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My 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.

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

Education

  • Indiana University-Kelley School of Business, BS in Business, 2008 High Distinction, Honors in Business
  • Northwestern University-Kellogg School of Management, MBA, 2015
Designations (1)
  • CERTIFIED FINANCIAL PLANNERTM
Boards and Committees (2)
  • DCCH Center for Children and Families: Finance Committee, since 2016
  • Interact For Health, Investment Committee, since 2020
  • Economics Center StEP Program, since 2015
  • Cincinnati Community ToolBank, since 2015