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

Natalie has over seventeen years of experience in wealth management and financial services. She previously counseled executives, business owners and multi-generational families as a Senior Client Advisor for Laird Norton Tyee, where she was instrumental in developing the company’s legacy planning process. Prior to her work with Laird Norton Tyee she worked as a consultant with Russell Investments providing sophisticated financial advice to high net worth individuals. With a degree in business leadership from the University of Puget Sound, Natalie is also a member of the CFA Institute and the CFA Society of Seattle. In addition to her professional endeavors, she serves as a member of the Seattle Philanthropic Advisors Network and a board member of Childhaven.

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