Natalie Holm

Natalie Holm, CFA is a Senior VP Client Lead at Caprock, where Natalie serves as an outsourced CFO/CIO to families and foundations. Prior to this, Natalie was a Partner at Social Venture Partners, supporting non-profits and individuals in philanthropy. Natalie also served as a Trustee at Childhaven, a leader in therapeutic child care. With a background in wealth management at Laird Norton and consulting at Russell Investment Group, Natalie has a strong expertise in investment analysis and advice. Natalie holds a BA in Business Leadership from the University of Puget Sound.