James Holden
Senior Investment Advisor Associate

Industry Start Date: 2016

KAR Start Date: 2021

Education: B.S. Biopsychology, University of California, Santa Barbara

Licenses: Series 7 and 66

Prior to Joining KAR:
James was an associate on a Global Sports and Entertainment team at Morgan Stanley managing over $2.0 billion of client assets. He focused on working with high-net-worth families, foundations, non-profits and partnerships. He also served as a complex coach, training new hires and educating colleagues on new policies and procedures.

What Do You Enjoy Most About Your Job:
Developing relationships with clients and helping them achieve financial peace of mind.

What Do You Enjoy Most About Working at KAR:
The people and culture. KAR has an incredible collection of talented people that all support each other.

What Are You Involved in Outside of Work:
I enjoy staying active through playing basketball, surfing, tennis and hiking. I am an avid traveler and loyal fan of the Lakers and Rams.

How Does KARWA Approach Wealth Management Differently?
We approach wealth management differently through our emphasis on planning and bespoke investment strategies.