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Howard Holmes is the Investment Adviser. He is a Chartered Financial Analyst Charterholder (CFA), has a Certificate in Advanced Management from Babson College, a Master's Degree in Finance from Bentley University and a Bachelor's Degree in Economics from the University of Massachusetts at Amherst.
Howard teaches part time graduate and undergraduate courses in finance in Boston. He also helps prepare CFA candidates for their exams and has been a grader for the the CFA test.
Prior to becoming an investment adviser he was a fixed income analyst (credit, private placement). Prior to that he held various positions in finance at Dunkin' Donuts/ Allied Domecq corporate offices near Boston.
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