Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client.  Holly also serves as a wealth advisor.  Her areas of focus include multi-generational families and women in transition.  Holly was a leading voice in the enhancement of Bartlett’s Environmental, Social, and Governance (ESG) program focused on sustainable investing. In 2021, Holly led the launch of WEinvest^TM, Bartlett’s women-centric initiative designed to build community and elevate crucial conversations through educational and social events.

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 parent of young children. Her approach to client service centers on making thoughtful decisions that cultivate a legacy – taking each of life’s twists and turns as an opportunity to look at the big picture.

Outside the office, Holly is a member of the Board of Directors of the Cincinnati USA Regional Chamber and Interact for Health.  She is a past board member of the Cincinnati Symphony Orchestra and past President of the Board for DCCH Center for Children & Families, an organization that provides residential treatment, foster care, and counseling for children overcoming emotional and behavioral challenges. She also served as Chair of the NKY Chamber of Commerce Women’s Initiative Regional Summit. She concentrates her service to the community around her passions, focusing on initiatives that support children and education, building strong communities, and investing in female advancement.

History at Bartlett

• Joined Bartlett in 2015
• Wealth Advisor since 2015
• Principal since 2018
• President since 2021

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

• Certified Financial Planner (CFP®)

Boards and Committees

• DCCH Center for Children and Families: Finance Committee, since 2016, Board President, 2022-2024
• Interact For Health, Investment Committee, since 2020, Board Member, since 2022
• Cincinnati USA Regional Chamber, Board Member, since 2024

Community Involvement

• Economics Center StEP Program, since 2015
• Cincinnati Community ToolBank, since 2015

Awards and Honors

Five Star Wealth Manager, 2017-2022
– To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Five Star Professional:
– Conducts comprehensive research
– Recognizes service professionals
– Partners with leading city/regional magazines
– Helps award winners gain the recognition they deserve
To view methodology, visit Five Star Professional’s website here: https://fivestarprofessional.com/public/wmresearch

NKY Legacy, Next Generation Leader “Business & Financial Services” Award, 2018
– The Next Generation Leader Awards (NGLA) hosted by Northern Kentucky Young Professionals Group, salutes and applauds young professionals 40 and under for significant professional accomplishments in their respective fields, demonstrated leadership, and community impact. For more information, visit Northern Kentucky Chamber’s website here: https://www.nkychamber.com/nkyp/

Outstanding Women of Northern Kentucky, “Emerging Leader” Award, 2019
– The Outstanding Women of Northern Kentucky Awards celebrate women who work, live, or volunteer in NKY. They exemplify notable achievement, outstanding service in their professions or to the NKY community, qualities of personal integrity, perseverance, leadership and represent the region’s diversity and extraordinary accomplishments. The “Emerging Leader” is awarded to a woman who has made an impact on the NKY community and is under the age of 40. For more information, visit Northern Kentucky Chamber of Commerce’s website here: https://www.nkychamber.com/ownk/

Greater Cincinnati Foundation, Bridge Builder Award, 2024
– Greater Cincinnati Foundation has been fortunate to collaborate with numerous professionals such as attorneys, financial advisors, accountants and other advisors who introduce their clients with charitable interests to GCF. Each year, the Bridge Builder Award is presented to a professional advisor who has consistently supported the work of GCF and serves as an ambassador for philanthropy in our community. For more information, visit GCF’s website here: https://www.gcfdn.org/awards/