Eric S. Holt, CFA
Eric has over 18 years’ experience in financial services. He is a CFA Charterholder. Prior to joining The Milestone Group, Eric was the Founder and President of 7258 Wealth Management. He also spearheaded the opening of Bessemer Trust’s Denver office. He spent nine years in the Air Force where he was an award-winning Finance Professor at the United States Air Force Academy. Eric serves on the Falcon Foundation Board of Trustees, is a member of The Children’s Hospital Foundation Legacy Planning Advisory Council, and also the Hundred Club of Denver. He is a Co-Founder and President of the Mile High Five Foundation and former President of the Rocky Mountain Estate Planning Council. He also served for many years on the Alliance for Choice in Education (ACE) Board of Trustees.
Eric graduated from the Air Force Academy with academic distinction and received an M.B.A. from the University of Pittsburgh. Eric has significant experience building cost-effective, tax-efficient solutions for entrepreneurs and also helping families navigate the complexities of multi-generational wealth.