ATLANTA – February 10, 2026 – Aprio Wealth Management (AWM), an SEC Registered Investment Advisor with over $5 billion in AUM offering integrated, fiduciary-based advisory services across all 50 states, today announced that Courtney Holt has joined the firm as Chief Compliance Officer.
In this role, Courtney will lead Aprio Wealth Management’s compliance strategy, ensuring that AWM’s continued growth is grounded in strong regulatory governance and an unwavering commitment to client protection.
Courtney brings more than 15 years of experience in regulatory compliance, strategic operations, and leadership across the financial services industry. She has built and overseen compliance programs for high-value Registered Investment Adviser (RIA) firms, successfully guiding organizations through complex regulatory environments and SEC examinations. Her background in integrating compliance frameworks into firmwide operations positions her as a key leader as AWM continues to expand its capabilities to benefit our clients.
As part of Aprio, the 24th largest business advisory and accounting firm in the U.S., AWM’s model is built on delivering integrated, fiduciary-based advice through collaborative client service teams. As the firm enhances its capabilities across investment management, tax strategy, estate planning, retirement planning, and family office services, a strong compliance infrastructure is central to delivering an exceptional client experience.
“Courtney’s background in compliance ensures that as we grow, we do so with discipline, integrity, and a client-first mindset,” said Keith Greenwald, CEO of Aprio Wealth Management. “Her ability to align regulatory rigor with operational excellence strengthens the foundation of AWM. Clients can trust that the strategies we deliver are supported by robust oversight, thoughtful processes, and a culture of accountability.”
Throughout her career, Courtney has developed and maintained comprehensive compliance programs while working closely with executive leadership teams to embed regulatory controls into strategic initiatives. She has successfully led and guided her firms through SEC audits, and has developed and implemented annual compliance training programs, advisor onboarding, and the in-house transition of compliance functions during periods of significant growth and investment activity. Beyond compliance, her leadership scope extends to client service operations, billing, and advisor onboarding, giving her a broad perspective on how governance directly supports the client experience.
Courtney holds a Master of Jurisprudence in Compliance and Risk Management from Loyola University Chicago, a Master of Business Administration in Finance from Emory University, and a Bachelor of Arts in Economics from the University of Michigan.
About Aprio
Aprio is redefining what it means to be a global advisory and accounting firm. We help businesses and individuals Account for Anything™ — delivering clarity and confidence in a world full of unknowns. Aprio is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC deliver professional services to clients worldwide. Aprio Advisory Group, LLC provides advisory, tax, legal, wealth, and talent solutions to help build value, drive growth, manage risk, and protect wealth, while Aprio, LLP delivers audit and attest services with uncompromising quality and integrity. With more than 2,800 team members serving clients in 50+ countries and $5.5B in assets under management, Aprio is consistently recognized as a Top Workplace, celebrated for transformative growth on the Inc. 5000 and Inc. Power Partners lists, and led by Richard Kopelman, named to Accounting Today’s Top 100 Most Influential People in Accounting. Learn more at Aprio.com.
About Aprio Wealth Management
Aprio Wealth Management delivers integrated, fiduciary-based financial services designed to simplify the complexities of wealth management. As a fee-only SEC Registered Investment Advisor, Aprio Wealth Management offers comprehensive planning across investments, tax strategy, retirement, estate planning, insurance, and family office services. Clients benefit from the continuity and coordination of working with a single, collaborative team that understands their complete financial picture. Backed by the resources and infrastructure of a top 25 accounting and business advisory firm, Aprio Wealth Management provides objective guidance, strategic insight, and long-term value across generations.
Investment Advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
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