Bio

Robert Holmes is an Associate Director of Distribution Services at PINE, where he offers strategic guidance and hands-on support to clients defining, refining, and/or executing their marketing strategies. With a deep understanding of both regulatory frameworks and creative execution, Robert helps firms develop compliant, yet compelling marketing approaches tailored to their unique goals. 

Robert has been a consistent presence in the financial services industry since 2000. His experience includes marketing compliance roles across a diverse spectrum of firms — from global asset managers to boutique investment shops — giving him a nuanced view of the challenges and opportunities within the space. 

Robert holds a Bachelor of Science in Business Administration from Western New England University. He maintains FINRA Series 7, 24, and 63 registrations. 

Outside of work, Robert enjoys do-it-yourself projects, traveling, and spending quality time with his family.