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New York, NY
Phone: (212) 476-9160
Holly Newman Kroft, Managing Director, joined the firm as a Wealth Advisor in 2005. Holly’s clients include high net worth individuals, endowments and foundations. She works closely with them to provide asset allocation, investment management and estate planning advice. Previously, Holly held investment banking positions at several institutions. She began her career in 1995 as an investment banking analyst at Oppenheimer & Company. Holly received a BA from the University of Michigan. She was named #10 on Barron’s Top 100 Women Financial Advisors list in 2014.
“My background in investment banking and investment management provides a blend of corporate and personal finance expertise that helps me address the needs of a range of clients including individuals, multigenerational families and family offices. I also work closely with many foundations and endowments. In addition to a dedicated team working on behalf of my clients, I draw on the resources of our investment strategy and trust professionals to construct customized, multifaceted solutions.”
—Holly Newman Kroft, Wealth Advisor
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