Advisor at Holos Consulting Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Holos Consulting Group, LLC
Location
Boulder, CO
Credentials
Series 63, Series 65
Industry experience
7 years
Katherine Macauley is a financial advisor with Holos Consulting Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Goldman Sachs & Co. and Ares Management. Holos Consulting Group is an independent consultancy specializing in ESG and impact investing advisory services for asset owners, private-market fund managers, and companies. The firm focuses on project-based consulting related to impact investing strategy, ESG integration, and impact diligence, without managing client assets or providing ongoing portfolio management.
Based on Holos Consulting Group, LLC
Based on Holos Consulting Group, LLC
Fee-only: Project-based fees ranging typically from $30,000 to $200,000, negotiated per client and specified in the advisory agreement.
Boulder, CO
Colorado
Holos Consulting Group
2023 - Present (3 years)
Ares Management
2021 - 2023 (2 years)
Goldman Sachs & Co.
2015 - 2021 (6 years)
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Other specialized services
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CFP®, Series 63, Series 65
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Full Body Finance
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