Rick Holbrook
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Rick Holbrook Email & Phone Number

President at Holbrook Global Strategies at Holbrook Global Strategies
Location: San Mateo, California, United States 4 work roles 2 schools
1 work email found @holbrookglobal.com 7 phones found area 650, 267, and 415 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email r****@holbrookglobal.com
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
President at Holbrook Global Strategies
Location
San Mateo, California, United States
Company size

Who is Rick Holbrook? Overview

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Quick answer

Rick Holbrook is listed as President at Holbrook Global Strategies at Holbrook Global Strategies, a with 1 employees, based in San Mateo, California, United States. AeroLeads shows a work email signal at holbrookglobal.com, phone signal with area code 650, 267, 415, and a matched LinkedIn profile for Rick Holbrook.

Rick Holbrook previously worked as President at Holbrook Global Strategies and Senior Vice President at Wells Fargo Private Client Services. Rick Holbrook holds Mba, Investments And Economics from Stanford University Graduate School Of Business.

Company email context

Email format at Holbrook Global Strategies

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{first}@holbrookglobal.com
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AeroLeads found 1 current-domain work email signal for Rick Holbrook. Compare company email patterns before reaching out.

Profile bio

About Rick Holbrook

Rick Holbrook is a President at Holbrook Global Strategies at Holbrook Global Strategies. He possess expertise in investments, asset allocation, portfolio management, mutual funds, investment strategies and 23 more skills.

Listed skills include Investments, Asset Allocation, Portfolio Management, Mutual Funds, and 24 others.

Current workplace

Rick Holbrook's current company

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Holbrook Global Strategies
Holbrook Global Strategies
President at Holbrook Global Strategies
palo alto, california, united states
Employees
1
AeroLeads page
4 roles · 48 years

Rick Holbrook work experience

A career timeline built from the work history available for this profile.

President

Current

Palo Alto, Ca

I established Holbrook Global Strategies in August 2003 to help individuals and families with the wise management of their investment portfolios. I serve clients with both growth oriented and income producing objectives. I care deeply about my clients and work hard to help them enjoy success with their precious investment monies.

Aug 2003 - Present

Senior Vice President

Wells Fargo Private Client Services

Palo Alto, Ca

I was a senior portfolio manager, working with some of the largest clients of the bank, helping them in the management of their portfolios.

Dec 1998 - Aug 2003

Senior Portfolio Manager

Montgomery Asset Management

San Francisco Bay Area

Worked with clients of Montgomery to help them successfully manage their investment portfolios. Served as director of asset allocation for the Private Client group.

1997 - 1998 ~1 yr

Senior Vice President

Bailard, Biehl And Kaiser

San Francisco Bay Area

Helped manage investment portfolios for individuals and families. Did financial planning with clients to help them understand and reach their investment goals. Worked for several years as an international mutual fund manager. Traveled to Europe and Asia to meet with economists and strategists in those markets to manage funds in those markets. Served as co-director of Global Asset Allocation Strategy for the firm's clients.

1979 - 1996 ~17 yrs
2 education records

Rick Holbrook education

FAQ

Frequently asked questions about Rick Holbrook

Quick answers generated from the profile data available on this page.

What company does Rick Holbrook work for?

Rick Holbrook works for Holbrook Global Strategies.

What is Rick Holbrook's role at Holbrook Global Strategies?

Rick Holbrook is listed as President at Holbrook Global Strategies at Holbrook Global Strategies.

What is Rick Holbrook's email address?

AeroLeads has found 1 work email signal at @holbrookglobal.com for Rick Holbrook at Holbrook Global Strategies.

What is Rick Holbrook's phone number?

AeroLeads has found 7 phone signal(s) with area code 650, 267, 415 for Rick Holbrook at Holbrook Global Strategies.

Where is Rick Holbrook based?

Rick Holbrook is based in San Mateo, California, United States while working with Holbrook Global Strategies.

What companies has Rick Holbrook worked for?

Rick Holbrook has worked for Holbrook Global Strategies, Wells Fargo Private Client Services, Montgomery Asset Management, and Bailard, Biehl And Kaiser.

How can I contact Rick Holbrook?

You can use AeroLeads to view verified contact signals for Rick Holbrook at Holbrook Global Strategies, including work email, phone, and LinkedIn data when available.

What schools did Rick Holbrook attend?

Rick Holbrook holds Mba, Investments And Economics from Stanford University Graduate School Of Business.

What skills is Rick Holbrook known for?

Rick Holbrook is listed with skills including Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Strategies, Alternative Investments, Asset Management, and Hedge Funds.

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