Phyllis Hollis
Vermögen: 931 376 $ am 30.06.2026
Vermögen: 931 376 $ am 30.06.2026
Phyllis M.
Hollis was the founder of Egerie Software SASU, founded in 2000, where the title held was President from 2000 to 2010.
Ms. Hollis is also the founder of Utendahl Capital Partners LP..
Ms. Hollis currently serves as Chief Executive Officer at Hollis Advisory LLC since 2018 and as Independent Trustee at Diversified Healthcare Trust since 2023.
Former positions include President, CEO, COO & Chief Marketing Officer at CAVU Securities LLC from 2014 to 2018; Independent Trustee at Seven Hills Realty Trust from 2022 to 2023; Mortgage Specialist at Bear, Stearns & Co., Inc.; Principal at Salomon Brothers; Member at Semper Capital Management LP; Mortgage Specialist at Smith Barney Harris Upham & Co., Inc.; Member at Packer Collegiate Institute, Inc.; Member at YWCA; and Member at Rush Philanthropic Arts Foundation.
Education includes undergraduate studies at San Jose State University.
| Unternehmen | Datum | Anzahl der Aktien | Bewertung | Datum der Bewertung |
|---|---|---|---|---|
| 10.06.2026 | 100 148 ( 0,04 % ) | 931 376 $ | 30.06.2026 |
| Unternehmen | Position | Beginn |
|---|---|---|
| DIVERSIFIED HEALTHCARE TRUST | Direktor/Vorstandsmitglied | 26.09.2023 |
Hollis Advisory LLC | Vorstandsvorsitzender | 01.01.2018 |
| Unternehmen | Position | Ende |
|---|---|---|
| SEVN HILL | Direktor/Vorstandsmitglied | 25.09.2023 |
CAVU Securities LLC
CAVU Securities LLC Investment ManagersFinance Provides brokerage services | Vorstandsvorsitzender | 01.01.2018 |
Egerie Software SASU
Egerie Software SASU Packaged SoftwareTechnology Services Operates as software publisher which specializes in steering and governance of cyber security | Gründer | 01.01.2010 |
Utendahl Capital Partners LP
Utendahl Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services | Gründer | - |
Rush Philanthropic Arts Foundation
Rush Philanthropic Arts Foundation Miscellaneous Commercial ServicesCommercial Services Provides art support services | Corporate Officer/Principal | - |
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Private Unternehmen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
| Private Unternehmen | 14 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Diversified Healthcare Trust
Diversified Healthcare Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust which owns medical office, life science properties, senior living communities and other healthcare related properties | Finance |
CAVU Securities LLC
CAVU Securities LLC Investment ManagersFinance Provides brokerage services | Finance |
Utendahl Capital Partners LP
Utendahl Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Salomon Brothers
Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank. | Finance |
Semper Capital Management LP
Semper Capital Management LP Investment ManagersFinance Semper specializes in residential and commercial mortgage-backed securities, other asset-backed securities and fixed income investments. The firm opportunistically invests in other fixed income securities including high yield corporate bonds. Their sector and sub-sector allocation decisions are based on fundamental top-down analysis. | Finance |
San Jose State University
San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney Harris Upham & Co., Inc.
Smith Barney Harris Upham & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Packer Collegiate Institute, Inc.
Packer Collegiate Institute, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
YWCA | |
Rush Philanthropic Arts Foundation
Rush Philanthropic Arts Foundation Miscellaneous Commercial ServicesCommercial Services Provides art support services | Commercial Services |
Seven Hills Realty Trust
Seven Hills Realty Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust that offers commercial and office mortgage loans | Finance |
Egerie Software SASU
Egerie Software SASU Packaged SoftwareTechnology Services Operates as software publisher which specializes in steering and governance of cyber security | Technology Services |
Hollis Advisory LLC |
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