As Portfolio Manager, Holly Withers assists in the development of your personal investment policy guidelines. Holly makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationJames Madison University, Harrisonburg, Virginia
Professional Experience & Areas of FocusI started in Financial Services in 1991. I have worked as a Portfolio Manager since 1994.
Licenses & Professional Designations
- Chartered Financial Analyst (CFA)