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 courses in finance at Boston University and has also been a grader for the CFA® exams. 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.
Guy A. Tomase, CFP®, CRPC®, CMFC™
Guy is the Director of Financial Planning at Holmes Investment Management, Inc. He is a CERTIFIED FINANCIAL PLANNER™ and has over 20 years of experience in all aspects of the financial services industry. His primary focus is on providing comprehensive financial planning.
He holds a Bachelor of Science in Finance and Accounting from Bridgewater State University and a post-graduate Certificate in Financial Planning from Boston University. In addition to being a CFP®, Guy has his CRPC®, Chartered Retirement Planning Counselor designation and his CMFC™, Chartered Mutual Fund Counselor, designation from the College of Financial Planning.
Guy is a lifelong resident of southeastern Massachusetts. He and his wife, Sara, live in Mansfield with their three children.