David Holt

Equity Research Analyst

Mr. Holt is an Equity Research Analyst with Level Four Capital Management and has 14 years of investment experience. Mr. Holt joined the firm in 2025 in his current role as an Equity Research Analyst. He is responsible for conducting fundamental research and analysis across the firm’s equity portfolio strategies and is a Level Four Capital Management Investment Committee member. Mr. Holt's experience includes an Equity Analyst role at CFRA, where he delivered equity research focusing on payments, IT services, and digital assets. He earned his MBA in Finance from the University of Alaska Fairbanks and is a CFA Level II candidate.

Dallas

12400 Coit Road, Suite 100
Dallas, Texas 75251

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