Jordan Wohl Jordan Wohl is a Portfolio Management Associate on the Investment Team at CoastEdge Partners. He leverages his background in financial modeling, valuation methodologies, and investment…
Steven Ostrowski Steven Ostrowski serves as a Portfolio Advisory Associate at CoastEdge Partners. Steven began his career at Morgan Stanley in Chicago with the Trailhead Retirement Planning Group…
Garrett Heine Garrett Heine serves as an Associate Director, Portfolio Advisory at CoastEdge Partners, partnering with clients to develop customized portfolio strategies and navigate complex investment decisions.…
Samantha Obligacion Samantha Obligacion is an Executive Assistant at CoastEdge Partners, where she provides high-level administrative support to senior leadership. Prior to joining CoastEdge, Samantha developed a…
Peter Dawoud Peter Dawoud is a Client Operations Associate at CoastEdge Partners, where he supports both the Portfolio Reporting and Analytics team and the Client Service team.…
Trevor Huffman Trevor Huffman is a Fund Accountant at CoastEdge Partners. Trevor has five years of experience in private credit and private equity fund accounting. Prior to…
Elliana Graham Elliana Graham is a Portfolio Advisory Associate at CoastEdge Partners. She joined the firm after six years at Hall Capital Partners, a $43 billion AUM…
Nancy Vo Hamada Nancy is a seasoned financial services professional with over 17 years of dedicated experience in the industry. As Chief Operating Officer, Nancy oversees firm operations,…
Victor Angulo Victor brings experience in the financial services industry, specializing in the various areas of portfolio reporting and analytics, as well as trade-based operations. Prior to…
Caroline Roughneen Caroline has a background in the alternative investments fund industry, specializing in fund accounting, financial reporting, and operations. Caroline supports all CoastEdge funds by reviewing…