Courtney Holt's Professional Contact Details

Mobile Number (Verified)
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HQ
+1 415-430-4140
Location
Atlanta, Georgia

Courtney Holt's Current Company Details

Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized pla...
Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $4 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing compliance@perigonwealth.com.
wealth management
investment management
risk management
financial planning
impact investing
family office management
financial technology
financial services
finance technology
information technology & services

Courtney Holt's Work History and Education

Perigon Wealth Management, LLC
CCO, Head of People
2021 - Present
SEI
Assistant Consultant
1993 - 1995 • 2 years

Others Named Courtney Holt

Intern Architect at GDA Architects
Account Manager at ProAct - PBM
VP-Tour, Talent and Player Relations at Golf Channel
Water and wastewater operator IV at Aquatera Utilities Inc.
Prepared Food Specialist at Cosentino's Food Stores

Frequently Asked Questions about Courtney Holt


What company does Courtney Holt work for?

Courtney Holt works for Perigon Wealth Management, LLC.

What is Courtney Holt's role at Perigon Wealth Management, LLC?

Courtney Holt's role at Perigon Wealth Management, LLC is Chief Compliance Officer.

What is Courtney Holt's email address?

Courtney Holt's email address is c**@perigonwealth.com.

What is Courtney Holt's business email address?

Courtney Holt's business email address is c**@perigonwealth.com.

What is Courtney Holt's direct mobile number?

Courtney Holt's direct mobile number is (404) XXX-XXXX.

What is Courtney Holt's HQ phone number?

Courtney Holt's HQ phone number is +1 415-430-4140.

What industry does Courtney Holt work in?

Courtney Holt works in the Investment Management industry.

Who are Courtney Holt's colleagues?

Courtney Holt's colleagues are Dean Kuhlkin, Doug Wheat, Annette Wilson, Brad Resnick and more.
Wealth Advisor
Private Client Associate
Vice President- Investments
Partner & Wealth Advisor

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