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Podcast: Registered Investment Advisor Podcast
Episode: Empowering Women in Finance
Description: Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social, and Governance (ESG) team, focused on sustainable investing. Sh...