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Aktive Positionen von Richard William Holt
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
IMA Wealth, Inc.
![]() IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Direktor/Vorstandsmitglied | 01.01.2016 | - |
Chief Investment Officer | 01.01.2016 | - | |
Mitglied des Investmentausschusses | 01.01.2016 | - | |
Portfolio Manager-Aktien | 01.01.2016 | - | |
Präsident | 01.01.2016 | - |
Karriereverlauf von Richard William Holt
Ehemalige bekannte Positionen von Richard William Holt
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealth Monitors, Inc.
![]() Wealth Monitors, Inc. Investment Banks/BrokersFinance Wealth Monitors, Inc. is a broker dealer headquartered in Overland Park, Kansas. The firm's philosophy is based upon discovering small-cap value with a strong growth component. The staff analyzes documents filed with the SEC. They conduct interviews and visit officers, directors and competitors. They seek to identify opportunities guided by a management team and board motivated to maximize shareholder value, companies that generate a precise paper trail and a share price providing a significant margin of safety. Wealth Monitors seeks absolute value not relative value | Analyst-Equity | 01.09.2003 | 01.09.2010 |
Ausbildung von Richard William Holt
University of Kansas | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Analyst-Equity | 1 |
Masters Business Admin | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Wealth Monitors, Inc.
![]() Wealth Monitors, Inc. Investment Banks/BrokersFinance Wealth Monitors, Inc. is a broker dealer headquartered in Overland Park, Kansas. The firm's philosophy is based upon discovering small-cap value with a strong growth component. The staff analyzes documents filed with the SEC. They conduct interviews and visit officers, directors and competitors. They seek to identify opportunities guided by a management team and board motivated to maximize shareholder value, companies that generate a precise paper trail and a share price providing a significant margin of safety. Wealth Monitors seeks absolute value not relative value | Finance |
IMA Wealth, Inc.
![]() IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |
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