About the Authors
Chief Investment Officer
In this role, Holly is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management.
Barbara (Bree) Sterne
In this role, Barbara is responsible for performing in-depth macroeconomic research and financial market analysis, as well as delivering highly customized asset allocation and investment recommendations to clients.
Investment Strategies Analyst
In this role, Elise is responsible for conducting macroeconomic research and financial market analysis in order to provide asset allocation and strategy recommendations to help optimize client portfolios.