Courtney Holt

Courtney Holt

Chief Compliance Officer

Courtney's Bio

Courtney joined Perigon in 2021 as the Chief Compliance Officer after serving as CCO/COO at an independent RIA in Atlanta. Prior to working at Perigon, she held various operations and marketing roles in asset management and investment consulting firms.

Her primary goal at Perigon is to ensure industry compliance standards are adhered to.

Courtney earned her BA in Economics from the University of Michigan, her MBA in Finance from Emory University and her MJ (Masters of Jurisprudence) from Loyola University – Chicago. She works in the Perigon office in Atlanta, GA and has three daughters and three dogs.