Compound Planning
Courtney Holt serves as the Chief Compliance Officer at Compound since November 2024, bringing extensive experience in compliance and management from previous roles, including Chief Compliance Officer at Perigon Wealth Management, LLC, and Chief Compliance Officer/COO at Lakeview Capital Partners. Courtney began a career in finance with positions at Colony Capital Management, Inc. as a Marketing Associate, and at Watson Wyatt and SEI as an Assistant Consultant. Courtney holds a Bachelor of Arts in Economics from the University of Michigan and furthered education with an MBA in Finance from Emory University’s Goizueta Business School and a MJ in Compliance and Risk Management from Loyola University Chicago.
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Compound Planning
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Compound manages your finances so you can focus on what you're truly passionate about.