General Investing >> Money Manager Interviews >> October 27, 2003
Marilyn Holt-smith – Holt-smith & Yates Advisors Inc
MARILYN HOLT-SMITH, CFA, is a Founder and Managing Director of Holt-
Smith & Yates Advisors, Inc., with 20 plus years of financial
experience. She is a Senior Portfolio Manager, Director of Fixed Income,
Director of Marketing and a member of the Equity Investment Committee.
Previously, she was Vice President and Portfolio Manager for Madison
Investment Advisors and an officer and Director of Bascom Hill Funds.
She is a past President and a member of the Madison Investment
Management Society, a member of the Association for Investment
Management and Research and is the 2003 National Association of Women
Business Owners/Wisconsin Entrepreneurial Woman of the Year. She
received a BA and an MBA from the University of Wisconsin-Milwaukee. Profile
TWST: Would you begin with a brief overview of your firm and its
Ms. Holt-Smith: In 1987, my partner Kristin Yates and I started Holt-