Richard HolmesVice President of Advisor Strategy

organizational roles
  • VP of Advisor Strategy
  • Operations
  • Sales
  • Marketing
education
  • BS, Finance – University of North Carolina at Charlotte
  • MBA, Applied Investment Management¬†– University of North Carolina at Charlotte

Richard Holmes is the Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation.

Rich had over 15 years of experience in small business management prior to joining the finance industry in 2013. He holds multiple degrees from the University of North Carolina at Charlotte, including a B.S. in Finance and an MBA focusing on Applied Investment Management. He comes to us from LPL Financial, where he served in several strategic positions.

When he’s not working with advisors, Rich enjoys spending time with friends and family, woodworking and traveling. He is also a passionate cook and avid outdoorsman. He currently resides in Huntersville, NC, with his wife and two sons.

Contact

312.796.7223
111 W Jackson Blvd
Suite 1140
Chicago, IL 60607

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