Eric Holt, William Jennings, and Steve Fraser met as members of the United States Air Force Academy (USAFA) Faculty in 1998 where they worked together to design the undergraduate Investments Courses. Their curriculum was built on the principles that markets are efficient and investors are better off employing lower-cost strategies in their portfolios.
After serving on the USAFA Faculty, Steve Fraser then went on to earn his Ph. D. from the University of South Florida and Eric entered the practitioner world in the summer of 2000. William and Steve have spent the last 17 years advising pension plans, teaching, and producing research on a variety of financial topics, while Eric spent those 17 years managing money and working closely with some of the wealthiest families in the country.
Eric, William, and Steve have come full circle and built 7258 Wealth Management on the same foundation they created at USAFA three decades ago. While the portfolio solutions and strategies have evolved, the principles are the same.
Steve Trainer joined 7258 as a Global Markets Analyst in 2016 and has since been promoted to Portfolio Manager and Head of Operations. Steve and Eric were part of the team that opened Bernstein’s Denver Office in 2005. Steve later went on to earn his MBA from the University of Denver and then was an Analyst at Arcstone Partners.
Emily Goetz is a Client Associate and joined our team from Charles Schwab and Co. Prior to working at Schwab, Emily worked for the accounting firm OneSeven Advisors in Fort Collins.
Eric S. Holt, CFA
Eric is the Founder and President of 7258 Wealth Management. He has worked with Fortune 500 CEO’s, entrepreneurs, legacy wealth, college endowments, trusts, family foundations, and retirement plans.
He was the founding member of Bessemer Trust’s Denver Office. Prior to that, Eric worked for Bernstein and was part of Frost Bank’s leadership team in Austin. 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 on the 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. He is a Chartered Financial Analyst Charterholder.
Eric lives in Denver with his wife, two children, and their golden doodle. He enjoys all things outdoors and spends his time coaching, on his Peloton, watching his kids play sports and climbing 14ers.
What is something people would be surprised to learn about you?
"I can’t stand sushi. For some reason, many people take my aversion to raw fish personally. Their response is always “you haven’t had good sushi”. They are right...it doesn’t exist. If I’m stranded on an island in the Pacific Ocean someday, I’ll eat sushi; until then, steak and chicken, please."
Stephen F. Trainer, CFA
Steve is a Portfolio Manager at 7258 Wealth Management. In this role, he researches efficient investment vehicles on behalf of the 7258 Investment Committee, analyzes client balance sheets and portfolios and plays an instrumental role in the firm’s Objective Asset Allocation Process.
Steve was an Associate for Arcstone Partners’ where he was responsible for creating analyses for financial reporting and valuation based consulting services. He focused on technology companies ranging from early stage to those seeking an initial public offering. Prior to joining Arcstone Partners, Steve managed a team responsible for building portfolio allocation and wealth forecasting tools for Wall Street On Demand. In addition, he led the sales and marketing effort to generate new clients while continually working to better the product offering. Before that, Steve worked in AllianceBernstein’s New York office supporting the sales and client servicing efforts of financial advisors. He relocated to the Denver office to train and manage the support staff, eventually moving into the role of Investment Planning Analyst.
He serves on the Board of Trustees for Wilderness On Wheels and is a member of the 13ers Board for The Nature Conservancy. Steve graduated from Lehigh University with a BS in engineering and received an M.B.A. from the University of Denver. He is a CFA Charterholder.
What energizes you and brings you excitement?
"My family and the outdoors. Most weekends you can find us mountain biking, rock climbing or trail running. These are a few passions I can not wait to introduce to my son, Finn."
William W. Jennings, CFA, Ph.D.
William is 7258’s Director of Research. In this capacity, William oversees all research conducted on our clients’ behalf and serves on the firm’s Investment Committee. He also spearheads the firm’s innovative Objective Asset Allocation Process. He is a Professor of Finance and Investments at the U.S. Air Force Academy, where he has taught 20 years.
William’s service focuses on charities. He serves the community via various investment committees with over $35 billion in assets—including at Air Force Aid Society, Caring for Colorado Foundation, and Falcon Foundation, among others. In these capacities, he overseen a range of institutional investment management activities in both traditional and alternative investments. He researches applied portfolio management. Recent work focuses on alternative investments, fees, rebalancing, and micro-cap stocks. His research has appeared in Journal of Wealth Management and Financial Analysts Journal; his book was published by J.K. Lasser tax guides.
William previously worked as a valuation analyst at Arthur Andersen. He is a Chartered Financial Analyst Charterholder. He was a triple major in accounting, finance, and economics at SMU. His doctorate is from the University of Michigan. William enjoys standard professor things like books, tweed, & Volvos, but is also oddly into Formula 1—interested in things like aerodynamics, tire strategy, and the economics of the sport.
"Wealth consists not in having great possessions, but in having few wants." - Epictetus
emily goetz, client associate
Emily is a Client Associate at 7258 Wealth Management. Emily oversees the daily office administrative tasks and serves as a dedicated, personable contact for clients. She is committed to providing excellent service and thrives on helping others solve problems.
For the last 7 years, Emily has worked in tax accounting; helping to keep professionals and clients organized, goals prioritized and contribute to a less stressful environment with a positive attitude.
She holds a Associates in Applied Science focused on Graphic and Web Design from Yavapai College and a Certificate in Accounting from Front Range Community College. In her free time she enjoys traveling, trail running and trying new recipes.
Knowing what you know now, what advice would you give your 18-year-old self?
"I would tell myself to always trust my gut, never be afraid to ask questions, try new things and have the courage to be yourself."