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LH

Lynne Holcomb

Research Analyst at Apollon Wealth Management, LLC

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Apollon Wealth Management, LLCResearch AnalystAug 2024 to Present
PGIM InvestmentsSenior Manager Research Investment AnalystJun 2010 to Feb 2024
PGIM InvestmentsManager Research Investment AnalystFeb 2009 to Jun 2010
Prudential RetirementInvestment Research AnalystMay 2006 to Feb 2009
ING Investment ManagementInvestment AnalystJan 1996 to Jul 2005

Education

University of Connecticut

B.S., Mathematics/Actuarial Science

Skills & Expertise

Project Management
Business Analysis
Asset Management
Investments
Microsoft Office
Mutual Funds
Fixed Income
Equities
SQL
Asset Allocation
Portfolio Management
Investment Strategies

Others at Apollon Wealth Management, LLC (9)

NameRoleLocation
Adam Bonner
Adam Bonner
Trading and Program ManagerSC , United States
Brian Pierce
Brian Pierce
PartnerCumming, GA , United States
Dan McCarthy
Dan McCarthy
Managing PartnerBraintree, MA , United States
David Pierce
David Pierce
Managing PartnerGainesville, GA , United States
David Ricchini
David Ricchini
Trading AssociateOmaha, NE , United States
Eric Sterner
Eric Sterner
Chief Investment OfficerBridgewater, NJ , United States
B
Bernhard Koepp
Senior Portfolio Manager, M.D.New York, NY , United States
Connor Nickles
Connor Nickles
Research AnalystSt. Augustine, FL , United States
Paul Defrances
Paul Defrances
Portfolio ManagerMount Pleasant, SC , United States

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