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    Holland B. Duell, CFA, CFP®, Financial Divorce Specialist

Principal

The company’s founder and principal, Holland Duell, is a native of Sheridan, Wyoming and has over 35 years experience in financial services working as an investment manager, securities analyst, and trader. Much of this experience has been working with individuals, trusts, and foundations through money center and regional bank trust departments such as Bank of America, First Interstate Bank, and The First National Bank of Denver, and for many years he was a floor trader on the Pacific Stock Exchange. He has a degree in Economics from the University of Colorado and a MBA from Saint Mary’s College of California. He has been awarded the Chartered Financial Analyst® designation from the CFA Institute, has received the CFP® Certification by CFP Board of Standards, and is a Certified Financial Divorce Practitioner®. He is a member of the CFA Institute, the National Association of Personal Financial Advisors, and a past member of the Pacific Stock Exchange and the Security Analysts of San Francisco. In the community, Holland serves on the Board of Directors for the Sheridan County YMCA where he chairs the Investment Committee, and he serves on the Board of Directors for the Sheridan Rotary Club.
 
 

 

                                                  

 

    

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