27 Oct 2025
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Jan Blakeley Holman

Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive.

Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning, and Managing Legacy Wealth. She has also written numerous articles and contributed to several books on these and other financial-planning topics.

Featured

Opinion

Insights by Thornburg IM

Three Lessons We Learned in 2023: Insights for the Future

By Jan Blakeley Holman
  • asesoramiento ...
  • financial ...
  • Thornburg ...

Opinion

Insights by Thornburg IM

Managing Legacy Wealth: Working with the Inheritors and Their Families

By Jan Blakeley Holman
  • financial ...
  • Millennials
  • Thornburg ...

Opinion

Insights by Thornburg IM

How Will You Remember the Investment Decisions You Made in 2022?

By Jan Blakeley Holman
  • Thornburg ...
  • Thornburg ...
       

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Appointments

The Company Expands the US Offshore Team

Miami: Angelita Fuentes Joins Voya as Associate Regional Director

Business

Strengthens Its Presence in the U.S.

Federated Hermes Acquires a Majority Stake in Asset Manager FCP Fund Manager

Appointments

As First VP – Wealth Management

UBS International Adds Alejandro Lara in New York

ETF

Focused on AI, Automation, and Sustainability

Pictet AM Launches Its First ETFs in the U.S.

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