Holly Miller

Current

Partner at Stone House Consulting, LLC

Past

Senior Vice President, Chief Operating Officer at MD Sass
Senior Vice President at Citisoft, Inc.
First Vice President, Head of Investment Operations at Bank Julius Baer & Co. Ltd.

Vice President, Head of Investment Operations at J. & W. Seligman & Co.
Vice President at Citibank NA
Assistant Vice President at Nomura Capital Management
Vice President at Manufacturers Hanover Investment Corporation
Marketing Associate at Forstmann-Leff Associates
Performance Manager at Bernstein-Macaulay
Client Service Specialist at Shaw Data

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Education

University of Virginia
Stuart Hall

Recommended

21 people have recommended Holly

Connections

500+ connections

Industry

Investment Management

Websites

Holly Miller’s Summary

Consultant focused exclusively on strategy / corporate planning, operations and IT within the investment management / hedge fund industry. More than 30 years of buy-side experience working for investment managers and hedge funds, software vendors and leading consulting firms.

Holly Miller’s Specialties:

Investment management, operations, performance measurement, attribution, outsourcing, IT and business process consulting, strategic planning, activity-based costing

Holly Miller’s Experience

Partner

Stone House Consulting, LLC

(Investment Management industry)

September 2008 — Present (1 year 3 months)

Strategic, operational and IT consulting to investment managers and hedge funds.
Senior Vice President, Chief Operating Officer

MD Sass

(Privately Held; 51-200 employees; Financial Services industry)

2006 — September 2008 (2 years )

M.D. Sass and its affiliates manage over $15 billion in hedge funds, private equity funds, separate institutional accounts and wrap across a broad array of investment strategies, from traditional value equities in the US markets to distressed securities, high-yield asset backed, global long/short equity products and energy futures.

As Chief Operating Officer, I was responsible for all aspects of client services, performance measurement, IT and investment operations (including investment accounting, client reporting, reconciliation, trade settlement and data management).
Senior Vice President

Citisoft, Inc.

(Public Company; 10,001 or more employees; SAY; Investment Management industry)

2003 — 2006 (3 years )

Responsible for sales and delivery of Citisoft's consulting services in the Eastern region of the US.
First Vice President, Head of Investment Operations

Bank Julius Baer & Co. Ltd.

(Public Company; Investment Management industry)

2001 — 2003 (2 years )
Vice President, Head of Investment Operations

J. & W. Seligman & Co.

(Investment Management industry)

1999 — 2000 (1 year )
Vice President

Citibank NA

(Public Company; Investment Management industry)

1989 — 1999 (10 years )
Assistant Vice President

Nomura Capital Management

(Public Company; Investment Management industry)

1987 — 1989 (2 years )
Vice President

Manufacturers Hanover Investment Corporation

(Investment Management industry)

1985 — 1987 (2 years )
Marketing Associate

Forstmann-Leff Associates

(Investment Management industry)

1983 — 1985 (2 years )
Performance Manager

Bernstein-Macaulay

(Investment Management industry)

1981 — 1983 (2 years )
Client Service Specialist

Shaw Data

(Investment Management industry)

1978 — 1981 (3 years )

Holly Miller’s Education

University of Virginia

Computer Science August 1975 — August 1978

Activities and Societies:

Chi Omega
Stuart Hall

Additional Information

Holly Miller’s Websites:

Holly Miller’s Groups:

Promotion and Awareness Subcommittee for the Global Investment Performance Standards (GIPS(R)), Standard Setter for the Certificate in Performance Measurement (CIPM), Women's Investment Management Forum