Eva Solcova Smith Chief Operations Officer more...
Noel Goeddel, CFA Portfolio
Manager
Noel
Goeddel, a Portfolio Manager, is a member of the Equity Investment
Committee. Noel is responsible for client service and equity
analysis. Noel has a BS in Finance from the University of
Illinois.
Before
joining Holt-Smith Advisors in 1999, Noel was
a Relationship Associate at the Bank of America Private Bank
from 1997-1999.
Noel
is a member of the CFA Institute, on the Board of Directors
and is President of the CFA Society of Madison.
Michael Wilson, a Portfolio Manager, is a member of the Equity
Investment Committee. Michael is responsible for client service
and equity analysis. He has a BS in Finance and Economics
from University of Wisconsin-La Crosse.
Before
joining Holt-Smith Advisors in 2000, Michael was a Commercial
Loan Officer at Associated Bank from 1997-2000. Michael also
has donated his time as an Account Executive for the United
Way.
Michael
is a Member of the CFA Institute and the CFA Society of Madison.
Michael is a Level II Candidate
for CFA Program.
Tony Nichols, a Senior Portfolio Specialist, is a member of
the Tactical Allocation Committee, and also responsible for
equity trading. He has a BA in Economics from the University
of Wisconsin-Milwaukee.
Before
joining Holt-Smith Advisors in 2002, Tony was an Internal
Wholesaler at Strong Capital Management from 1997-2001, a
Registered Financial Advisor at Prudential Securities from
1997-1998 and an Institutional Trading/Service Representative
at Firstar Trust Company from 1993-1997.
Mark Sprenger Manager
of Wealth Management Services
As
Manager of Wealth Management Services, Mark is responsible
for financial planning and client service. He earned his JD
from the University of Wisconsin Law School and his MBA from
the University of Wisconsin-Madison.
Before joining
Holt-Smith Advisors in 2007, Mark was a Senior Vice President
and Trust Department Manager at Sand Ridge Bank from 2001-2006,
Senior Vice President and Structured Finance & Document
Collateral Services Manager at US Bank Trust from 1996-1999,
Senior Vice President and Manager, First Trust Select and
Special Projects for US Bank Trust from 1994-1996, Senior
Vice President and Managing Trust Officer, Wisconsin Trust
Division of US Bank Trust from 1989-1994, and Vice-President
and Trust Counsel, Marshall & Ilsley Trust Company from
1980-1989.
As Chief
Operations Officer, Eva manages, and coordinates the firm’s
operational division. In addition to developing operating
policies and procedures, she will implement and monitor the
firms’ quality of services to ensure maximum client satisfaction.
Eva brings her experiences
as Vice President of Operations of Big Earth Publishing, as
well as Publisher of Trails Books. Before achieving her MBA
from Edgewood College she received her Bachelors degree and
MBA from Masaryk University in Brno, Czech Republic. Eva is
also a member of Business Forum.
