Congratulations Dave Holmes for 10 Years of Service Back to Management Team

David Holmes is Chief Operating Officer for First Liberty Institute, where he oversees all program operations regarding finance, personnel, legal, and development.

Prior to joining First Liberty Institute, Holmes was a management consultant specializing in advising high net worth investors, providing strategic consulting for corporations, and writing and lecturing. He served as Managing Director and Southwest Regional Director at Credit Suisse, Managing Director with the Bank of New York in New York City, and Managing Director and founder of Bessemer Trust’s Southwest wealth management office in Dallas. He was also a Managing Director at JPMorgan, and head of its Private Bank of the Northwest and Head of Business Development in San Francisco and New York respectively.

Holmes is a graduate of The University of Texas at Austin. He holds a MPA in Economics from the University of Oklahoma, an MBA in Finance from Southern Methodist University, and a postgraduate fellowship in National Security and International Finance from Harvard University. Holmes also completed the EPBA in International Business at Columbia University and held the NASD Series 7, 63, 65, 8, and 9 securities licenses.

Holmes is a Chartered Financial Analyst and a graduate of the Certified Financial Planning program at Northwestern University.

A former fighter pilot and special duty officer, Holmes served in the United States Air Force from 1974 to 1995, leaving after his selection to full colonel. He served in Europe, Asia and the Middle East with his last post at the US Embassy in Tokyo, Japan. He is a graduate of the Defense Language Institute in Japanese.

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