Kruti Bolick, CFIRS®

Kruti Bolick is a financial services executive with more than 25 years of experience leading compliance, risk, and governance programs across national banks, consulting firms, and registered investment advisers.

Most recently, Kruti served as Chief Risk Officer and Shareholder of a $30 billion Atlanta-based RIA, where she established and led the firm’s risk and compliance function during a period of significant growth. As a member of the executive leadership team, she chaired the risk and compliance committees, advised senior leadership and the Board of Directors, and oversaw the compliance program and team.

Prior to the RIA industry, Kruti held leadership roles at Wells Fargo and Truist, where she led regulatory transformation initiatives and helped build risk management frameworks amid heightened regulatory oversight. Earlier in her career, she worked with PricewaterhouseCoopers, Accenture, and BearingPoint, advising financial services and Fortune 500 companies on business transformation and operational improvement initiatives.
Known for building high-performing teams and leading complex programs, Kruti has extensive experience working with regulators, including the SEC, OCC, and Federal Reserve. She believes strong compliance and strong client service are inseparable, providing the foundation for sustainable growth and investor confidence.

Kruti holds a Bachelor of Business Administration in Finance and Marketing from Georgia State University, is a graduate of the Consumer Bankers Association Executive Banking School, and holds the Certified Fiduciary and Investment Risk Specialist (CFIRS) designation.

Kruti and her husband live in Atlanta and are the proud parents of two teenage sons.