About 7258

Eric Holt, William Jennings and Steve Fraser founded 7258 Wealth Management, Inc. The three of them met as members of the United States Air Force Academy Faculty in 1998. Even with their diverse upbringing and varied professional experience, they all shared a love of financial markets. They worked together to design the Investments Courses at the Air Force Academy; the curriculum was built on the principles that markets are efficient and investors are better off using passive strategies in their portfolio.

After serving on the faculty, Steve Fraser then went on to earn his Ph. D. from the University of South Florida and Eric entered the practitioner world in the summer of 2000. William and Steve have spent the last seventeen years advising pension plans, teaching and producing research on a variety of financial topics, while Eric spent those seventeen years managing money and working closely with some of the wealthiest families in the country.

The three of them have come full circle and have built 7258 Wealth Management on the same foundation they created at the Air Force Academy three decades ago. While the portfolio solutions and strategies have evolved, the principles are the same.

Steve Trainer joined 7258 as a Global Markets Analyst in 2016. Steve and Eric were part of the team that opened Bernstein’s Denver Office in 2005. Steve later went on to earn his MBA from the University of Denver and then was an Analyst at Arcstone Partners.

Farren Henry was named our Director of Client Relations in 2017. Farren joins us from the J.P. Morgan Private Bank where she was a member of their Investment Team.

7258 Wealth Management, Inc. is a division of SRS Capital Advisors, Inc., a Registered Investment Advisor. The SRS Capital Advisors team is led by Dave Simon and Mike Riordan. Dave started SRS Capital in 2004 and the firm now manages over $500 million.

Our Team

Learn more about our leadership by clicking on the images below.

 
Eric S. Holt, CFA
President
Eric S. Holt, CFA
President

Mr. Holt is the Founder and President of 7258 Wealth Management.  The inspiration for the formation of 7258 was experiencing the results of active management on Wall Street and seeing the mismatch of client objectives and their asset allocation.  He oversees all aspects of the firm’s operation and works with each of the firm’s clients.  He chairs the 7258 Investment Committee and led the development of the firm’s innovative Asset Allocation Process.  He has worked with Fortune 500 CEO’s, entrepreneurs from virtually all industries, legacy family wealth, University Endowments, trusts, Family Foundations, and retirement plans.

Mr. Holt was the founding member of Bessemer Trust’s Denver Office.  He was responsible for building the Bessemer Trust brand in the Rocky Mountain Region and his efforts resulted in the firm having almost $2 billion in new client relationships under his leadership. 

Prior to joining Bessemer Trust, Mr. Holt was one of the founding members of AllianceBernstein’s Denver office.  Prior to that, he ran the Investment Group and a multi-billion portfolio for Frost Bank in Austin, Texas. He taught the Investments Course in the Certified Financial Planner Program at the University of Texas. 

Mr. Holt spent nine years in the Air Force where he was an award-winning Finance Professor at the United States Air Force Academy and received commendations for the role he played in developing the acquisition strategy for the replacement of the nation’s overhead imaging assets. 

He serves on the Board of Trustees for the Alliance for Choice in Education (ACE), serves on the Falcon Foundation Board of Trustees and Investment Committee.  He also is a member of  the Children’s Hospital Foundation Legacy Planning Advisory Council. He is a Co-Founder and President of the Mile High Five Foundation and former President of the Rocky Mountain Estate Planning Council. 

Mr. Holt graduated from the United States Air Force Academy with academic distinction and received an M.B.A. from the University of Pittsburgh.  He is a CFA Charterholder. 

 

Mr. Holt is the Founder and President of 7258 Wealth Management.  The inspiration for the formation of 7258 was experiencing the results of active management on Wall Street and seeing the mismatch of client objectives and their asset allocation.  He oversees all aspects of the firm’s operation and works with each of the firm’s clients.  He chairs the 7258 Investment Committee and led the development of the firm’s innovative Asset Allocation Process.  He has worked with Fortune 500 CEO’s, entrepreneurs from virtually all industries, legacy family wealth, University Endowments, trusts, Family Foundations, and retirement plans.

Mr. Holt was the founding member of Bessemer Trust’s Denver Office.  He was responsible for building the Bessemer Trust brand in the Rocky Mountain Region and his efforts resulted in the firm having almost $2 billion in new client relationships under his leadership. 

Prior to joining Bessemer Trust, Mr. Holt was one of the founding members of AllianceBernstein’s Denver office.  Prior to that, he ran the Investment Group and a multi-billion portfolio for Frost Bank in Austin, Texas. He taught the Investments Course in the Certified Financial Planner Program at the University of Texas. 

Mr. Holt spent nine years in the Air Force where he was an award-winning Finance Professor at the United States Air Force Academy and received commendations for the role he played in developing the acquisition strategy for the replacement of the nation’s overhead imaging assets. 

He serves on the Board of Trustees for the Alliance for Choice in Education (ACE), serves on the Falcon Foundation Board of Trustees and Investment Committee.  He also is a member of  the Children’s Hospital Foundation Legacy Planning Advisory Council. He is a Co-Founder and President of the Mile High Five Foundation and former President of the Rocky Mountain Estate Planning Council. 

Mr. Holt graduated from the United States Air Force Academy with academic distinction and received an M.B.A. from the University of Pittsburgh.  He is a CFA Charterholder. 

 

 
Steven P. Fraser, Ph.D.
Director of Analysis
Steven P. Fraser, Ph.D.
Director of Analysis

Dr. Fraser serves as 7258’s Director of Analysis. In this role, he oversees the firm’s analytics and financial planning processes, conducts /publishes research for the benefit of our clients, and serves on the firm’s Investment Committee.  

Dr. Fraser is currently an Associate Professor of Finance at Florida Gulf Coast University (FGCU) where he teaches investment and portfolio management courses at both the undergraduate and graduate levels.   He has authored numerous articles related to investment and portfolio management that have appeared in academic journals such as The Journal of Wealth Management, The Journal of Investing, and Financial Services Review.  His research interest also includes real estate-related issues, where his work has appeared in journals such as the Cornell Real Estate Review and the International Real Estate Review.

Dr. Fraser is active in the financial planning community in southwest Florida.  He speaks on a myriad of investment-related topics to various community groups.  He often partners with the member-planners of the Southwest Florida Financial Planning Association to provide practitioner-oriented financial planning education for undergraduate students.  He is also a longtime classroom volunteer with Junior Achievement, providing financial literacy education to students in elementary school.

Prior to joining FGCU, Dr. Fraser served on the faculty at the United States Air Force Academy (USAF Academy) where he taught management, finance, and investment courses.  He served in a variety of leadership roles in the Department of Management and earned multiple teaching awards including the USAF Academy Outstanding Academy Educator Award.  He also served in an advisory capacity to the pension fund for USAF non-appropriated employees.  Dr. Fraser ultimately spent two decades serving in the United States Air Force, serving operational tours as an acquisition program manager prior to joining the faculty at USAF Academy.

Dr. Fraser graduated from the United States Air Force Academy, earned an M.B.A. from the University of Pittsburgh, and attended the University of South Florida, where he received his Ph.D. Dr. Fraser is an external consultant and provides services to 7258 Wealth Management via Kestrel Wealth Consulting, LLC.

Dr. Fraser serves as 7258’s Director of Analysis. In this role, he oversees the firm’s analytics and financial planning processes, conducts /publishes research for the benefit of our clients, and serves on the firm’s Investment Committee.  

Dr. Fraser is currently an Associate Professor of Finance at Florida Gulf Coast University (FGCU) where he teaches investment and portfolio management courses at both the undergraduate and graduate levels.   He has authored numerous articles related to investment and portfolio management that have appeared in academic journals such as The Journal of Wealth Management, The Journal of Investing, and Financial Services Review.  His research interest also includes real estate-related issues, where his work has appeared in journals such as the Cornell Real Estate Review and the International Real Estate Review.

Dr. Fraser is active in the financial planning community in southwest Florida.  He speaks on a myriad of investment-related topics to various community groups.  He often partners with the member-planners of the Southwest Florida Financial Planning Association to provide practitioner-oriented financial planning education for undergraduate students.  He is also a longtime classroom volunteer with Junior Achievement, providing financial literacy education to students in elementary school.

Prior to joining FGCU, Dr. Fraser served on the faculty at the United States Air Force Academy (USAF Academy) where he taught management, finance, and investment courses.  He served in a variety of leadership roles in the Department of Management and earned multiple teaching awards including the USAF Academy Outstanding Academy Educator Award.  He also served in an advisory capacity to the pension fund for USAF non-appropriated employees.  Dr. Fraser ultimately spent two decades serving in the United States Air Force, serving operational tours as an acquisition program manager prior to joining the faculty at USAF Academy.

Dr. Fraser graduated from the United States Air Force Academy, earned an M.B.A. from the University of Pittsburgh, and attended the University of South Florida, where he received his Ph.D. Dr. Fraser is an external consultant and provides services to 7258 Wealth Management via Kestrel Wealth Consulting, LLC.

 
William W. Jennings, CFA, Ph.D.
Director of Research
William W. Jennings, CFA, Ph.D.
Director of Research

William W. Jennings is 7258’s Director of Research. In this capacity, Dr. Jennings oversees all research conducted on our clients’ behalf and serves on the firm’s Investment Committee. He spearheads the firm’s innovative Objective Asset Allocation Process.

Dr. Jennings is a Professor of Finance and Investments in the Department of Management at the U.S. Air Force Academy. Dr. Jennings’s service work and applied interests focus on tax-exempt investment issues at charities and pensions. He serves the community via various investment committees with over $25 billion in pension and endowment funds at the Caring for Colorado Foundation, Air Force Aid Society, Falcon Foundation, USAFA Association of Graduates, Air Force Services pension, and the Alaska Retirement Management Board. In these capacities, he has both operational and oversight experience across a range of institutional investment management activities in both traditional and alternative investments.

His research interests focus on portfolio management. Recently, he has undertaken research on alternative investments, investment fees, portfolio rebalancing, and micro-cap stocks. He has also done significant research on portfolio management for taxable investors. His research has appeared in Journal of Wealth Management, Journal of Investing, and the Financial Analysts Journal; his book was published by J.K. Lasser tax guides.

Dr. Jennings is the principal finance educator—overseeing instruction to over 500 students per year—and a senior civilian management professor at the Air Force Academy. Professor Jennings previously worked as a private equity analyst and sports valuation analyst at Arthur Andersen & Co. He is a Chartered Financial Analyst charterholder. His doctorate is from the University of Michigan.  Dr. Jennings is an external consultant and provides services to 7258 Wealth Management and other clients via Jennings Investment Office, LLC.

William W. Jennings is 7258’s Director of Research. In this capacity, Dr. Jennings oversees all research conducted on our clients’ behalf and serves on the firm’s Investment Committee. He spearheads the firm’s innovative Objective Asset Allocation Process.

Dr. Jennings is a Professor of Finance and Investments in the Department of Management at the U.S. Air Force Academy. Dr. Jennings’s service work and applied interests focus on tax-exempt investment issues at charities and pensions. He serves the community via various investment committees with over $25 billion in pension and endowment funds at the Caring for Colorado Foundation, Air Force Aid Society, Falcon Foundation, USAFA Association of Graduates, Air Force Services pension, and the Alaska Retirement Management Board. In these capacities, he has both operational and oversight experience across a range of institutional investment management activities in both traditional and alternative investments.

His research interests focus on portfolio management. Recently, he has undertaken research on alternative investments, investment fees, portfolio rebalancing, and micro-cap stocks. He has also done significant research on portfolio management for taxable investors. His research has appeared in Journal of Wealth Management, Journal of Investing, and the Financial Analysts Journal; his book was published by J.K. Lasser tax guides.

Dr. Jennings is the principal finance educator—overseeing instruction to over 500 students per year—and a senior civilian management professor at the Air Force Academy. Professor Jennings previously worked as a private equity analyst and sports valuation analyst at Arthur Andersen & Co. He is a Chartered Financial Analyst charterholder. His doctorate is from the University of Michigan.  Dr. Jennings is an external consultant and provides services to 7258 Wealth Management and other clients via Jennings Investment Office, LLC.

 
David Simon
Managing Director, SRS Capital
David Simon
Managing Director, SRS Capital

David Simon is Managing Director and co-founder of SRS Capital Advisors. He originally founded the firm in 2004 (formerly called SimonDavis Asset Management, Inc.) under the premise of providing clients with a higher level of service by building an independent firm free from conflicts of interest. 

David oversees the management of the firm and focuses on Investment Solutions, Business Development, and advanced Financial Planning, Business Succession Planning, and Estate Planning solutions. He also serves on the Investment Committee. Prior to founding SRS, David spent time in New York and San Francisco working with the Private Wealth Management Division of Morgan Stanley and approximately 10 years in Denver, Colorado working with AXA Advisors, LLC. 

David holds a B. S. in Marketing from Arizona State University and an MBA from the Darden Graduate School of Business Administration at the University of Virginia, where he also took advanced tax training from the University of Virginia School of Law. In addition, he has obtained the designations of Certified Financial Planner (CFP(r)) and Chartered Life Underwriter (CLU). David is married with two children. 

David Simon is Managing Director and co-founder of SRS Capital Advisors. He originally founded the firm in 2004 (formerly called SimonDavis Asset Management, Inc.) under the premise of providing clients with a higher level of service by building an independent firm free from conflicts of interest. 

David oversees the management of the firm and focuses on Investment Solutions, Business Development, and advanced Financial Planning, Business Succession Planning, and Estate Planning solutions. He also serves on the Investment Committee. Prior to founding SRS, David spent time in New York and San Francisco working with the Private Wealth Management Division of Morgan Stanley and approximately 10 years in Denver, Colorado working with AXA Advisors, LLC. 

David holds a B. S. in Marketing from Arizona State University and an MBA from the Darden Graduate School of Business Administration at the University of Virginia, where he also took advanced tax training from the University of Virginia School of Law. In addition, he has obtained the designations of Certified Financial Planner (CFP(r)) and Chartered Life Underwriter (CLU). David is married with two children. 

 
Michael P. Riordan
Managing Director, SRS Capital
Michael P. Riordan
Managing Director, SRS Capital

Michael P. Riordan is Managing Director and co-founder of SRS Capital Advisors. 

Mike oversees the management of the firm and focuses on all firm Operations and Finance, Marketing, and Client Service. He also serves on the Investment Committee. Prior to founding SRS, Mike was a Senior Vice President and General Manager of Analytics at MarketBridge, Corp., a global strategy consulting and solutions firm. Mike led C-level engagements with Fortune 500 companies around the world and has implemented programs in North America, Latin America, Europe, and Asia/Pacific. He has deep experience in the Financial Services, Technology, and Retail/CPG industries with major clients including MasterCard, Bank of America, Humana, HP, Microsoft, SAP, Office Depot, Gatorade, and Dr Pepper. Prior to joining MarketBridge, Mike held a series of positions at Host Communications (now IMG College) including General Manager, Big 12 Conference and CFO of the University Group. 

Mike holds a B. A. in Economics from the University of Virginia as well as an MBA from Virginia's Darden Graduate School of Business Administration. Mike is married with two children. 

Michael P. Riordan is Managing Director and co-founder of SRS Capital Advisors. 

Mike oversees the management of the firm and focuses on all firm Operations and Finance, Marketing, and Client Service. He also serves on the Investment Committee. Prior to founding SRS, Mike was a Senior Vice President and General Manager of Analytics at MarketBridge, Corp., a global strategy consulting and solutions firm. Mike led C-level engagements with Fortune 500 companies around the world and has implemented programs in North America, Latin America, Europe, and Asia/Pacific. He has deep experience in the Financial Services, Technology, and Retail/CPG industries with major clients including MasterCard, Bank of America, Humana, HP, Microsoft, SAP, Office Depot, Gatorade, and Dr Pepper. Prior to joining MarketBridge, Mike held a series of positions at Host Communications (now IMG College) including General Manager, Big 12 Conference and CFO of the University Group. 

Mike holds a B. A. in Economics from the University of Virginia as well as an MBA from Virginia's Darden Graduate School of Business Administration. Mike is married with two children. 

 
Stephen F. Trainer
Global Markets Analyst
Stephen F. Trainer
Global Markets Analyst

Mr. Trainer is a Global Markets Analyst at 7258 Wealth Management.  In this role, he researches efficient investment vehicles on behalf of the 7258 Investment Committee, analyzes client balance sheets and portfolios and plays an instrumental role in the firm’s Objective Asset Allocation Process.

Mr. Trainer was an Associate for Arcstone Partners’ Denver Office.  He was responsible for creating analyses for financial reporting and valuation based consulting services. He focused on technology companies ranging from early stage to those seeking an initial public offering.

Prior to joining Arcstone Partners, Mr. Trainer managed a team responsible for building portfolio allocation and wealth forecasting tools for Wall Street On Demand. In addition, he led the sales and marketing effort to generate new clients while continually working to better the product offering.

Before that, Mr. Trainer worked in AllianceBernstein’s New York office supporting the sales and client servicing efforts of financial advisors. He relocated to the Denver office to train and manage the support staff, eventually moving into the role of Investment Planning Analyst.

He serves on the Board of Trustees for Wilderness On Wheels and is a member of the 13ers Board for The Nature Conservancy.

Mr. Trainer graduated from Lehigh University with a BS in engineering and received an M.B.A. from the University of Denver.  He is a 2016 Level II Candidate in the CFA Program.

Mr. Trainer is a Global Markets Analyst at 7258 Wealth Management.  In this role, he researches efficient investment vehicles on behalf of the 7258 Investment Committee, analyzes client balance sheets and portfolios and plays an instrumental role in the firm’s Objective Asset Allocation Process.

Mr. Trainer was an Associate for Arcstone Partners’ Denver Office.  He was responsible for creating analyses for financial reporting and valuation based consulting services. He focused on technology companies ranging from early stage to those seeking an initial public offering.

Prior to joining Arcstone Partners, Mr. Trainer managed a team responsible for building portfolio allocation and wealth forecasting tools for Wall Street On Demand. In addition, he led the sales and marketing effort to generate new clients while continually working to better the product offering.

Before that, Mr. Trainer worked in AllianceBernstein’s New York office supporting the sales and client servicing efforts of financial advisors. He relocated to the Denver office to train and manage the support staff, eventually moving into the role of Investment Planning Analyst.

He serves on the Board of Trustees for Wilderness On Wheels and is a member of the 13ers Board for The Nature Conservancy.

Mr. Trainer graduated from Lehigh University with a BS in engineering and received an M.B.A. from the University of Denver.  He is a 2016 Level II Candidate in the CFA Program.

 
Farren Henry
Director of Client Relations
Farren Henry
Director of Client Relations

Ms. Henry is the Director of Client Relations for 7258 Wealth Management. In this role, she focuses on our client experience; offering each 7258 family the customized attention and expertise they deserve.

Prior to joining 7258, Ms. Henry was part of the accomplished Investment Team at J.P. Morgan’s Private Bank in Denver. Before joining J.P. Morgan, she was on the Compliance Team at Abrams Capital Management, a multi-billion-dollar hedge fund in Boston.

Ms. Henry graduated from St. Lawrence University with a Bachelor of Arts degree in Philosophy. She is originally from Boston, MA.

Ms. Henry is the Director of Client Relations for 7258 Wealth Management. In this role, she focuses on our client experience; offering each 7258 family the customized attention and expertise they deserve.

Prior to joining 7258, Ms. Henry was part of the accomplished Investment Team at J.P. Morgan’s Private Bank in Denver. Before joining J.P. Morgan, she was on the Compliance Team at Abrams Capital Management, a multi-billion-dollar hedge fund in Boston.

Ms. Henry graduated from St. Lawrence University with a Bachelor of Arts degree in Philosophy. She is originally from Boston, MA.

Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956
email:  info@7258wealth.com