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Woman CEO who grew her RIA to $7.2 billion of AUM yields to a new male CEO, but another woman in the wings is gearing up for its second century when female investors will dominate

Bartlett Wealth Management President Holly Mazzocca has day-to-day oversight and will likely succeed new CEO James Hagerty.

Author Oisin Breen
January 30, 2021 at 1:58 AM
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Holly Mazzocca, 34, succeeds Kelley Downing as Bartlett president. She will run the firm's day-to-day business.

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