Angie M. Holbrook, CFA
Partner – Client Service
Angie brings over 23 years of experience to her role in client service and consultant relations. Prior joining the firm in 2015, Angie was Senior Vice President, Consultant Relations at Pyramis Global Advisors, a Fidelity Investments company. In her 16-year tenure at Fidelity she also worked as a Product Manager responsible for marketing, competitive analysis, and product management for Fidelity’s institutional fixed income products as well as an Implementation Project Manager and an Account Associate at Fidelity Management Trust Company.
Angie earned her Bachelor of Science degree in Business Administration from the University of Vermont and her Master of Business Administration degree from Boston College. She earned her Chartered Financial Analyst® (CFA) designation in 2006 and is a member of the CFA Institute and the CFA Society Vermont and is a Registered Representative with Foreside Fund Services, LLC. Angie currently serves as a member of the Board of Directors and is on Investment Committees for both the United Way of Northwest Vermont, and UVM Home Health & Hospice.