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.
Akhil Shah
Akhil Shah is the Manager of Investment Strategies & Client Relations at Holmes Investment Management. With a deep passion for financial markets and a sharp analytical mind, Akhil plays a pivotal role in helping clients navigate complex investment landscapes and grow their portfolios.
His journey with HIM began in 2022 as an intern, where his expertise and dedication quickly set him apart. Rising through the ranks, he became a key figure on the trading desk, leveraging his knowledge of derivatives and market strategy to drive client success.
Akhil holds a BSc in Economics from the LSE, University of London and a Master’s in Finance from Boston University. His academic foundation, combined with hands-on experience in portfolio management, allows him to craft tailored investment strategies that align with client goals.
Beyond his professional accomplishments, Akhil is passionate about financial education. He serves as a guest lecturer for Boston University’s graduate-level Derivatives course, sharing his insights with the next generation of finance professionals.
At Holmes Investment Management, Akhil is committed to delivering expert guidance, ensuring that each client receives the strategic support they need to achieve long-term financial success.
Amir Alamir
Amir Alamir is a key force in Quantitative Trading and Risk Management at Holmes Investment Management. With a sharp analytical mind and a passion for financial markets, Amir plays a vital role in optimizing trading strategies and managing risk for client portfolios.
His journey with HIM began as an intern, where his talent for quantitative analysis and market dynamics quickly set him apart. A Master’s graduate in Finance from Boston University and recipient of the prestigious Student of the Year award, Amir has continuously demonstrated his ability to apply innovative solutions to complex financial challenges.
Amir’s groundbreaking thesis on market stability driven by options flow was recently presented at World Finance and Banking, a prestigious international conference in Europe. His research, combined with his hands-on experience, brings a new level of analytical depth to our trading and risk management strategies.
At Holmes Investment Management, Amir’s expertise in quantitative modeling and risk assessment strengthens our ability to navigate volatile markets while ensuring long-term stability and growth for our clients. His dedication to innovation and precision makes him an invaluable asset to our team.