Investment Update

Market Update: November 2023

by Holly H. MacDonald
Chief Operating Officer
by Jeffrey Mills
Chief Investment Officer
In brief

In this video, Chief Investment Officer Holly H. MacDonald and Chief Investment Strategist Jeffrey Mills provide their latest insights on the economy and markets with a focus on earnings.

Holly_H_MacDonald_Headshot

Holly H. MacDonald

Chief Operating Officer

Holly oversees the investment area as well as technology, operations, and family office management. In early 2026, Holly will become Chief Executive Officer.

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Jeff-Mills

Jeffrey Mills

Chief Investment Officer

Jeffrey is responsible for overseeing the firm’s investment research, asset allocation, and portfolio management. He is a member of the firm’s Executive Committee and Leadership Council.

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