Who We Are

Howard J. Holmes, CFA 

is the principal of Holmes Investment Management, Inc. and an Investment Adviser Representative. He is a Chartered Financial Analyst Charter holder (CFA®), has a Master of Science in Finance degree from Bentley University, holds a Certificate in Advanced Management from Babson College, and a Bachelor Degree in Economics from the University of Massachusetts at Amherst.
 
Howard teaches part time graduate and undergraduate courses in finance in Boston and has also been a grader for the the CFA® exams. Howard in the past has also taught courses at Roger Williams University, Suffolk University and Bridgewater State University.  Teaching has been a major way Howard gives back to those in the surrounding communities and develop the future generations love and understanding of finance.
 
Howard has been an active adviser at Holmes Investment Management since 1999 and has proudly grown his business through relationships created over the years.
 
Prior to becoming an investment adviser, he was a fixed income analyst (credit, private placement) for a large international insurance company. Prior to that he held various positions in finance at Dunkin' Donuts (Dunkin' Brands Group, Inc. (DNKN) corporate offices near Boston.