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Holly Newman Kroft

New York, NY

Phone: (212) 476-9160



Holly Newman Kroft, Managing Director, joined the firm as a Wealth Advisor in 2005. Holly works closely with ultra-high net worth individuals and their families to help develop customized investment solutions, including asset allocation design, and address estate planning needs. She also focuses on addressing the unique investment needs of endowments and foundations, from cash flow needs to asset allocation design and portfolio manager proposals. Previously, Holly held investment banking positions at several institutions. She began her career in 1995 as an investment banking analyst at Oppenheimer & Company and later moved onto working at several boutique media advisory firms, specializing in private equity transactions, mergers & acquisitions and providing strategic advice to media and telecommunications companies. Holly received a BA from the University of Michigan. She was named #10 on Barron’s Top 100 Women Financial Advisors list in 2014 and named #49 in New York on Barron’s Top 1,200 Financial Advisors list in 2015.

“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