Holly received her Bachelor of Science from Indiana University in Finance and International Business and received her M.B.A. at Northwestern University Kellogg School of Management. Holly is a CERTIFIED FINANCIAL PLANNERTM.
Before joining Bartlett Wealth Management, Holly served as Vice President, Business Development & Investor Relations for a private investment management firm based in Chicago. Holly supported the management of the firm’s investor relations and marketing activities for client relationships totaling over $2 billion in assets under management.
Holly started her career as an Analyst in the Chicago office of the J.P. Morgan Private Bank where she focused on creating and delivering tailored solutions for the complex financial situations faced by high net worth clients.
Holly joined Bartlett Wealth Management in 2015 when she returned home to Cincinnati. She is an active board member of the Diocesan Catholic Children’s Home (DCCH) Center for Children and Families and the Vice Chair of the Northern Kentucky Chamber of Commerce Women’s Initiative Regional Women’s Summit. She has 10 years of investment experience and lives in Ft. Thomas, Kentucky with her husband and two sons.
Holly is a Wealth Advisor and Principal at Bartlett Wealth Management. She provides investment management and financial planning services to high net worth individuals and their families, foundations, endowments and non-profit institutions.