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Courtney Holt

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Courtney Holt

Chief Compliance Officer | Perigon Wealth Management, LLC

Atlanta, Georgia, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Courtney Holt

Work Experience

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Chief Compliance Officer at

Perigon Wealth Management, LLC

November 2021 - Present

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CCO, Head of People at

Perigon Wealth Management, LLC

November 2021 - July 2023

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CCO/COO at

Lakeview Capital Partners, LLC

August 2013 - November 2021

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Marketing Associate at

Colony Capital Management

January 1998 - January 2001

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Assistant Consultant at

Watson Wyatt

January 1995 - January 1997

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Assistant Consultant at

SEI

January 1993 - January 1995

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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

mail

********@perigonwealth.com

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