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Marilyn Holt-Smith
Directeur/Membre du Conseil chez
Settlers Bank (De Forest, Wisconsin)
Profil
Ms. Marilyn Holt-Smith, CFA MBA, is Senior Portfolio Manager at Boston Private Wealth LLC.
Ms. Holt-Smith was previously employed as Managing Director by Banyan Partners LLC, Founder & Chief Executive Officer by Holt-Smith Advisors, Inc., Vice President & Portfolio Manager by Madison Investment Advisors LLC, and Principal by Phenomenelle Angels LLC.
She received her Bachelor's degree and her MBA degree both from the University of Wisconsin.
Postes actifs de Marilyn Holt-Smith
| Sociétés | Poste | Début |
|---|---|---|
Settlers Bank (De Forest, Wisconsin)
 Settlers Bank (De Forest, Wisconsin) Regional BanksFinance Operates as a state chartered commercial bank | Directeur/Membre du Conseil | - |
Anciens postes connus de Marilyn Holt-Smith
| Sociétés | Poste | Fin |
|---|---|---|
Holt-Smith Advisors, Inc.
 Holt-Smith Advisors, Inc. Investment ManagersFinance Holt-Smith Advisors (HSA) manages Mid-Cap Growth, Large-Cap Growth and Large-Cap Value equity portfolios, as well as fixed-income and diversified portfolios. The firm's Large-Cap Growth strategy seeks to invest in fundamentally strong companies with above-average earnings growth that can be purchased at reasonable price. HSA invests in companies with a market-cap of $5 billion or more at the time of purchase. They look for companies with established products and/or services as opposed to companies with growth prospects resulting from temporary pricing increases or speculative products. HSA employs a proprietary model that ranks companies on multiple factors. The firm considers historical sales and earnings trends, profit margins, future growth prospects, debt level and the quality of management. They also consider p/e ratios versus expected growth over the next 3 to 5 years and invest in companies with reasonable valuations. New securities are purchased into the portfolio at a position size of 3% to 5% and sector exposure is limited to 30%. HSA builds concentrated portfolios of 25 to 30 holdings. A security may be sold if there is deterioration of fundamentals or its long-term fundamental growth slows to a below average level. Positions are not sold outright based solely on valuation or short-term earnings fluctuations such as temporary pricing increases or speculative products. The firm may make disciplined pare backs when a position becomes overweighted (10%) and/or the stock's PEG ratio becomes excessive. HSA's Mid-Cap Growth strategy uses the same approach as their Large-Cap Growth strategy except that they focus on companies with a market-cap of $1 billion to $10 billion the time of purchase. New securities purchased into the portfolio at position size of 3% to 3.5% position size. Sector exposure is limited to 30%. HSA builds concentrated portfolios of 25 to 30 holdings. Disciplined pare backs may be made when the position size reaches 6%. The firm's Large-Cap Value strategy seeks to invest in underappreciated companies with strong fundamentals and a market-cap of $5 billion or more at the time of purchase. The firm looks for opportunities for price appreciation and dividend income. They build concentrated portfolios with established upside and downside targets. HSA employs proprietary model screens that are based on fundamentals and valuation to identify companies with established and consistent earnings growth and dividend yields and p/e ratios that are less than the S&P 500. Companies are then ranked on characteristics relative to their sector and the portfolio's benchmark including p/e, p/b, price to sales, price to cash flow, ROE, dividend yield and debt-to-capital. HSA also considers relative stock performance and seeks to invest in stocks with a better than average S&P quality ranking. New securities are purchased into the portfolio at a position size of 3% to 5%. Sector exposure is actively managed relative to the Russell 1000 Value Index. Portfolios are concentrated, typically containing up to 25 holdings. A stock will be sold when its p/e ratio exceeds 20% to 25%. A stock may also be sold: (1) if fundamentals deteriorate (2) due to adverse company news or regulatory issues or (3) if a better investment is identified. A position may be pared back if it becomes overweighted relative to the portfolio's strategy. Downside maximum price protection is 20%. Though not limited by sector, HSA tends to invest in the stocks of companies in the electronic technology, technology services, health technology, finance and consumer non-durables sectors. They invest mainly in the stocks of US mid-cap and large-cap companies. The firm maintains a low turnover rate. The firm employs an active intermediate-term fixed-income investment strategy that seeks to invest in the most stable, conservative issues. The firm's active management approach adds value by managing average portfolio maturities through interest rate cycles and effectively allocating assets across bond types. Portfolio positioning is based on: yields, spreads, inflation, federal policy, money flows and the overall health of the economy. HSYA employs four main strategies: sector allocation, issue selection, duration exposure and term structure weighting. Risk is analyzed relative to the Lehman Intermediate Government/Credit Index. The firm seeks consistent returns through investments in intermediate issues, generally with maturities of 1 to 9 years. Average portfolio quality credit rating is A or better. HSA may use corporates, treasuries and ETFs. They may also use municipals bonds when appropriate for the client. | Directeur Général | 02/10/2013 |
Madison Investment Advisors LLC
 Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Corporate Officer/Principal | 31/12/1986 |
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Analyst-Equity | - |
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Analyst-Equity | - |
Phenomenelle Angels LLC
 Phenomenelle Angels LLC Investment ManagersFinance Phenomenelle Angels invests in women and minority-owned companies located in the United States primarily in Wisconsin and the Midwest with a revenue of USD 1 million and investments range from USD 0.1 - USD 0.5 million. The firm targets companies operating in the fields of market sectors like information technology, life sciences, communications and consumer goods and services. It provides financing for early stage capital requirements. It also acts and participate as a lead investor. | Membre du Comité d'Investissement | - |
Formation de Marilyn Holt-Smith
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Holt-Smith Advisors, Inc.
Holt-Smith Advisors, Inc. Investment ManagersFinance Holt-Smith Advisors (HSA) manages Mid-Cap Growth, Large-Cap Growth and Large-Cap Value equity portfolios, as well as fixed-income and diversified portfolios. The firm's Large-Cap Growth strategy seeks to invest in fundamentally strong companies with above-average earnings growth that can be purchased at reasonable price. HSA invests in companies with a market-cap of $5 billion or more at the time of purchase. They look for companies with established products and/or services as opposed to companies with growth prospects resulting from temporary pricing increases or speculative products. HSA employs a proprietary model that ranks companies on multiple factors. The firm considers historical sales and earnings trends, profit margins, future growth prospects, debt level and the quality of management. They also consider p/e ratios versus expected growth over the next 3 to 5 years and invest in companies with reasonable valuations. New securities are purchased into the portfolio at a position size of 3% to 5% and sector exposure is limited to 30%. HSA builds concentrated portfolios of 25 to 30 holdings. A security may be sold if there is deterioration of fundamentals or its long-term fundamental growth slows to a below average level. Positions are not sold outright based solely on valuation or short-term earnings fluctuations such as temporary pricing increases or speculative products. The firm may make disciplined pare backs when a position becomes overweighted (10%) and/or the stock's PEG ratio becomes excessive. HSA's Mid-Cap Growth strategy uses the same approach as their Large-Cap Growth strategy except that they focus on companies with a market-cap of $1 billion to $10 billion the time of purchase. New securities purchased into the portfolio at position size of 3% to 3.5% position size. Sector exposure is limited to 30%. HSA builds concentrated portfolios of 25 to 30 holdings. Disciplined pare backs may be made when the position size reaches 6%. The firm's Large-Cap Value strategy seeks to invest in underappreciated companies with strong fundamentals and a market-cap of $5 billion or more at the time of purchase. The firm looks for opportunities for price appreciation and dividend income. They build concentrated portfolios with established upside and downside targets. HSA employs proprietary model screens that are based on fundamentals and valuation to identify companies with established and consistent earnings growth and dividend yields and p/e ratios that are less than the S&P 500. Companies are then ranked on characteristics relative to their sector and the portfolio's benchmark including p/e, p/b, price to sales, price to cash flow, ROE, dividend yield and debt-to-capital. HSA also considers relative stock performance and seeks to invest in stocks with a better than average S&P quality ranking. New securities are purchased into the portfolio at a position size of 3% to 5%. Sector exposure is actively managed relative to the Russell 1000 Value Index. Portfolios are concentrated, typically containing up to 25 holdings. A stock will be sold when its p/e ratio exceeds 20% to 25%. A stock may also be sold: (1) if fundamentals deteriorate (2) due to adverse company news or regulatory issues or (3) if a better investment is identified. A position may be pared back if it becomes overweighted relative to the portfolio's strategy. Downside maximum price protection is 20%. Though not limited by sector, HSA tends to invest in the stocks of companies in the electronic technology, technology services, health technology, finance and consumer non-durables sectors. They invest mainly in the stocks of US mid-cap and large-cap companies. The firm maintains a low turnover rate. The firm employs an active intermediate-term fixed-income investment strategy that seeks to invest in the most stable, conservative issues. The firm's active management approach adds value by managing average portfolio maturities through interest rate cycles and effectively allocating assets across bond types. Portfolio positioning is based on: yields, spreads, inflation, federal policy, money flows and the overall health of the economy. HSYA employs four main strategies: sector allocation, issue selection, duration exposure and term structure weighting. Risk is analyzed relative to the Lehman Intermediate Government/Credit Index. The firm seeks consistent returns through investments in intermediate issues, generally with maturities of 1 to 9 years. Average portfolio quality credit rating is A or better. HSA may use corporates, treasuries and ETFs. They may also use municipals bonds when appropriate for the client. | Finance |
Madison Investment Advisors LLC
Madison Investment Advisors LLC Investment ManagersFinance MIA seeks to deliver positive risk-adjusted returns while providing capital preservation. The firm is a bottom-up stock-picker, focused on high-quality consistent growth companies trading at reasonable valuations. They aim to outperform the market indices through a market cycle while taking less risk. MIA employs a top-down investment process that focuses on capital preservation through active management of the following key fixed income risks: duration posture, yield curve positioning, industry/sector allocation, quality and security selection. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Phenomenelle Angels LLC
Phenomenelle Angels LLC Investment ManagersFinance Phenomenelle Angels invests in women and minority-owned companies located in the United States primarily in Wisconsin and the Midwest with a revenue of USD 1 million and investments range from USD 0.1 - USD 0.5 million. The firm targets companies operating in the fields of market sectors like information technology, life sciences, communications and consumer goods and services. It provides financing for early stage capital requirements. It also acts and participate as a lead investor. | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Banyan Partners provides true customization for each client with an opportunistic investment philosophy and prudent risk management. They seek investment opportunities across a wide range of financial markets and securities. Banyan looks at the entire global financial market to find opportunities for clients. All portfolios are managed in-house. Banyan Partners specializes in both qualitative and quantitative investment analysis and portfolio construction over a broad range of investment styles including growth, value, domestic and global. Their accounts are managed primarily on a discretionary basis. The firm also offers select specialty strategies that utilize no-load mutual funds and/or ETFs. | Finance |
Settlers Bank (De Forest, Wisconsin)
Settlers Bank (De Forest, Wisconsin) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVBW specializes in identifying undue risks or gaps in your financial profile and identifying opportunities to help protect and seek growth for your assets in varying market conditions. The firm considers an array of investment vehicles across multiple asset classes, geographies and market capitalization. | Finance |
