Nicholas Holmes
Analyst-Equity at Duff & Phelps Investment Management Co.
Profile
Mr. Nicholas S.
Holmes, CFA MBA, is a Portfolio Manager & Senior Research Analyst at Duff & Phelps Investment Management Co. His research focuses on supply, quality, and efficiency in the water sector.
He joined Duff & Phelps in 2023, began his investment career in 2010 and has been actively following the water sector since 2015.
Previously, he was a portfolio manager at TortoiseEcofin, where he managed a sustainable global water strategy and was the lead analyst on water-specific private placement transactions in the energy sector.
Mr. Holmes holds a B.A.
in political science from Yale University and an M.B.A.
from the University of Kansas.
In addition, he is a CFA charterholder.
Nicholas Holmes active positions
| Companies | Position | Start |
|---|---|---|
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Analyst-Equity | 01/01/2023 |
Former positions of Nicholas Holmes
| Companies | Position | End |
|---|---|---|
Tortoise Capital Advisors LLC
 Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Analyst-Equity | 01/01/2019 |
Ecofin Advisors LLC
 Ecofin Advisors LLC Investment ManagersFinance Part of TortoiseEcofin Investments LLC, Ecofin Advisors LLC is a company that provides investment advice. The company is based in Leawood, KS. The company was founded in 2020. The CEO is Harold Kevin Birzer. | Portfolio Manager-Equities | 01/07/2022 |
Training of Nicholas Holmes
| Yale University | Undergraduate Degree |
| University of Kansas | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Finance |
Tortoise Capital Advisors LLC
Tortoise Capital Advisors LLC Investment ManagersFinance Tortoise Capital Advisors LLC (TCA) is a SEC-registered investment advisor firm headquartered in Overland Park, Kansas. The firm was founded by Harold Birzer in 2002 and is a subsidiary of TortoiseEcofin Borrower LLC (formerly Tortoise Borrower LLC), ultimately held by TortoiseEcofin Investments LLC. TCA provides investment management services to individual and institutional investors and pooled investment vehicles. | Finance |
Ecofin Advisors LLC
Ecofin Advisors LLC Investment ManagersFinance Part of TortoiseEcofin Investments LLC, Ecofin Advisors LLC is a company that provides investment advice. The company is based in Leawood, KS. The company was founded in 2020. The CEO is Harold Kevin Birzer. | Finance |
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