Cargos activos de Richard William Holt
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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. | Director/Miembro de la Junta | 01/01/2016 | - |
| Director de Inversiones | 01/01/2016 | - | |
| Miembro del Comité de Inversión | 01/01/2016 | - | |
| Gestor de Cartera-Acciones | 01/01/2016 | - | |
| Presidente | 01/01/2016 | - |
Historial de carrera de Richard William Holt
Antiguos cargos conocidos de Richard William Holt.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
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 |
Formación de Richard William Holt.
| University of Kansas | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 4 |
Operativa
| Analyst-Equity | 1 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Finance | 3 |
| Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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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