Thomas Holt
ALM, MPAcc, CPA, PFS™
Managing Partner/President
Thomas Holt is a founder of Global Trust Wealth Management, LLC. Thomas brings nearly 20 years of experience in the financial services industry to his leadership role at Global Trust Wealth. Thomas oversees the operations at Global Trust Wealth which include portfolio management, cash management, designing intricate investment strategies, securities trading and client relationship management. Thomas, also being a CPA helps to bring a true wealth management approach to his clients. Here Thomas focuses not only on the investment impact of decisions made, but the tax, estate, and multi-generational effects of investment decisions and Investment Policy. Below are a few types of clients Thomas services:
High Net Worth Families
Trusts
Corporations
Pension Plans
Foundations
Areas of Expertise
Portfolio Management
Asset Allocation Strategies
Intricate Investment Strategies
Estate & Trust Planning
Family & Succession Planning
Corp. & Family Cash Mgmt.
Family Office Services
Trustee Services
Professional Designations, Memberships & Awards
Member, American Institute of Certified Public Accountants
Member, Florida Institute of Certified Public Accountants (CPA)
Member, AICPA Personal Financial Planning (PFS)
Series 65 Securities License
Harvard University Dean's List Academic Achievement Award
Education
Harvard University, Master of Liberal Arts in Finance, Harvard University Extension School (ALM)
Clemson University, Master of Professional Accountancy, Concentration: Federal Taxation (MPAcc)
Clemson University, Bachelor of Science, Accounting (BS)
Harvard University, Graduate Certificate: Corporate Finance