Holly H. Mazzocca

Holly Mazzocca, CFP®, is a seasoned Wealth Advisor and Principal at Bartlett Wealth Management, where expertise lies in assisting clients through life's transitions to achieve financial objectives. With a solid background in business development and investor relations, Mazzocca previously served as Vice President at JHL Capital Group LLC, facilitating communication between the investment team and investors. Mazzocca's professional experience also includes a role as an Asset Management Analyst at J.P. Morgan, providing customized wealth management solutions for high-net-worth clients. Academic credentials include an MBA in Finance and Social Enterprise from Northwestern University and a Bachelor's degree in Finance and International Business from Indiana University.