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Courtney Holt
Courtney Holt
Chief Compliance Officer | Perigon Wealth Management, LLC
Atlanta, Georgia, United States
Courtney Holt
Summary
Courtney Holt is a seasoned Chief Compliance Officer with extensive experience in the monetary authorities sector, specifically within investment advisory services. Currently leading compliance at Perigon Wealth Management, she has held pivotal roles that blend compliance, risk management, and leadership. With a strong academic foundation, including an MBA from Emory University and a master's in Compliance and Risk Management from Loyola University Chicago, Courtney is well-equipped to navigate the complexities of regulatory environments. Her career spans various leadership positions, showcasing her adaptability and commitment to fostering organizational integrity. Courtney's strategic vision and ability to lead cross-functional teams have been instrumental in driving compliance initiatives. Her previous roles have also included responsibilities in human resources, reflecting her holistic approach to organizational management. Outside of work, she is passionate about mentoring emerging leaders in the compliance field.
Courtney Holt
Work Experience
Chief Compliance Officer at
Perigon Wealth Management, LLC
November 2021 - Present
CCO, Head of People at
Perigon Wealth Management, LLC
November 2021 - July 2023
CCO/COO at
Lakeview Capital Partners, LLC
August 2013 - November 2021
Marketing Associate at
Colony Capital Management
January 1998 - January 2001
Assistant Consultant at
Watson Wyatt
January 1995 - January 1997
Assistant Consultant at
SEI
January 1993 - January 1995
Courtney Holt
Education
Loyola University Chicago, Mj Compliance And Risk Management
January 2019 - January 2021
Emory University - Goizueta Business School, Master Of Business Administration - Mba
January 1999 - January 2001
University of Michigan, Bachelor Of Arts - Ba
January 1989 - January 1993
Frequently Asked Questions about Courtney Holt
What is Courtney Holt email address?
Courtney Holt's primary email address is ********@perigonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Courtney Holt work for?
Courtney Holt is a Chief Compliance Officer at Perigon Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.
Where Courtney Holt graduated from?
Courtney Holt holds a degree in from Loyola University Chicago.
How can I directly contact Courtney Holt?
To contact Courtney Holt directly, you can use the email address ********@perigonwealth.com. Complete contact information is available upon registration with Muraena.
Who is Courtney Holt?
Courtney Holt is a seasoned Chief Compliance Officer with extensive experience in the monetary authorities sector, specifically within investment advisory services. Currently leading compliance at Perigon Wealth Management, she has held pivotal roles that blend compliance, risk management, and leadership. With a strong academic foundation, including an MBA from Emory University and a master's in Compliance and Risk Management from Loyola University Chicago, Courtney is well-equipped to navigate the complexities of regulatory environments. Her career spans various leadership positions, showcasing her adaptability and commitment to fostering organizational integrity. Courtney's strategic vision and ability to lead cross-functional teams have been instrumental in driving compliance initiatives. Her previous roles have also included responsibilities in human resources, reflecting her holistic approach to organizational management. Outside of work, she is passionate about mentoring emerging leaders in the compliance field.
Courtney`s contact details
********@perigonwealth.com
Colleagues
Chief Options Strategist/Portfolio Manager
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President and Partner
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Managing Director