Grace Holt, CFP
Chief Operating Officer, Chief Compliance Officer, & Co-Founder | email@example.com
Grace is COO, CCO, and a Co-Founder of Equilibrium Wealth Advisors.
Grace spends her time building and integrating high-level business strategy into the daily practices of the firm. She orchestrates communications between the firm’s departments, leadership team and outside vendors, ensuring cohesion and consistency. Grace’s strengths lie in analyzing, managing and organizing the various aspects of running the business on both a high level and a daily level.
Grace graduated from Grove City College and has earned the CERTIFIED FINANCIAL PLANNER™. She also holds the Series 6 and Series 63 licenses and maintains her Life, Accident and Health insurance license in the state of Pennsylvania.
Originally from the Philadelphia area, Grace moved to Pittsburgh in 2015. She and her husband are wrapping up house renovations and looking forward to spending more time exploring everything the city has to offer, particularly restaurants and museums.
With her rugby days long behind her, Grace focuses her time on calmer pastimes like yoga, reading, and her cats. Despite an immensely deficient Spanish vocabulary, she knows how to ask for vino y jamón and plans to do so often in her retirement in Valencia, Spain.