Whitney E. Holland CPA

Chief Operating Officer

I am originally from Wisconsin (Go Packers!) and moved to New England in 2001. After receiving my Masters in Accounting from Trinity University in San Antonio, TX, I joined Arthur Andersen as a staff auditor. I spent 8 years in public accounting and then moved on to do SEC Reporting for KVH Industries, Inc. and then for LIN Media, LLC in Providence, RI.

I was offered the position of Director of Operations for Barry Investment Advisors in 2013 and welcomed the opportunity to learn a new role in a new industry. I really enjoy working with a team who has such passion not only for their jobs, but also for our clients. They truly go above and beyond every day. As the Director of Operations for the firm, I oversee day-to-day trade activity and the processes which make our business tick.

When not working, I enjoy traveling to see family and going to the beach with my two kids and my husband. My favorite piece of financial advice I’ve received? “Start contributing to your 401K immediately and never carry a balance on your credit card…”

Post-Secondary Education

Trinity University / B.S., Business Administration
Trinity University / M.S., Accounting

Recent Business Background

Barry Investment Advisors / 2015 - Present
LIN Media, LLC / Director of SEC Reporting, 2013 - 2015
KVH Industries, Inc. / Manager of SEC Reporting, 2008 - 2013
Ernst and Young, LLP / Assurance Manager, 2002 - 2008