Holmes Investment Management, Inc.

Akhil Shah is a financial advisor at Holmes Investment Management, Inc. in Brockton, MA, holding a Series 65 designation with three years of experience in investment management. His prior work includes roles at Boston University and several private companies in infrastructure and payments. Holmes Investment Management provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $58.5 million in client assets. The firm employs a combination of mutual fund, fundamental, and technical analysis alongside long-term, short-term, and trading strategies, including the use of leverage and derivatives in separately managed accounts for approved clients.

Amir Alamir is a financial advisor at Holmes Investment Management, Inc., holding a Series 65 designation with two years of experience at the firm. His prior roles include positions as a quantitative analyst and academic appointments at Boston University and Sharif University of Technology. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities, managing approximately $58.5 million in client assets. The firm employs a combination of mutual fund, fundamental, and technical analysis along with various trading strategies, including the use of leverage and derivatives in separately managed accounts for approved clients.

Howard Holmes is a CFA® charterholder and the president of Holmes Investment Management, Inc., with 26 years of industry experience. He has led Holmes Investment Management since 2002. Outside of his advisory role, he teaches investments, finance, and economics at various universities in the Boston area. Holmes Investment Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and other business entities. The firm employs a combination of mutual fund, fundamental, and technical analysis along with long-term, short-term, and trading strategies, and uses leverage and derivatives within separately managed accounts for approved clients.