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Mike Holt

Mike Holt
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ABOUT
Mike Holt is a Senior VP, Wealth Management Strategist with The MDE Group, an innovative Wealth Management Firm located in Morristown, NJ that manages over $1 billion for corporate executives and other high net worth individuals located across the US. Mike's diverse background includes auditing financial services firms in NY for a Big 4 CPA firm, a 3-year foreign assignment to Saudi Arabia during which he also travelled extensively, primarily in Europe, Africa, the Middle East, and Asia, and the provision of sophisticated income and estate tax services to partners, directors, and executives at ARAMCO, KKR, Citibank, Lloyds, Lehman Brothers, McKinsey & Co., and Pfizer among others.

He is also a CFP and a ...More
SNAPSHOT
  • Description: Independent financial planner/advisor. Trading frequency: Infrequent
  • Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
COMPANY
The MDE Group The MDE Group is a pioneering wealth and asset management firm focused on providing innovative and practical financial services to high-net-worth individuals, families, and other advisors. Since 1987 we have strived to define Wealth Leadership® through our client-centric approach, strong history, and ...More
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