Mike Holt

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 PFS, and since 1994 he has been helping clients of The MDE Group to accumulate wealth, and then to preserve that wealth against the background of an increasingly uncertain economic and market environment. Mike's dedication to his clients has driven him to draw upon his broad experience and intense curiosity about the world to investigate global macro risks that have become increasingly relevant to both the successful management of their portfolios and, more importantly, their overall financial well being and that of their families.

Mike earned a Bachelor of Science in Business Administration from Cal State, Long Beach and participated in the MS Taxation program at Pace University in New York.

Please note that the views I express in my posts and comments do not always reflect the views of The MDE Group.