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Holly's Story

As a Wealth Advisor and Principal at Bartlett, Holly provides investment management and financial planning services to high net worth individuals and their families, foundations, endowments and nonprofit organizations.

As a yoga enthusiast who leads the occasional class at Bartlett, Holly understands the power of quiet reflection — even if it is a luxury in her own life as a new parent. Her working approach centers on taking advantage of life’s big changes as a chance to look at the big picture.

A passionate champion for education, Holly volunteers on the finance committee for the DCCH Center for Children & Families, an organization that provides residential treatment in overcoming emotional and behavioral challenges.

In Holly’s Words

“Witnessing a client’s win is what I love most about my job — whether it’s retiring successfully, paying for college, passing on wealth to loved ones, or simply enjoying life to the fullest. When you work closely with someone, you learn what drives them. Seeing that pay off is very special.”

Ask Holly About

  • Women in transition
  • Multi-generational wealth management
  • Nonprofit endowments and foundations
  • Young families
  • Retired and soon-to-be retired investors

Holly H. Mazzocca

Wealth Advisor, Principal


  • Indiana University-Kelley School of Business, BS in Business, 2008 High Distinction, Honors in Business
  • Northwestern University-Kellogg School of Management, MBA, 2015
  • DCCH Center for Children and Families: Finance Committee, since 2016
  • Economics Center StEP Program, since 2015
  • Cincinnati Community ToolBank, since 2015
  • Five Star Wealth Manager, 2017-2018
  • NKY Legacy, Next Generation Leader "Business & Financial Services" Award, 2018
  • Outstanding Women of Northern Kentucky, "Emerging Leader" Award, 2019