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Addison Holmes, CFA, CPA
ESG Lead at Thrivent
Addison Holmes, CFA, CPA, is a highly skilled and accomplished financial professional with a successful background in capital markets advisory and ESG consulting.
With a strong foundation in financial modeling, data analysis, and strategic consulting, Addison has gained expertise through a combination of formal education and extensive experience in the financial services industry.
As a CFA charterholder, Addison has showcased a profound understanding of financial analysis, valuation, and portfolio management, along with a meticulous approach to analyzing financial data.
Her qualifications include a Bachelor of Business Administration (B.B.A.) degree in Business Analytics with a Minor in Sustainability and a Master's degree in Accounting, both from The George Washington University.
Addison's impressive professional journey includes key roles at renowned organizations such as Thrivent Asset Management, Pickering Energy Partners, and Nasdaq, where she excelled in areas like financial modeling, scenario analysis, and advising on optimal capital allocation strategies.
Additionally, her experience in data analysis and programming further sets her apart in delivering comprehensive financial solutions.
Addison's tenure spans from leading ESG initiatives to driving strategy and integration in capital markets, reflecting her versatility and proficiency in diverse financial domains.
Overall, Addison Holmes stands out as a multifaceted financial expert with a remarkable track record and a wealth of experience in financial analysis and consulting.
With a blend of educational achievements, professional roles, and demonstrated skills, Addison continues to make a significant impact in the financial services industry.
Highlights
We are #hiring for an Associate role on our team. Know anyone who would be a good fit?
In response to exponential access to data and technological capabilities, the capital markets have adopted text analysis and natural language processing to derive new insights from news, social and earnings content. We’ve recently published a new white paper, “How to Prepare for Earnings Calls Using Machine Learning Techniques.”
• The buy-side and sell-side alike are using machine learning techniques to process text and incorporate the information in their processes • The investment community focuses not only on what is said, but also on how it is said • The role of the IRO now involves understanding how the market will react to corporate communications and create messaging that is consistent with the story they are trying to convey
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