Eric Holt Email
President
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Eric Holt Location
- Scottsdale, AZ, US
Eric Holt Work
- 2025 -now Investment Committee Member @
- 2024 -now Investment Committee Chair, Governing Trustee @ United States Air Force Academy Falcon Foundation
- 2022 -now President @ BOK Financial Private Wealth, Inc
- 2013 -2024 President @
- 2018 -2022 Managing Director @ BOK Financial Private Wealth (formerly known as The Milestone Group)
- 2017 -2018 Founder and President @ 7258 Wealth Management
- 2016 -2017 Managing Principal @ 7258 Wealth Management
- 2015 -2016 Managing Principal @ Enduring Wealth Partners
- 2007 -2015 Managing Director and Regional Director @
- 2005 -2007 Vice President @
- 2003 -2005 Senior Vice President @
- 1998 -2000 Assistant Professor @ US Air Force Academy
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 President at BOK Financial Private Wealth, Inc. Eric Holt brings experience from previous roles at Make-A-Wish® Arizona, United States Air Force Academy Falcon Foundation, Mile High Five Foundation and BOK Financial Private Wealth (formerly known as The Milestone Group). Eric Holt holds a 1991 - 1992 MBA in Finance @ University of Pittsburgh Joseph M. Katz Graduate School of Business. Eric Holt has 1 emails on RocketReach.
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