To Kelly Hohertz, making sure your investments work together is the difference between having a “portfolio of investments and a collection of investments.” Building on her years of experience as an investment research analyst, Kelly provides an in-depth and thoughtful approach to portfolio management for her clients. She also draws on her deep understanding of the issues successful families face based on her previous work for a substantial family office. Prior to joining View Capital, Kelly worked for an investment bank in their prime brokerage services group. She has over a decade of experience as a research analyst specializing in non-traditional investments at both registered investmen