Jeffrey Holmes, CFA

Senior Equity Analyst

Biography

Jeffrey Holmes, CFA, is a Senior Equity Analyst for the Red Granite Growth Equity strategies at ZCM, focusing on the Health Care and Consumer Staples sectors. Prior to joining the firm in 2011, Jeffrey was a Partner and Research Director at Red Granite Advisors, LLC. Prior to that, he was with Baird Investment Management as a Senior Research Analyst for the health care sector. He has 26 years of experience related to health care, including 22 years managing equity investments and six years of clinical and marketing experience in pharmaceuticals. Prior to joining Baird Investment Management, Jeffrey also held positions at Tucker Anthony Sutro and Principal Financial Securities, Inc.

Jeffrey received his M.B.A. in Finance from the University of Wisconsin-Milwaukee. He is a CFA® charterholder and a member of CFA Institute and CFA Society. After Jeffrey earned a B.S. degree in Pharmacy from the University of Wisconsin-Madison, he worked as a hospital pharmacist and a sales representative for Sandoz Pharmaceuticals.

 

Teams

Red Granite Group

Strategies Managed

Red Granite Large Cap Growth

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