Holly Lobprise

  • Investment Analyst
    Holly Lobprise

    Holly is an Investment Analyst at AJ Wealth. Prior to joining AJ Wealth, Holly was a Senior Analyst at J.P. Morgan Chase where she oversaw the investment reconciliation process for the Fund of Hedge Funds Custody team, constructing reconciliation reports for upper management and liaising with fund administrators.  Holly brings her attention to detail and interpersonal skills to AJ Wealth to assist with managing client portfolios and providing investment expertise to teams and their clients.  She holds a B.A. in International Management from Pepperdine University and a M.Sc in Investment Management from Cass Business School at City University London.  Holly has passed Level I and Level II of the CFA® exam and is sitting the Level III exam in June 2018.

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AJ Wealth
30 Broad Street, 29th Floor
New York, NY 10004
Phone: 212-729-7750
Fax: 888-712-1647

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