Natalie Holm, CFA
Senior VP Client Lead at Caprock- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Caprock
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United States
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Investment Management
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1 - 100 Employee
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Senior VP Client Lead
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Nov 2011 - Present
The CAPROCK Group is a traditional investment advisory firm with a demonstrated expertise in impact investing. We serve as an outsourced CFO/CIO to a select group of families and foundations, providing deep domain expertise and conflict-free advice across a full spectrum of asset classes. The CAPROCK Group is a traditional investment advisory firm with a demonstrated expertise in impact investing. We serve as an outsourced CFO/CIO to a select group of families and foundations, providing deep domain expertise and conflict-free advice across a full spectrum of asset classes.
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Social Venture Partners
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United Kingdom
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Philanthropy
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1 - 100 Employee
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Partner
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Mar 2016 - Apr 2019
Social Venture Partners (SVP) supports and strengthens non-profits that are tackling our community’s greatest challenges, and helps individuals become more effective philanthropists and change makers. In Seattle, 500+ Partners invest our resources and expertise in stellar non-profits to ensure that all children receive an excellent education and everyone lives and works in a healthy environment. Globally, SVP has 3600+ Partners strengthening communities in 8 countries including India and China.
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Childhaven
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United States
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Mental Health Care
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1 - 100 Employee
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Trustee
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Aug 2010 - Jul 2016
Childhaven is a recognized leader in therapeutic child care, tending each year to more than 400 abused and neglected children from one month through five years old. In three locations across Seattle and King County, we intervene during the most critical period of brain development for children, who receive the therapy, social interaction and emotional support they need to grow up happy and healthy. Parents and caregivers also get the encouragement and support they need to become the families they want to be.
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Laird Norton Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Senior VP and Client Advisor
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Jan 2000 - Oct 2011
Provided comprehensive wealth planning, investment management and wealth transfer solutions to executives, business owners and multi-generational families. Co-developed the firm's early legacy planning process and guided clients through identifying their personal mission, vision and values. Provided comprehensive wealth planning, investment management and wealth transfer solutions to executives, business owners and multi-generational families. Co-developed the firm's early legacy planning process and guided clients through identifying their personal mission, vision and values.
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Russell Investment Group
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United States
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Investment Banking
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Consultant to Private Clients
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Dec 1998 - Dec 1999
Delivered custom investment analysis and advice to Ultra-HNW families, endowments and foundations. Worked closely with clients to identify goals and objectives and establish sound investment policies.
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Senior Accountant - Mutual Fund Administration
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Sep 1994 - Dec 1998
Managed the operations and compliance of Russell’s Canadian mutual funds during a time when assets grew from C$500,000 to over C$3.5 billion. Responsible for fund valuation, income and capital gains distributions, audited financial statements, prospectus renewal, regulatory filings, compliance testing, expense accruals, fund rebalancing, tax returns and management reporting.
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Education
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1988 - 1992
University of Puget Sound
BA Business Leadership, Minor in Economics
Community
