WEST HARTFORD, Conn., Jan. 3, 2019 /PRNewswire/ -- Hooker & Holcombe, a regional leader in employer-based actuarial, investment advisory and retirement plan consulting, is excited to announce expansion within its Investment Advisory Group. The firm has hired long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist. This growth better positions the group as a strong competitor within the investment advisory marketplace.
As managing director, Pam is responsible for managing client relationships, in addition to projects within the sales and management areas of the firm. A Chartered Financial Analyst (CFA) Charterholder and recipient of the Chartered Alternative Investment Analyst (CAIA) designation, her robust strategy and consulting background extends from Chicago to China and includes working with high net worth individuals, educational institutions, and non-profit organizations.
Prior to joining Hooker & Holcombe, Pam was with Key Bank as Vice President and Portfolio Strategist, where she managed trust and non-profit portfolios. Previous positions include strategic consultant for A.T. Kearney Ltd. In Hong Kong and vice president of loan syndications and trading with Bank of America. Pam is a board member of the CFA Society Hartford, a member of the Board of Governors at the Hartford Club and has been a conference panel speaker and student mentor at the UConn School of Business. She earned her bachelor's degree from Vanderbilt University and her master's from The Thunderbird School of Global Management at Arizona State.
As retirement education specialist, Brenda is responsible for developing a comprehensive portfolio of retirement education and financial wellness programs for the firm's institutional clients and their participants.
Most recently, Brenda was with CM Smith Financial, LLC, serving as a registered investment advisor for individual clients. Prior to that, she was with Cigna Corporation in various capacities, including leadership roles in Healthcare National Accounts and team development in Integrated Care and Group Insurance. Brenda earned her degree from Central Connecticut State University. She holds the FINRA Series 6, 63, and 66 licenses and is an Accredited Investment Fiduciary (AIF).
"We are thrilled to welcome Pam and Brenda to our team. They are experts in their respective areas and having them will elevate the level of knowledge and service we can offer our valued clients," stated Rodger Metzger, president and chief investment officer, Investment Advisory Group.
About Hooker & Holcombe
Hooker & Holcombe, founded in 1956, is a leading regional provider of comprehensive and integrated actuarial, investment advisory and retirement plan consulting services. Through the expertise of dedicated and knowledgeable professionals, the firm designs and implements customized retirement plan programs based on proven practices and advanced technology that exceed client expectations. For more, visit hhconsultants.com.
MEDIA CONTACT:
Peg Brooker, Director, Marketing & Communications
pbrooker@hhconsultants.com
860.856.2129
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