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 all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.