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About Me.

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Chief of Staff at HoldCo

 Roles and Responsibilities

Primary Role

Strategic and operational advisor, focusing on portfolio management

Reporting Relationship

Reports to HoldCo executive, possibly CEO or board

Scope of Responsibilities

Overseeing operations and strategy across the portfolio of companies

Decision-Making Authority

Considerable, influencing decisions across the portfolio

Strategic Planning

Involved in strategic planning for the holding company and its entities

Team Management

Coordinates across various management teams within the portfolio

Meeting Involvement

Involved in high-level meetings, providing insights and alignment

Project Management

Oversees projects that affect multiple companies within the portfolio


Facilitates communication across the portfolio and with external stakeholders

Professional Development

Develops expertise in portfolio management and strategic oversight

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