About Denise
Advisor
Denise Holzer is the CIO of InvestNest, a family office. She is also the Director of Investor Relations & Strategic Partnerships at ThinkHat, a full-stack Puerto Rico based Venture Studio at the center of Healthcare, Life Sciences, and Advanced AI.
Previously, Ms. Holzer was a Managing Director at Chatsworth Securities, LLC, providing a wide range of services including capital raising and advisory services to entrepreneurs and fund managers with a focus on Real Estate, Technology & Artificial Intelligence. Ms. Holzer has a 15+ year track record advising the principals of several multi-billion dollar Family Offices. Prior to this, Ms. Holzer spent over a decade at Morgan Stanley as a Wealth Advisor managing the complex financial planning and investment needs of ultra-high net worth individuals, foundations, qualified retirement plans, institutions, and family offices.
Ms. Holzer also co-founded Crunchet, an influencer platform and is an Advisor to Syndesis Health, a healthcare data platform. Ms. Holzer is a native New Yorker, investment banker and entrepreneur. She holds a Bachelor of Arts from Tufts University.
Previously, Ms. Holzer was a Managing Director at Chatsworth Securities, LLC, providing a wide range of services including capital raising and advisory services to entrepreneurs and fund managers with a focus on Real Estate, Technology & Artificial Intelligence. Ms. Holzer has a 15+ year track record advising the principals of several multi-billion dollar Family Offices. Prior to this, Ms. Holzer spent over a decade at Morgan Stanley as a Wealth Advisor managing the complex financial planning and investment needs of ultra-high net worth individuals, foundations, qualified retirement plans, institutions, and family offices.
Ms. Holzer also co-founded Crunchet, an influencer platform and is an Advisor to Syndesis Health, a healthcare data platform. Ms. Holzer is a native New Yorker, investment banker and entrepreneur. She holds a Bachelor of Arts from Tufts University.
