Holly Mazzocca

Role
Wealth Advisor, Principal at Bartlett Wealth Management
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Holly Mazzocca

At Bartlett, we see life\'s transitions as opportunities for growth. Our team of wealth…

Experience

  1. Wealth Advisor, Principal

    Bartlett Wealth Management

    Apr 2015 — Present

    Wealth Advisor specializing in helping you navigate life\'s transitions to reach your financial goals. Bartlett serves individual and institutional clients by providing comprehensive financial planning services and customized investment solutions. Principal, Management Committee Member, Progressive Leadership Committee Member

Education

  • Northwestern University - Kellogg School of Management

    Master of Business Administration (M.B.A.), Finance, Social Enterprise

    2013 — 2015

  • Indiana University - Kelley School of Business

    B.S., Finance, International Business

    2004 — 2008

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Holly Mazzocca — Wealth Advisor, Principal at Bartlett Wealth Management in Cincinnati, OH, US | Unifers