Driven by a proactive and operational mindset, Holly acts as Verum’s Chief Operating Officer and Chief Compliance Officer. With over 15 years of experience, she oversees the integration of the firm’s three primary business segments: Client Service & Advice, Enterprise Services, and Growth. Well aligned with Verum’s core values of reliability, effective communication, awareness, continuous improvement, and thoughtfulness, Holly enjoys giving shape to conceptual ideas and putting them into action.
Outside of the office, you can find Holly searching for bargains at estate sales. taking up an occasional DIY project, and walking on the greenway with her husband and young daughters.
At Verum Partners
COO and CCO
Board of Directors – Member
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
Heart Math Tutoring – Current Tutor
Women’s Impact Fund – Member, Grants Committee 2015-17; Grants Team Co-Chair, 2016
Girl Scouts – Past Jumpstart Troop Leader
