Courtney Holt

Chief Compliance Officer at Perigon Wealth Management, LLC

Courtney Holt is currently the Chief Compliance Officer and Head of People at Perigon Wealth Management, LLC. Prior to this, Courtney held positions such as CCO/COO at Lakeview Capital Partners and Marketing Associate at Colony Capital Management, Inc. With a background in economics and finance, Courtney has also worked as an Assistant Consultant at Watson Wyatt and SEI. Courtney holds a Bachelor of Arts in Economics from the University of Michigan, a Master of Business Administration in Finance from Emory University - Goizueta Business School, and a Master of Jurisprudence in Compliance and Risk Management from Loyola University Chicago.

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  • Chief Compliance Officer

    November, 2021 - present