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Wednesday, Apr 24, 2024

Leaders of Influence – Wealth Managers: BRIAN D. HOLMES

Brian D. Holmes

President & CEO


Assets Under Management: $802,483,197

Brian D. Holmes, is the President and CEO of SEIA, which, along with its affiliates as of June 30, 2020, manages $11.5 billion of assets. Holmes is one of SEIA’s four founding partners, who have shared over two decades of teamwork together and he currently sits on SEIA’s investment committee. He has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients. He is a past member of the Schwab Institutional Advisory Board and served on the UCLA Department of Economics Board of Visitors to enhance the curriculum of the Business Economics major. Many notable clients, executive groups, corporations, and universities have retained him for lectures, including guest lectures in UCLA’s undergraduate Economics and Investment classes.

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