Retirement Savings, Financial Planning, Wealth Management, Hershey, Camp Hill, Carlisle PA

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Arild Holm, CFA®

Arild Holm, CFA®

Chief Investment Officer*/ Investment Committee Member

As part of the Investment Committee, which is the governing body overseeing the investment management functions for the firm including research, recommendations, and selection of investments, Arild adds significant depth to our investment process for the benefit of clients. In this role, he shares strategic oversight of the investment policy and gains insight about markets and returns through evidence-based research. By using an academic approach to analyze thousands of investments for inclusion in our portfolios he assists in evaluating current market data, trends, and research to form investment recommendations. This includes but, not limited to, strategic and tactical allocation, asset location and specific securities.

Arild brings three decades of extensive national and international experience as a financial analyst, researcher, and portfolio manager to our investment committee. Arild adds significant depth to our investment philosophy and process for the benefit of clients. Arild also holds the Chartered Financial Analyst (CFA) designation.

Arild attended the University of Manchester Institute of Science and Technology in England, earning a Bachelor’s of Science (Honours) in Management Sciences and the University of Colorado for an MBA with a concentration in Finance.

Outside of work, Arild enjoys spending time with his wife Marty, is an avid golfer, likes skiing and the outdoors, enjoys traveling and has visited 43 countries on six continents and likes to read with a focus on history and current affairs.

* CIO role for internal purposes only

*Part of Vision Network.