![Nick Kolbenschlag](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Nick Kolbenschlag
Directeur Général chez
Crown Wealth Group LLC
Profil
Mr. Nicholas M.
Kolbenschlag is a Chief Executive Officer & Co-Founder at Crown Wealth Group LLC.
Prior to co-founding Crown Wealth Group, Mr. Kolbenschlag spent 2 years at a Charlotte-based wealth management firm building out their Personal CFO division as the Director of Personal CFO Services.
He spent the previous 8 years building and executing this model as the Managing Director of a private wealth management firm with offices in Raleigh, Richmond and Charlotte.
He earned his Bachelor’s degree in Finance, with a minor in accounting, from North Carolina State University.
Postes actifs de Nick Kolbenschlag
| Sociétés | Poste | Début |
|---|---|---|
Crown Wealth Group LLC
 Crown Wealth Group LLC Investment ManagersFinance Crown Wealth’s investment philosophy is built around goals-based investing. Each client goal is separately analyzed to determine the funding need, return need, appropriate risk level and investment time horizon. The asset allocation is determined by these factors. The portfolio holdings are then customized in this framework. | Directeur Général | 01/04/2018 |
Formation de Nick Kolbenschlag
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
50
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
North Carolina State University
 North Carolina State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Crown Wealth Group LLC
Crown Wealth Group LLC Investment ManagersFinance Crown Wealth’s investment philosophy is built around goals-based investing. Each client goal is separately analyzed to determine the funding need, return need, appropriate risk level and investment time horizon. The asset allocation is determined by these factors. The portfolio holdings are then customized in this framework. | Finance |
