Stephen Holl joined Brookvine in 2016 as a Director focussing on HNW Advisory Groups, Private Banks and Family Office channels. Stephen’s 26 years of experience covers most financial instruments with particular emphasis on equities and derivatives on multiple markets.
Stephen joined Brookvine following a stint as a start-up hedge fund manager. As a start-up hedge fund manager Stephen had been involved with all aspects of starting a fund from the management of the portfolio, organization of service providers, legal document preparation and fund raising.
Prior to the fund start-up Stephen had been transferred to Australia by Merrill Lynch in 2000 and has since held senior advisory roles with UBS and Citi advising on c. $125M in equity and derivatives for HNW clients. Stephen has consistently placed in the top 25% of all advisors for UBS Australia and Citi Smith Barney Globally.
Stephen majored in finance and minored in international finance at the University of Toledo, USA.