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Jack Holmes Cfa

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Jack Holmes Cfa

Chief Investment Officer | Bridges Trust

Omaha, Nebraska, United States

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Jack Holmes Cfa

Summary

Jack Holmes is a seasoned Chief Investment Officer with a robust background in finance and investment strategies. Currently leading investment initiatives at Bridges Trust in Omaha, Nebraska, he has cultivated expertise in areas such as equity valuation, portfolio management, and credit analysis. His leadership extends beyond the corporate realm as he actively contributes to local non-profits, serving on boards that address food insecurity and educational support. With a Master's degree in Security Analysis & Portfolio Management from Creighton University and a Bachelor's in Finance from Colorado State University, Jack combines academic prowess with practical experience. His career trajectory showcases a commitment to both financial excellence and community service, making him a well-rounded professional in the investment landscape. Jack's ability to navigate complex financial environments is complemented by a passion for mentoring others in the industry. He is dedicated to fostering innovation and sustainability in investment practices.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Jack Holmes Cfa

Work Experience

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Chief Investment Officer at

Bridges Trust

July 2024 - Present

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Board Member at

Elkhorn Public Schools Foundation

January 2024 - Present

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Board Member at

Saving Grace Perishable Food Rescue

December 2022 - Present

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Senior Vice President, Relationship Manager at

Bridges Trust

April 2021 - July 2024

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Chief Investment Officer at

WealthPlan Partners

January 2015 - April 2021

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Investment Analyst/Investment Officer at

First Nebraska Trust Co

August 2011 - December 2014

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Senior Auditor at

Td Ameritrade

July 2008 - May 2011

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Jack Holmes Cfa

Education

Creighton University, Masters

January 2009 - January 2011

Colorado State University, Bsba

January 2001 - January 2005

Frequently Asked Questions about Jack Holmes Cfa

What is Jack Holmes Cfa email address?

Jack Holmes Cfa's primary email address is *******@bridgestrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jack Holmes Cfa work for?

Jack Holmes Cfa is a Chief Investment Officer at Bridges Trust.

Where Jack Holmes Cfa graduated from?

Jack Holmes Cfa holds a degree in Security Analysis & Portfolio Management from Creighton University.

How can I directly contact Jack Holmes Cfa?

To contact Jack Holmes Cfa directly, you can use the email address *******@bridgestrust.com. Complete contact information is available upon registration with Muraena.

Who is Jack Holmes Cfa?

Jack Holmes is a seasoned Chief Investment Officer with a robust background in finance and investment strategies. Currently leading investment initiatives at Bridges Trust in Omaha, Nebraska, he has cultivated expertise in areas such as equity valuation, portfolio management, and credit analysis. His leadership extends beyond the corporate realm as he actively contributes to local non-profits, serving on boards that address food insecurity and educational support. With a Master's degree in Security Analysis & Portfolio Management from Creighton University and a Bachelor's in Finance from Colorado State University, Jack combines academic prowess with practical experience. His career trajectory showcases a commitment to both financial excellence and community service, making him a well-rounded professional in the investment landscape. Jack's ability to navigate complex financial environments is complemented by a passion for mentoring others in the industry. He is dedicated to fostering innovation and sustainability in investment practices.

Jack`s contact details

mail

*******@bridgestrust.com

Colleagues

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Nick Wilwerding

President & Chief Executive Officer

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Brenda Keady

Vice President - Investment Operations

Steve Woodward

Chief Compliance Officer

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Nancy Dodge

Vice President and Trust Officer

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Cap Brett Lindstrom

Senior Vice President, Relationship Manager

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Kelly Leeper

Vice President Family Office Services

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Brian Miles

Attorney At Law

Miranda Nielsen Ctfa Aep

Vice President, Trust Officer

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