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 Group LLC (Crown Wealth) is an independent registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Nicholas “Nick” Kolbenschlag in 2018. Crown Wealth offers discretionary and non- discretionary ongoing portfolio management services to ultra-wealthy individuals, families and businesses. | Directeur Général | 01/04/2018 |
Formation de Nick Kolbenschlag
| North Carolina State University | Undergraduate Degree |
Expériences
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Relations
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Crown Wealth Group LLC
Crown Wealth Group LLC Investment ManagersFinance Crown Wealth Group LLC (Crown Wealth) is an independent registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by Nicholas “Nick” Kolbenschlag in 2018. Crown Wealth offers discretionary and non- discretionary ongoing portfolio management services to ultra-wealthy individuals, families and businesses. | Finance |
