Vice President
Current
Jul 2022 - Present
AeroLeads people directory · profile
Katie Hollenbeck, Cfa, Cfp® Email & Phone Number
Investment Design for Individuals and Small Business Retirement Plans
at
CFA Society of South Carolina
1 work email found
@jewilson.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Design for Individuals and Small Business Retirement Plans
Location
Chapin, South Carolina, United States
Who is Katie Hollenbeck, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katie Hollenbeck, Cfa, Cfp® is listed as Investment Design for Individuals and Small Business Retirement Plans at CFA Society of South Carolina, based in Chapin, South Carolina, United States. AeroLeads shows a work email signal at jewilson.com and a matched LinkedIn profile for Katie Hollenbeck, Cfa, Cfp®.
Katie Hollenbeck, Cfa, Cfp® previously worked as Vice President at Cfa Society Of South Carolina and Chief Investment Officer at Keen Capital. Katie Hollenbeck, Cfa, Cfp® holds Bachelors Of Science, Finance And Economics from University Of South Carolina Darla Moore School Of Business.
Company email context
Email format at CFA Society of South Carolina
This section adds company-level context without repeating Katie Hollenbeck, Cfa, Cfp®'s masked contact details.
*@jewilson.com
68% confidence
AeroLeads found 1 current-domain work email signal for Katie Hollenbeck, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Katie Hollenbeck, Cfa, Cfp®
I work to design the right investment strategy for our clients' overall financial plan. By remaining completely unbiased in our advice, our practice designs and executes plans to integrate all aspects of financial life.
Listed skills include Estate Planning, Portfolio Management, Personal Finance, Financial Advisory, and 10 others.
Current workplace
Katie Hollenbeck, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Katie Hollenbeck, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Current
Keen Capital
Jan 2022 - Present
Portfolio Developer
Current
Core Advisors, Ltd.
Feb 2015 - Present
Director Of Financial Planning
Nov 2004 - Jan 2015
Store Manager
May 2003 - Nov 2004
2 education records
Katie Hollenbeck, Cfa, Cfp® education
Bachelors Of Science, Finance And Economics
Education record
Chapin High Shool
FAQ
Frequently asked questions about Katie Hollenbeck, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Katie Hollenbeck, Cfa, Cfp® work for?
Katie Hollenbeck, Cfa, Cfp® works for CFA Society of South Carolina.
What is Katie Hollenbeck, Cfa, Cfp®'s role at CFA Society of South Carolina?
Katie Hollenbeck, Cfa, Cfp® is listed as Investment Design for Individuals and Small Business Retirement Plans at CFA Society of South Carolina.
What is Katie Hollenbeck, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @jewilson.com for Katie Hollenbeck, Cfa, Cfp® at CFA Society of South Carolina.
Where is Katie Hollenbeck, Cfa, Cfp® based?
Katie Hollenbeck, Cfa, Cfp® is based in Chapin, South Carolina, United States while working with CFA Society of South Carolina.
What companies has Katie Hollenbeck, Cfa, Cfp® worked for?
Katie Hollenbeck, Cfa, Cfp® has worked for Cfa Society Of South Carolina, Keen Capital, Core Advisors, Ltd., J.E. Wilson Advisors, and Toys R Us.
How can I contact Katie Hollenbeck, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Katie Hollenbeck, Cfa, Cfp® at CFA Society of South Carolina, including work email, phone, and LinkedIn data when available.
What schools did Katie Hollenbeck, Cfa, Cfp® attend?
Katie Hollenbeck, Cfa, Cfp® holds Bachelors Of Science, Finance And Economics from University Of South Carolina Darla Moore School Of Business.
What skills is Katie Hollenbeck, Cfa, Cfp® known for?
Katie Hollenbeck, Cfa, Cfp® is listed with skills including Estate Planning, Portfolio Management, Personal Finance, Financial Advisory, Strategic Financial Planning, Design, Investments, and Planning.
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