Charles R. Holmes, Jr.
Investment Experience: 46 years
Consulting Experience: 37 years
Charlie serves as a Senior Advisor to Summit and is a shareholder. He started as
an investment consultant in 1967, and has seen the industry grow from its inception.
After many years in the business, the formation of Summit became essential in order
to establish a firm that embraced the successful characteristics that defined Charlie
in his 33-year consulting career; those being honesty, integrity and a focus on
consulting as a “people business.” Charlie’s role is to ensure
this continues at Summit. Besides his 35+ years of experience, Charlie earned his
B.A. in history from Washington University; his credentials include NASD Series
7, Series 24, and Series 63.