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Saturday, Apr 13, 2024

Leaders of Influence: Wealth Managers 2024 – Brian Holmes

Custom Content by the Los Angeles Business Journal

President, CEO
Signature Estate & Investment Advisors, LLC (SEIA)

Brian D. Holmes, MS, CFP, AIF is the president and CEO of SEIA. As of December 31, 2023, SEIA and its affiliates manage $19.1 billion of assets. He 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. Holmes has been in the investment management business for over 35 years, maintaining a successful independent private practice with his team for over 300 clients.

Holmes was named to the Barron’s Hall of Fame in 2019, as one of 145 advisors nationwide. 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 Holmes for lectures, including guest lectures at UCLA’s undergraduate Economics and Investments classes.

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