Marilyn Holt-Smith
Directeur/Membre du Conseil chez Settlers Bank (De Forest, Wisconsin)
Profil
Ms. Marilyn Holt-Smith, CFA MBA, is Senior Portfolio Manager at Boston Private Wealth LLC.
Ms. Holt-Smith was previously employed as Managing Director by Banyan Partners LLC, Founder & Chief Executive Officer by Holt-Smith Advisors, Inc., Vice President & Portfolio Manager by Madison Investment Advisors LLC, and Principal by Phenomenelle Angels LLC.
She received her Bachelor's degree and her MBA degree both from the University of Wisconsin.
Postes actifs de Marilyn Holt-Smith
| Sociétés | Poste | Début |
|---|---|---|
Settlers Bank (De Forest, Wisconsin)
 Settlers Bank (De Forest, Wisconsin) Regional BanksFinance Part of Wings Financial Credit Union, Settlers Bank is a local bank based in De Forest, Wisconsin. The bank is known for providing fast answers and simple solutions to its clients. Settlers Bank has a local board of directors and is committed to turning questions around in days instead of weeks. The American company was founded in 2007 by Laura Johnson Douglass, Trisha Thompson, David M. Fink, Thomas E. Spitz, who has been the CEO since 2007. Settlers Bank (De Forest, Wisconsin) was acquired by Wings Financial Credit Union on July 01, 2023. | Directeur/Membre du Conseil | - |
Anciens postes connus de Marilyn Holt-Smith
| Sociétés | Poste | Fin |
|---|---|---|
Holt-Smith Advisors, Inc.
 Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Directeur Général | 02/10/2013 |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Corporate Officer/Principal | 31/12/1986 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Analyst-Equity | - |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Analyst-Equity | - |
Phenomenelle Angels LLC
 Phenomenelle Angels LLC Investment ManagersFinance Phenomenelle Angels LLC (Phenomenelle Angels) is a venture capital firm founded in 2006 by Lauren A. Flanagan and Joe P. Hildebrandt. The firm is headquartered in Madison, Wisconsin. | Membre du Comité d'Investissement | - |
Formation de Marilyn Holt-Smith
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Founded in 1987 by Marilyn Holt-Smith and Kristin Yates, Holt-Smith Advisors, Inc. is a registered investment advisor located in Madison, Wisconsin. The firm manages portfolios for high net-worth individuals, corporate retirement plans, endowments, foundations, public employee pension plans and insurance companies. | Finance |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance Madison Investment Advisors LLC (MIA) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded in 2010 and is a wholly-owned subsidiary of Madison Asset Management LLC, which is owned by Madison Investment Holdings, Inc. MIA e provide investment advisory services to a variety of clients, which includes individuals, pension and profit-sharing trusts, insurance companies, foundations, charitable organizations and other institutional clients, such as mutual funds. | Finance |
Phenomenelle Angels LLC
Phenomenelle Angels LLC Investment ManagersFinance Phenomenelle Angels LLC (Phenomenelle Angels) is a venture capital firm founded in 2006 by Lauren A. Flanagan and Joe P. Hildebrandt. The firm is headquartered in Madison, Wisconsin. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
Settlers Bank (De Forest, Wisconsin)
Settlers Bank (De Forest, Wisconsin) Regional BanksFinance Part of Wings Financial Credit Union, Settlers Bank is a local bank based in De Forest, Wisconsin. The bank is known for providing fast answers and simple solutions to its clients. Settlers Bank has a local board of directors and is committed to turning questions around in days instead of weeks. The American company was founded in 2007 by Laura Johnson Douglass, Trisha Thompson, David M. Fink, Thomas E. Spitz, who has been the CEO since 2007. Settlers Bank (De Forest, Wisconsin) was acquired by Wings Financial Credit Union on July 01, 2023. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |