Investment Update

Portfolio Adjustments

by Holly H. MacDonald
Chief Operating Officer
by Jeffrey Mills
Chief Investment Officer
by Bree Sterne
Senior Investment Strategist
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In brief

In this Investment Update, we review recent portfolio changes. Specifically, we have adjusted the investments in our Large Cap Strategies portfolio, especially within the emerging markets space, and we have launched a short-term bond portfolio that will complement our approach to fixed income.  

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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Barbara Sterne

Bree Sterne

Senior Investment Strategist

Bree is responsible for performing in-depth macroeconomic research and financial market analysis as well as delivering customized asset allocation and investment recommendations to clients.

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