Kevin P. Holland

Kevin founded Optimal Wealth & Investments, Inc. in 1992.  He started his professional career at KPMG, the largest public accounting firm in the world.  He served in both the audit division and in the International Tax Group in the tax division.  Kevin then joined the CME Group (formerly the Chicago Mercantile Exchange) and served as VP of Financial Regulation before founding OWI.  During his distinguished career at the CME, he interacted with many of the world’s top traders learning about trading and risk management of portfolios.  This experience led to the development of the firm’s active management investment approach deploying client investment capital using a relative strength merit-based system.  

Kevin is enjoying retirement in Illinois and Arizona, which officially began in 2023.  While no longer affiliated with the financial services industry, his professional legacy continues on with the Optimal Wealth team.