Grace Holt, CFP®
Chief Operating Officer | firstname.lastname@example.org
Grace is Chief Operating Officer for 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. She has particularly enjoyed playing an extensive role in the process of transitioning EWA to a new model (RIA) and a new location and integrating Jake, Trevor, and Nancijo into the EWA team.
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 with her husband, Peter. She is excited to finally wrap up renovations on their house and she looks forward to investing more time in exploring the city.
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.