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About
Lynne Holcomb is a Research Analyst at Apollon Wealth Management, LLC, based in Hartford, CT, where she contributes to the firm's investment research and due diligence processes. In her current role, she supports portfolio construction and manager selection, leveraging her extensive background in multi-asset strategies and manager research. Her expertise includes deep analysis across public markets, with a focus on mutual funds, separately managed accounts, and alternative investments.
Previously, Lynne served at PGIM Investments for over 14 years, where she progressed from Manager Research Investment Analyst to Senior Manager Research Investment Analyst. At PGIM, she was responsible for the evaluation and ongoing monitoring of investment managers across various asset classes, with a particular emphasis on equity, fixed income, and multi-asset strategies. Her work ensured the selection of high-conviction managers and contributed to robust investment outcomes for institutional and individual clients.
Lynne holds a B.S. in Mathematics/Actuarial Science from the University of Connecticut, underscoring her strong quantitative and analytical skills. She is recognized for her methodical approach to manager due diligence and her commitment to industry best practices. Her significant contributions include helping shape investment policy and improving manager selection protocols, supporting clients' diverse investment goals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Apollon Wealth Management, LLC | Research Analyst | Aug 2024 to Present | — |
| PGIM Investments | Senior Manager Research Investment Analyst | Jun 2010 to Feb 2024 | — |
| PGIM Investments | Manager Research Investment Analyst | Feb 2009 to Jun 2010 | — |
| Prudential Retirement | Investment Research Analyst | May 2006 to Feb 2009 | — |
| ING Investment Management | Investment Analyst | Jan 1996 to Jul 2005 | — |
Education
University of Connecticut
B.S., Mathematics/Actuarial Science
Skills & Expertise
Others at Apollon Wealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Trading and Program Manager | SC , United States | |
| Partner | Cumming, GA , United States | |
| Managing Partner | Braintree, MA , United States | |
| Managing Partner | Gainesville, GA , United States | |
| Trading Associate | Omaha, NE , United States | |
| Chief Investment Officer | Bridgewater, NJ , United States | |
B Bernhard Koepp | Senior Portfolio Manager, M.D. | New York, NY , United States |
| Research Analyst | St. Augustine, FL , United States | |
| Portfolio Manager | Mount Pleasant, SC , United States |
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