CFA, Senior Research Analyst, Charles Schwab Investment Advisory
Holt researches international equity and fixed income mutual funds that appear on the Schwab Mutual Fund OneSource Select List®, as well as funds that are included in Schwab Managed PortfoliosTM. Prior to joining Schwab in 2007, Holt worked as a research associate for Windermere Investment Associates, where he researched, selected and monitored long-short equity and global macro hedge fund strategies for Windermere client portfolios.
Holt received a bachelor's degree in economics from the University of Oregon. He is a Chartered Financial Analyst charterholder.
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