IMA Private Wealth | Wichita, Kansas Metropolitan Area
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Market Leader, Advisor and Portfolio Manager at IMA Private Wealth in January 2024 to Present
President and Chief Investment Officer at IMA Wealth, Inc. in June 2019 to January 2024
Senior Vice President - Portfolio Manager at IMA Wealth, Inc. in June 2016 to June 2019
Vice President - Advisory Services at VSR Financial Services in September 2011 to May 2016
Investment Representative at Fidelity Investments in November 2010 to September 2011
Investment Analyst at Wealth Monitors, Inc. in September 2003 to September 2010
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University of Kansas, BGS, January 1991 to January 1996
University of Kansas - Graduate School of Business, MBA, January 2002 to January 2003
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Investments
Asset Management
Portfolio Management
Financial Services
Financial Analysis
Financial Advisory
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What is Richard Holt email address?
Email Richard Holt at [email protected] and [email protected]. This email is the most updated Richard Holt's email found in 2026.
How to contact Richard Holt?
To contact Richard Holt send an email to [email protected] or [email protected].
What company does Richard Holt work for?
Richard Holt works for IMA Private Wealth
What is Richard Holt's role at IMA Private Wealth?
Richard Holt is Market Leader, Advisor and Portfolio Manager
What is Richard Holt's Phone Number?
Richard Holt's phone (316) ***-*158
What industry does Richard Holt work in?
Richard Holt works in the Financial Services industry.
Richard Holt Email Addresses
Richard Holt Phone Numbers
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