Experience

Holbein Associates major strength is the combination of our experience and extension of staff attitude of our senior consultants:

 

Richard Holbein, President of Holbein Associates, Inc. has over thirty years of investment consulting, portfolio management, performance measurement, and plan sponsor experience. Mr. Holbein is an invited speaker on investment topics at international, national, and regional seminars and conferences.  He has created computer models for investment performance monitoring and asset allocation for major corporations.  He has conducted numerous private equity searches, opportunistic real estate searches, traditional investment manager searches, custodian/trustee searches, and established investment policies for many plans including appropriate asset allocations to the alternative investment asset class.

 

Prior to forming Holbein Associates he was Director of Merrill Lynch Pension Asset Consulting - Southwest. Before joining Merrill Lynch, he was responsible for the retirement assets of Continental Airlines.

 

Richard Holbein attended Vanderbilt University under scholarship, and graduated with a degree physics. He has an MBA in Finance, cum laude, from the American University, and has completed the Investment Management Program of the Stanford University Graduate School of Business. He is a Vietnam veteran, and was an Officer and fighter pilot in the United States Marine Corps.

 

Harlow Tripp joined the firm early 2006. Building on a BA Economics from the University of Calgary, Mr. Tripp interned with Holbein Associates while completing MBA Corporate Finance from the University of Dallas in 2005. Mr. Tripp mentored under Richard Holbein, avidly getting up to speed on current client relations, performance measurement, and manager search analytics.

 

A level I CFA candidate, Mr. Tripp targets to complete his CFA designation late 2008, and assume Consultant responsibilities with Holbein Associates. 

 

 

 

 

2006 Holbein Associates, Inc.