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Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.
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Bartlett Wealth Management President Holly Hirt Mazzocca, CFP® reflects on how the firm has found success and grown to $6.9billion in AUM since its founding in 1898. She also shares her strategy for finding the best independent wealth management firms, how she is engaging with talent across all levels of Bartlett.