Lou Holtz
Chief Investment Officer at Rice, Hall, James & Associates LLC
Profile
Mr. Louis M.
Holtz, CFA MBA, is a Chief Investment Officer, Portfolio Manager & Analyst at Rice, Hall, James & Associates LLC.
He joined the firm in October of 2008 and has over 32 years of industry experience.
Prior to joining the firm, Mr. Holtz was a Managing Director and Portfolio Manager at Engemann Asset Management.
Prior to that, he was a business valuation analyst at a national independent appraisal firm and an analyst for a regional real estate appraisal firm.
He received a B.A.
from the University of California, Santa Barbara and an M.B.A.
from the University of Southern California.
Mr. Holtz is a CFA® charterholder and is a member of CFA Society Los Angeles.
Lou Holtz active positions
| Companies | Position | Start |
|---|---|---|
Rice, Hall, James & Associates LLC
 Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Chief Investment Officer | 01/10/2008 |
Former positions of Lou Holtz
| Companies | Position | End |
|---|---|---|
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Analyst-Equity | 30/09/2008 |
Training of Lou Holtz
| University of California, Santa Barbara | Undergraduate Degree |
| University of Southern California | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Finance |
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