Your path has been sure, getting to where you want to be in life. You welcome the challenges, but seek a degree of safety as you climb toward your pinnacle. You are unique, and so are your investment needs. You deserve experienced guides, who understand your values and are able to lead you with sound and insightful investment advice that will help you reach your next goals.
Hotaling Investment Management provides best-in-class financial guidance, with absolute integrity in handling your personal, or your institution's, affairs. We'd like to be your trusted partner in this journey, informing you every step of the way, steering you clear of undue risk, and leading you along a confident path to your ultimate destination.
Hotaling Investment Management provides best-in-class financial guidance, with absolute integrity in handling your personal, or your institution's, affairs. We'd like to be your trusted partner in this journey, informing you every step of the way, steering you clear of undue risk, and leading you along a confident path to your ultimate destination.
Services
Jennie joined the Hotaling team in November of 2019 as an administrator and has doing financial planning work since the start of 2021. She works closely with our clients and investment advisors, while supporting the firm's compliance, operations and administration; helping others is at the core of her work.
Jesse joined Hotaling in 2018 and focuses first and foremost on serving clients' needs every day. He also wears many hats behind the scenes, including trading, research, reporting, compliance, operations, and technology. He enjoys getting to know the firm's clients and their families to better serve their needs, and is currently pursuing his CFP certificate.
Before joining Hotaling Investment Management, Colt worked as an Associate at Delaware Life Insurance Company in the Greater Boston Area covering investment accounting functions. He initially began his career as an Investment and Portfolio Specialist for Brinker Capital in Berwyn, PA, trading mutual fund portfolios and subsequently within the Wealth Advisory group providing tailored solutions for financial advisors.
Hannali joined the Hotaling team in June of 2021, taking over the role of Executive Administrator and working with Jennie on office administration. Prior to joining Hotaling, Hannali worked for JP Morgan as an associate in the Alternative Investments Middle Office. In that role she assisted advisors in the subscription process for Alts Investments and worked with technology teams to automate processes.
In addition to managing portfolios, Hotaling Investment Management offers comprehensive Financial Planning services. Leading you first through a thorough financial planning process, we aim to reveal a clear picture of your complete financial life. By understanding your unique landscape, we are then able to guide you on a path to your ideal destination.
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