Jordan Wohl

Jordan helps translate CoastEdge’s investment views and strategies into client portfolios. His work sits at the intersection of investment analysis and implementation, helping ensure portfolios are thoughtfully constructed, efficiently managed, and aligned with each client’s objectives.

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As a Portfolio Management Associate on CoastEdge’s Investment Team, Jordan supports portfolio construction, asset allocation implementation, investment analysis, and ongoing portfolio management. He works across the details of client portfolios - from evaluating investment exposures and modeling portfolio changes, to helping implement investment decisions and supporting the processes that keep portfolios aligned with the firm’s broader investment strategy.

Jordan’s background in equity valuations naturally led to an interest in portfolio management, where investment analysis extends beyond individual securities to how portfolios are built and managed as a whole. He joined CoastEdge to broaden that perspective and work more directly on asset allocation, portfolio construction, and investment implementation.

Prior to joining CoastEdge, Jordan was a Valuations Associate at Carta, where he specialized in equity valuations of venture-backed companies. That experience gave him a strong foundation in financial modeling, valuation methodologies, and analyzing businesses across a wide range of industries and stages of growth. Jordan holds a Bachelor of Arts in Finance with a minor in Real Estate from the University of Washington.

Outside of work, Jordan enjoys surfing, playing guitar, and staying active.