HOLLY H. MILLER, Partner
Based in New York and Philadelphia/Wilmington
Holly H. Miller is a partner at Stone House Consulting, LLC, providing strategic, operational and IT consulting services to investment managers and hedge funds. Prior to founding Stone House Consulting, she was Chief Operating Officer at M.D. Sass Investors Services, managing $15 billion in hedge funds, private equity funds, traditional separate accounts and SMA (‘wrap’) accounts across 18 investment strategies and 15 investment management firms, including Waterfall Asset Management, Resurgence Asset Management, Re/Enterprise Asset Management, Crow Point Partners, Arcadia Asset Management, Ascent Real Estate Partners, Denahi Global Investments, Taurus Funds Management, Three Kingdoms Capital and M.D. Sass-Macquarie Financial Strategies. During her 30-year career, Ms. Miller was East Coast Region Manager for Citisoft, Inc., a business process and IT consulting firm, where her clients included Nuveen Investments, Dimensional Fund Advisors, Lord Abbett, T. Rowe Price and DuPont Capital Management. She has also managed operations teams for Bank Julius Baer, J.&W. Seligman and Citigroup.
Ms. Miller’s understanding of all aspects of the investment management and hedge fund business from investment decision-making to sales and marketing to trade settlement to performance measurement, coupled with her seasoned project management skills, result in a powerful ability to assist clients with long-term strategic planning, evaluating outsourcing, streamlining operational processes, selecting and implementing systems, cutting costs and reducing risk.
A complete bio, including recent publications and speaking engagements can be found by clicking on the link below.
Stone House Consulting Bio - Holly H. Miller
PHILIP N. LAWTON, JR., CFA, CMA, CIPM, Partner
Based in Charlottesville
Philip N. Lawton joined Stone House Consulting, LLC in 2010 as a partner. Mr. Lawton was the founder of the CFA Institute's Certificate in Investment Performance Measurement (CIPM) program. His previous experience includes serving as vice president at State Street Corporation, where he supported the investment consulting firms that belong to the Independent Consultants Cooperative and at Citibank, where he headed U.S. performance measurement in Worldwide Securities Services. In addition, for eight years he was an officer in the Securities Department of The Travelers where, among other assignments, he was a fixed-income portfolio manager.
Mr. Lawton earned a doctorate in philosophy in the French-speaking section of The Catholic University of Louvain, Belgium, and a master of arts in business administration with a concentration in finance at Northeastern University. He is a member of the CFA Institute, the Institute of Management Accountants, and the Society for Business Ethics.
A complete bio, including recent publications and speaking engagements can be found by clicking on the link below.
Stone House Consulting Bio - Philip N. Lawton