Nathan Kohlhoff, CFA®, WMCP®
Founder & CEO, East Beach Wealth Solutions, LLC

EDUCATION

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The Johns Hopkins University - B.A. in International Studies

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The Johns Hopkins University School of Advanced International Studies (SAIS) B.A./M.A. Program - leave of absence as U.S. Fulbright Scholar with Fulbright Fellowship in Berlin, Germany

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CFA® Charterholder since 2005

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Wealth Management Certified Professional®

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PROFESSIONAL

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Following a year abroad as a Fulbright Scholar in Berlin, Germany, Nathan started his career in investment banking in 1999, with one of the ten largest German banks, where he worked on initial public offerings (IPOs) for German companies and the equity derivatives trade desk. Nathan then spent 8 years as a stock analyst for the German car sector, before he joined BMW Group in Munich to head their Debt Investor Relations and Ratings program.

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At BMW, Nathan was responsible for managing the group's credit rating and worked closely with the world's largest institutional debt and equity investors as well as analysts. In 2013, Nathan assumed responsibility for Business Line Controlling at BMW Financial Services. Nathan and his family returned to his home state of Georgia in 2016, when he began working as a financial advisor with high net worth retail investors as CFO/CIO of the local office of a larger insurance and wealth management company in St. Simons Island, GA.

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Recognizing the need for independent financial advice, Nathan started East Beach Wealth Solutions in 2020. Nathan holds his Series 7, 63 and 65 securities registrations with LPL Financial, as well as his Life and Health license. Nathan has been a CFA Charterholder since 2005 and received the Wealth Management Certified Professional® (WMCP®) designation in 2021.

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As a financial advisor, Nathan holds himself to a fiduciary standard and is committed to making all decisions in clients’ best interests. Using technology, financial behavior coaching and an active investment strategy as tools, EBWS helps guide clients to find simplicity and purpose in their financial lives.

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PERSONAL

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Nathan and his wife, Shonda live in beautiful St. Simons Island, Georgia along with their two enthusiastic children, Brianna and Aaron. Shonda runs her own business as an intercultural trainer and coach, and works as an Organizational Development Consultant, Coach & Facilitator at Sandbox Consulting Group. The family enjoys spending time together through travel, sports, music, sailing and the outdoors. Nathan and Shonda are both Board Members of the Coastal Symphony of Georgia.