James D. Holt


James Holt is the Managing Principal of Green Sprig Broker Dealer, LLC and serves as the firm’s Executive Representative.

Since May 2009, Mr. Holt is the President and Founder of Green Sprig Investments, LLC. Mr. Holt manages multiple portfolios for high net worth clients and designs investment strategies with a focus on environmental responsibility and renewable energy sources.

From September 2005 through June 2006 Mr. Holt was associated with Merrill Lynch as a Chief Investment Strategist where he supported managed philanthropies in the Washington DC area. He provided investment strategies that contributed to significant growth for a leading financial advisor and managed all operations related to a $600 million non-profit portfolio.

From August 2000 until May 2009, Mr. Holt provided investment strategies to CMSU & Associates, LLC for a limited liability partnership.

Earlier in his career, Mr. Holt was a Senior Credit Analyst in November 1996 until September 2005 with Freddie Mac. He designed and implemented an analytic tool used to predict the market risk on a $565 billion derivatives portfolio. He was responsible for the management of daily quality control efforts used to reconcile pricing of derivative instruments. Data included market feeds, broker collateral marks and financial management analytic tools. He provided current economic analysis for board of director presentations.