Andrea is responsible for the client services team. The team handles client requests, onboarding, reporting and provides operational and administrative support to the firm. Andrea has been in the financial services industry for almost 20 years. Before joining Hollow Brook, Andrea was a vice president in investor services at C.L King & Associates, a New York brokerage firm, supporting multiple registered investment advisors. Earlier she was an equity risk analyst at GE Asset Management. Andrea received a BS in mathematics from the State University of New York at Albany. When out of the office, Andrea enjoys spending time with her two kids and husband, preferably at the beach.

Aubrey’s responsibilities include accounting services for clients. Prior to joining Hollow Brook, Aubrey was an auditor with Ernst & Young LLP for five years. She also worked in both back office and compliance functions for a large hedge fund. Her responsibilities include all aspects of accounting provided by the family office services division: accounts receivable and payable, payroll, financial statement preparation, coordination with tax professionals and daily correspondence with clients and their representatives. Aubrey received her degree in Accounting from Rider University. In her spare time, she enjoys reading a book on the beach and watching her kids participate in their sporting events.

Chelsea is responsible for accounting services for clients. Before joining Hollow Brook, she spent several years at Ernst & Young, specializing in audit and advisory services for major financial institutions. Her expertise spans all aspects of accounting, including accounts receivable, accounts payable, payroll and financial statement preparation. Chelsea earned a BBA in Accounting and Finance from James Madison University. In her free time, she enjoys spending time at the beach, skiing, and exploring Westchester with her husband and three children.

Cathy’s responsibilities include accounting services for clients. Prior to joining Hollow Brook, Cathy was an accountant for more than a decade with Richard L. Scott Investments, LLC. Her responsibilities included all aspects of accounting: accounts receivable, accounts payable, financial statement preparation, analysis of brokerage accounts and assisting tax professionals. Cathy received a BBA in accounting from Pace University. In her spare time, Cathy enjoys reading, gardening, and spending time with family.

Katie is responsible for accounting services for clients. Prior to joining the Hollow Brook team, Katie worked at Ernst & Young in their Private Client Services preparing and reviewing individual tax returns. Katie received a BBA in Accounting at Pace University. In her spare time, Katie enjoys spending time with her husband and three kids.

Madeline is responsible for assisting President Philip Richter with marketing. Previously she worked at Fisher Brothers, where her responsibilities included marketing and development. Madeline received a BA in art history from Columbia University. Outside of the office, Madeline enjoys competing in equestrian show jumping, visiting museums, and spending time with friends and family.

Kelly is responsible for assisting with client service, administration and operations. Prior to joining the Hollow Brook team, Kelly worked at Ultimus Fund Solutions as a fund accounting manager working with mutual and exchange-traded funds. Kelly obtained her BBA in Marketing from Hofstra University. In her spare time, she enjoys hiking, skiing and spending time with family.

Audrey is responsible for supporting the team with administrative duties, operations, special initiatives, and client support. Prior to joining Hollow Brook, Audrey was a Lead Brand Ambassador at The Rounds, a startup business in the sustainable home delivery industry, where she assisted with event organization and sales. Audrey received a BA in Communication Studies from Temple University. In her spare time, she enjoys hiking, running, skiing, and exploring new places with her friends and family.

Courtney is responsible for portfolio administration and analysis. Prior to joining Hollow Brook, she was a Vice President at Goldman Sachs Asset Management and held roles across investment management, controllers and operations.  Previously, she worked in fund accounting at State Street. Courtney received a BS in Finance and Marketing from Boston College. In her spare time, she enjoys spending time with her family.

Jordan is responsible for assisting with investment analysis, portfolio management, and client relations. Before joining Hollow Brook, he worked as a Capital Markets Analyst at Amvest Capital in Manhattan, NY, where he supported senior staff in executing private placements and marketing efforts. Prior to that, he was an Investor Relations Analyst at Gilmartin Group in Manhattan, NY, where he tracked and reported on M&A, equity, and fixed income offerings, analyzed sell-side estimates, and maintained consensus models. Jordan holds a Bachelor of Science degree in Economics-Finance with a minor in Business Law from Bentley University in Waltham, MA. He furthered his education at the University at Buffalo in Buffalo, NY, obtaining a Master of Science degree in Finance with a concentration in Risk Management in May 2021. In his spare time, Jordan enjoys traveling as well as spending time with friends and family.