Profile
Mr. David L.
Holmes is Chief Investment Officer at Dunham Trust Co. Prior to joining Dunham Trust, Mr. Holmes had experience in accounting management during the 1980's culminating in 5 years as VP Finance of Realty Income Corporation.
He worked five years as an investment advisor with Morgan Stanley in the early 1990's and finished the 90's with five years as Vice President and portfolio Manager for Whittier Trust Company of Nevada.
Assets grew during those 5 years from under $200 million to $1 billion.
Mr. Holmes holds an MBA in Finance, a Certified Trust and Financial Advisor certificate, and a Certified Management Accountant certificate.
He completed Morgan Stanley's 10 month Portfolio Management and Capital Market Training program in 1990.
Former positions of David L. Holmes
| Companies | Position | End |
|---|---|---|
Dunham Trust Co.
 Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Chief Investment Officer | 2011-12-30 |
Adagio Trust Co.
 Adagio Trust Co. Investment ManagersFinance Founded in 2001, Adagio Trust Co. is a registered investment advisor based in Reno, Nevada. | President | 2008-12-30 |
Whittier Trust Co.
 Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Corporate Officer/Principal | - |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
| REALTY INCOME CORPORATION | Corporate Officer/Principal | - |
Training of David L. Holmes
| Brigham Young University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| REALTY INCOME CORPORATION | Finance |
| Private companies | 4 |
|---|---|
Adagio Trust Co.
Adagio Trust Co. Investment ManagersFinance Founded in 2001, Adagio Trust Co. is a registered investment advisor based in Reno, Nevada. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Finance |
Whittier Trust Co.
Whittier Trust Co. Investment ManagersFinance Whittier Trust Co. is an independent private trust firm headquartered in Pasadena, California. The firm was founded as a family office for the Whittier family in 1935. They provide unrivaled investment, wealth management, fiduciary and philanthropic services for high net-worth families, individuals and foundations across the US. | Finance |
- Stock Market
- Insiders
- David L. Holmes
