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Partner, Stone House Consulting, LLC
New York, NY, United States
Holly: How do investors show a lower standard of care when investing in hedge funds than when investing with traditional investment managers? #fb Mar 7, 2010 via Twitter

Contact Info

Email
(work)
Phone
+1 917 587 2411 (work mobile)
+1-610-358-1791 (work)
+1 509 479 1831 (work fax)
Address
126 Thornton Road
Thornton, PA 19373
United States
(work)

Work/Education

Work Experience

2008 - Present
Provide strategic, operational and IT consulting services to investment managers and hedge funds.
M.D. Sass Investors Services, Inc. / SVP and Chief Operating Officer
2006 - 2008
COO for $15 bn investment manager with 16 investment firms and 18 strategies across traditional institutional separate accounts, hedge funds, private equity funds and SMA ('wrap') accounts. Responsible for all aspects of IT, operations, performance measurement and client service.
Citisoft / SVP and Region Manager
2003 - 2006
Responsible for all aspects of sales and delivery of consulting services to investment managers headquartered in the eastern half of the U.S.
Bank Julius Baer & Co. Ltd. / First VP and Head of Investment Operations
2001 - 2003
Managed operations for the U.S. arm of the Swiss private bank and its affiliated broker/dealer, Julius Baer Securities, Inc.
J.&W. Seligman & Co. / VP and Head of Investment Operations
1999 - 2001
Responsible for the middle office (investment accounting, performance measurement, investment guideline compliance and foreign exchange trading) and all SMA ('wrap') operations for a $40 bn investment manager.
Citibank N.A. / Vice President
1989 - 1999
1998-2001 - Head of North American Client Service for Citibank Global Asset Management in New York
1996-1998 - Global Product Manager for Global Treasury Services' Global Portfolio Services product in London
1989-1996 - Global Product Manager for WWSS and CrossMar's Global Portfolio Services product in New York
1985 - 1987

Education

Computer Science, 1978
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Holly Miller How do investors show a lower standard of care when investing in hedge funds than when investing with traditional investment managers? #fb       Mar 7, 2010 via Twitter

Holly Miller RT @StoneHouseCns: Great article on the importance of operational due diligence on managed accounts. http://castlehallalternatives.com/ ...       Mar 7, 2010 via Twitter

Holly Miller @footnoted Thank you for the FYI. My account was hacked. All repaired now. Apologize if it caused problems for you!       Feb 26, 2010 via Twitter

Holly Miller @OkeyMor57 "Health summit a 'stunt' and 'spectacle,' analysts say" See http://tinyurl.com/y8py8bn They did not mean it as a compliment.       Feb 25, 2010 via Twitter

Holly Miller All that illegal work for only $1.9 million? Madoff's Director of Ops has been arrested. http://bit.ly/cJXh53 #fb       Feb 25, 2010 via Twitter

Holly Miller RT @EzeCastleECI: @hedgeco panel underway. Holly Miller giving intro now. What's coming? Convergence, due diligence, cont focus on trans ...       Feb 25, 2010 via Twitter

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Holly H. Miller's connections
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Jack Glasheen
Allendale, NJ
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craig iskowitz
east brunswick, NJ, United States
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Thomas Abraham
St. Johns Wood, London, United...
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