Phyllis Hollis

Director/Board Member at DIVERSIFIED HEALTHCARE TRUST

Net worth: 931 376 $ as of 29/06/2026

70 year

8 connections

Finance

Consumer Services

Commercial Services

Profile

Phyllis M.
Hollis was the founder of Egerie Software SASU, founded in 2000, where the title held was President from 2000 to 2010.
Ms. Hollis is also the founder of Utendahl Capital Partners LP..
Ms. Hollis currently serves as Chief Executive Officer at Hollis Advisory LLC since 2018 and as Independent Trustee at Diversified Healthcare Trust since 2023.
Former positions include President, CEO, COO & Chief Marketing Officer at CAVU Securities LLC from 2014 to 2018; Independent Trustee at Seven Hills Realty Trust from 2022 to 2023; Mortgage Specialist at Bear, Stearns & Co., Inc.; Principal at Salomon Brothers; Member at Semper Capital Management LP; Mortgage Specialist at Smith Barney Harris Upham & Co., Inc.; Member at Packer Collegiate Institute, Inc.; Member at YWCA; and Member at Rush Philanthropic Arts Foundation.
Education includes undergraduate studies at San Jose State University.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
DIVERSIFIED HEALTHCARE TRUST 0.04%	09/06/2026	100,148 ( 0.04% )	931 376 $	29/06/2026

Phyllis Hollis active positions

Companies	Position	Start
DIVERSIFIED HEALTHCARE TRUST	Director/Board Member	25/09/2023
Hollis Advisory LLC	Chief Executive Officer	31/12/2017

All active positions of Phyllis Hollis

Former positions of Phyllis Hollis

Companies	Position	End
SEVN HILL	Director/Board Member	24/09/2023
CAVU Securities LLC CAVU Securities LLC Investment ManagersFinance Provides brokerage services	Chief Executive Officer	31/12/2017
Egerie Software SASU Egerie Software SASU Packaged SoftwareTechnology Services Operates as software publisher which specializes in steering and governance of cyber security	Founder	31/12/2009
Utendahl Capital Partners LP Utendahl Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services	Founder	-
Rush Philanthropic Arts Foundation Rush Philanthropic Arts Foundation Miscellaneous Commercial ServicesCommercial Services Provides art support services	Corporate Officer/Principal	-

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Training of Phyllis Hollis

Experiences
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Private companies

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Linked companies

Private companies	14
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Finance
Diversified Healthcare Trust Diversified Healthcare Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust which owns medical office, life science properties, senior living communities and other healthcare related properties	Finance
CAVU Securities LLC CAVU Securities LLC Investment ManagersFinance Provides brokerage services	Finance
Utendahl Capital Partners LP Utendahl Capital Partners LP Investment Banks/BrokersFinance Provides brokerage services	Finance
Salomon Brothers Salomon Brothers Investment Banks/BrokersFinance A Wall Street invesment bank.	Finance
Semper Capital Management LP Semper Capital Management LP Investment ManagersFinance Semper specializes in residential and commercial mortgage-backed securities, other asset-backed securities and fixed income investments. The firm opportunistically invests in other fixed income securities including high yield corporate bonds. Their sector and sub-sector allocation decisions are based on fundamental top-down analysis.	Finance
San Jose State University San Jose State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Smith Barney Harris Upham & Co., Inc. Smith Barney Harris Upham & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Packer Collegiate Institute, Inc. Packer Collegiate Institute, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
YWCA
Rush Philanthropic Arts Foundation Rush Philanthropic Arts Foundation Miscellaneous Commercial ServicesCommercial Services Provides art support services	Commercial Services
Seven Hills Realty Trust Seven Hills Realty Trust Real Estate Investment TrustsFinance Operates as a real estate investment trust that offers commercial and office mortgage loans	Finance
Egerie Software SASU Egerie Software SASU Packaged SoftwareTechnology Services Operates as software publisher which specializes in steering and governance of cyber security	Technology Services
Hollis Advisory LLC