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.
Inquirer quotes Paul Nolte, SVP & Sr. Portfolio Manager. Kingsview SVP Paul Nolte discusses the S&P 500 downgrade in earnings. Click here to read the full article.
Paul Nolte, Senior VP at Kingsview Wealth Management, joins Bob Sirott to discuss the market’s slight bounce back and what personal consumption expenditure is. He also talks about inflation reports […]
Global markets pulled back again last week following the Fed’s announcement that it would tighten by another 75 basis points and keep rates higher for longer. Major indices are back to […]
September 26, 2022 Hike it until you break it. The new mantra for the Fed is catching the markets off guard, as they figured the Fed would cave once the […]