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Gretchen Carol Hollstein
Gestionnaire de Portefeuille-Actions chez
Aspiriant LLC
Profil
Ms. Gretchen C.
Hollstein is a Director in Wealth Management at Aspiriant LLC.
She joined Aspiriant in 2025.
She has over 25 years of experience helping high-net-worth individuals, multi-generational families, and non-profit organizations with wealth advising, financial planning, and investment management services.
Ms. Hollstein was previously employed as a Managing Director & Senior Advisor by Litman Gregory Wealth Management LLC, a Portfolio Manager by Bay Isle Financial Corp., and a Vice President by Fremont Investment Advisors, Inc.
She earned dual B.A. degrees in Business Economics and Psychology from the University of California, Santa Barbara.
Postes actifs de Gretchen Carol Hollstein
| Sociétés | Poste | Début |
|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Gestionnaire de Portefeuille-Actions | 01/09/2025 |
Anciens postes connus de Gretchen Carol Hollstein
| Sociétés | Poste | Fin |
|---|---|---|
Litman Gregory Wealth Management LLC
 Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Gestionnaire de Portefeuille-Actions | 01/09/2025 |
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance BIF is a GARP manager. They believe that the most successful strategy for achieving financial success is through the active management of a portfolio that incorporates an investment mix of both value and growth securities. BIF also believes that an emphasis on total return provides the best investment strategy for most clients. In the process of creating and managing diversified portfolios, the firm uses proprietary research and individual securities in the following asset classes: U.S. large-cap stocks, REITs, bonds and other fixed-income. They typically use mutual funds for allocations to U.S. small cap stocks and international stocks. | Gestionnaire de Portefeuille-Actions | 31/12/2004 |
Fremont Investment Advisors, Inc.
 Fremont Investment Advisors, Inc. Investment ManagersFinance Fremont is a large-cap growth manager. | Corporate Officer/Principal | - |
Formation de Gretchen Carol Hollstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
64
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance BIF is a GARP manager. They believe that the most successful strategy for achieving financial success is through the active management of a portfolio that incorporates an investment mix of both value and growth securities. BIF also believes that an emphasis on total return provides the best investment strategy for most clients. In the process of creating and managing diversified portfolios, the firm uses proprietary research and individual securities in the following asset classes: U.S. large-cap stocks, REITs, bonds and other fixed-income. They typically use mutual funds for allocations to U.S. small cap stocks and international stocks. | Finance |
Fremont Investment Advisors, Inc.
Fremont Investment Advisors, Inc. Investment ManagersFinance Fremont is a large-cap growth manager. | Finance |
Litman Gregory Wealth Management LLC
Litman Gregory Wealth Management LLC Investment ManagersFinance LGWM aims to grow and protect their clients’ long-term assets, while supporting their ongoing financial goals. The firm’s investment team is focused on creating and managing globally diversified portfolios based on rigorous asset class analysis and demanding due diligence on individual investment opportunities such as alpha-driven active managers, index funds, and select private investments. They use economic scenario analysis as a primary means to assess the risk in their strategies. | Finance |
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon. | Finance |
