Eric Holt Email
Partner @ Cerity Partners
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Eric Holt Location
- Scottsdale, AZ, US
Eric Holt Work
- Partner @ (September 2026 - Present)
- Investment Committee Member @ (September 2025 - Present)
- Investment Committee Chair, Governing Trustee @ United States Air Force Academy Falcon Foundation (July 2024 - Present)
- President @ BOK Financial Private Wealth, Inc (February 2022 - September 2026)
- President @ (January 2013 - April 2024)
- Managing Director @ BOK Financial Private Wealth (formerly known as The Milestone Group) (October 2018 - February 2022)
- Founder and President @ 7258 Wealth Management (February 2017 - November 2018)
- Managing Principal @ 7258 Wealth Management (February 2016 - February 2017)
- Managing Principal @ Enduring Wealth Partners (April 2015 - February 2016)
- Managing Director and Regional Director @ (November 2007 - April 2015)
- Vice President @ (March 2005 - November 2007)
- Senior Vice President @ (September 2003 - March 2005)
- Assistant Professor @ US Air Force Academy (January 1998 - January 2000)
Eric Holt Education
- University of Pittsburgh Joseph M. Katz Graduate School of Business
MBA (Finance)
1991-1992 - United States Air Force Academy
Bachelor of Science (B.S.) (Management)
1987-1991
Eric Holt Summary
- Eric Holt, based in Scottsdale, AZ, US, is currently a Partner at Cerity Partners. Eric Holt brings experience from previous roles at Make-A-Wish® Arizona, United States Air Force Academy Falcon Foundation, BOK Financial Private Wealth, Inc and Mile High Five Foundation. Eric Holt holds a 1991 - 1992 MBA in Finance @ University of Pittsburgh Joseph M. Katz Graduate School of Business. Eric Holt has 2 emails on RocketReach.
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