Natalie D. Holm, CFA - Vice President, Client Advisor

    Natalie has over 20 years of experience in wealth management and financial services. In her role, she advises executives, business owners and multi-generational families on investment management, impact investing, and trust and estate planning. Prior to joining The CAPROCK Group in 2011, Natalie was a Senior Client Advisor at Laird Norton Wealth Management (LNWM) where she was instrumental in developing the company’s legacy planning process. Prior to joining LNWM in 2000, Natalie was a consultant with Russell Investments providing sophisticated financial advice to high net worth individuals.

    Natalie holds a B.A. from the University of Puget Sound in Business Leadership and earned the Chartered Financial Analyst designation in 1997. Natalie is a member of the CFA Institute and the CFA Society of Seattle. In addition to her professional endeavors, she serves as a Trustee of Childhaven and as a member of the finance committee.

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