The Team

Candise Holmlund

Candise brings over 40 years of experience in financial markets, with an extensive career in both investing and advising. She is the Founder and President of Alaethes Wealth LLC, which she established in 2019 to offer a boutique wealth management experience to clients through a very personal, comprehensive, and collaborative relationship. Prior to founding Alaethes Wealth, Candise was a senior partner for more than 20 years at Weatherly Asset Management, LP in Del Mar, California. At Weatherly she managed many of the firms’ largest and most complex client relationships and oversaw the firm’s options strategy. Her earlier career includes roles in institutional pension investing for First Interstate Investment Services, institutional trading in government and derivatives markets for Merrill Lynch Capital Markets, and restricted, founder, and executive stock sales in Silicon Valley with Merrill Lynch, Pierce, Fenner, and Smith.

Candise is a Certified Financial Planner (CFP)®, a Chartered Financial Analyst (CFA) charter holder, an Accredited Estate Planner (AEP) ®, and has earned the Trust and Estate Practitioner (TEP) designation. She is an active member several professional organizations, including the CFA Institute, the CFA Society of San Diego and Nevada, the Estate Planning Council of San Diego, the North County Estate Planning Council, the Northern Nevada Estate Planning Council, The National Association of Estate Planners and Councils, and the Society of Trust and Estate Practitioners.

For more information on Candise’s background and experience, please visit her LinkedIn page.

Cole Holmlund

Cole began his investment career after graduating from the University of Southern California’s Marshall School of Business in 2017, where he earned a degree in Business Administration with a focus on financial markets. He held positions at Morgan Stanley and AllianceBernstein in the Bay Area before joining Alaethes Wealth at its inception in 2019. At Alaethes, Cole collaborates closely with Candise on client advisory work and is responsible for investment research and idea generation, portfolio modeling and analytics, trade execution, cash management, financial planning, and overall client support. He holds the Series 65 license and is an Investment Advisor Representative.

Mark Holmlund

Mark started his career in 1985 as an institutional salesman for Merrill Lynch Capital Markets specializing in mortgage-backed securities and derivatives. He moved to Daiwa Securities America in 1991 to focus on the disposition of mortgage assets held by the Resolution Trust Corporation. In 1993 he joined Pacific Life Insurance Company as a fixed income portfolio manager, holding a number of positions before being promoted to Chief Investment Officer in 2007. He retired from Pacific Life in 2011 and devoted the next several years to serving on the investment committees of Sharp HealthCare and the Rancho Santa Fe Foundation. In 2019 he founded Alaethes Wealth with his wife, Candise. He serves as a strategic advisor to the firm, focusing on the development of its investment and business strategies.  Mark holds the Series 65 license and is an Investment Advisor Representative.

Mark graduated magna cum laude from Willamette University with a Bachelor of Arts degree in Economics. He also has an MBA from UCLA’s Anderson School of Management and an MA in Historical Theology from Westminster Seminary California.