Eric S. Holt, CFA

Mr. Holt is the Founder and President of 7258 Wealth Management.  The inspiration for the formation of 7258 was experiencing the results of active management on Wall Street and seeing the mismatch of client objectives and their asset allocation.  He oversees all aspects of the firm’s operation and works with each of the firm’s clients.  He chairs the 7258 Investment Committee and led the development of the firm’s innovative Asset Allocation Process.  He has worked with Fortune 500 CEO’s, entrepreneurs from virtually all industries, legacy family wealth, University Endowments, trusts, Family Foundations, and retirement plans.

Mr. Holt was the founding member of Bessemer Trust’s Denver Office.  He was responsible for building the Bessemer Trust brand in the Rocky Mountain Region and his efforts resulted in the firm having almost $2 billion in new client relationships under his leadership. 

Prior to joining Bessemer Trust, Mr. Holt was one of the founding members of AllianceBernstein’s Denver office.  Prior to that, he ran the Investment Group and a multi-billion portfolio for Frost Bank in Austin, Texas. He taught the Investments Course in the Certified Financial Planner Program at the University of Texas. 

Mr. Holt spent nine years in the Air Force where he was an award-winning Finance Professor at the United States Air Force Academy and received commendations for the role he played in developing the acquisition strategy for the replacement of the nation’s overhead imaging assets. 

He serves on the Board of Trustees for the Alliance for Choice in Education (ACE), serves on the Falcon Foundation Board of Trustees and Investment Committee.  He also is a member of  the Children’s Hospital Foundation Legacy Planning Advisory Council. He is a Co-Founder and President of the Mile High Five Foundation and former President of the Rocky Mountain Estate Planning Council. 

Mr. Holt graduated from the United States Air Force Academy with academic distinction and received an M.B.A. from the University of Pittsburgh.  He is a CFA Charterholder. 

 

Position: 
President
Weight: 
1
Image: 

Office Address:

730 17th Street, Suite 107
Denver, CO 80202

ph:  303.633.5910
f:  303.860.8956
email:  info@7258wealth.com