Action-oriented and operational by nature, Holly oversees day to day operations and compliance at Verum Partners as COO and CCO. She enjoys forging partnerships with clients and connecting the dots between their objectives and implementation of ideas. With over 10 years of experience, Holly truly enjoys the friendships she’s built with clients and thrives on finding solutions to improve their lives.
Outside of the office, you can find Holly searching for bargains at estate sales, cooking new dishes, and walking on the greenway with her husband and young daughter.
At Verum Partners
COO and CCO
Previous Experience
Carolinas Investment Consulting – Relationship Manager
Brown Brothers Harriman – Relationship Associate
Education & Professional Designations
B.S.B.A. University of North Carolina at Charlotte, Business Management
B.A. University of North Carolina at Charlotte, Art
Additional Information
Women’s Impact Fund – Member, Grants Committee 2015-17; Grants Team Co-Chair, 2016
Heart Math Tutoring – Past Tutor
Girl Scouts – Past jump start troop leader
