Holly Lobprise, CFA, currently serves as an Investment Consultant at Adhesion Wealth Advisor Solutions since January 2024. Previously, Holly held the position of Head of Research and Portfolio Manager at Cinnabar Investment Management from 2019 to 2022, where responsibilities included developing and implementing an investment strategy for $130 million in AUM, conducting manager due diligence, and authoring white papers. From May 2018 to August 2019, Holly worked as an Investment Analyst at AJ Wealth, managing investment strategies for over $900 million in AUM. Holly's earlier experience includes a role as Senior Analyst at JPMorgan Chase & Co., focusing on investment reconciliation and team management, and as an Associate at Nitori Co., Ltd., where marketing insights and public speaking skills were developed. Holly holds a Master of Science in Investment Management from Cass Business School and a Bachelor of Arts in International Management from Pepperdine University.
Sign up to view 0 direct reports
Get started
This person is not in any teams