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Erik Boehm, CFA, CKA

Erik Boehm, CFA, CKA


Erik brings international and institutional investment perspectives to the team, having begun his financial career in the Czech Republic working for both a local bank and an emerging equity fund. He enjoyed his European professional adventures between 1989 and 2004, but his claim to fame was gathering a piece of the Berlin wall on the eve of 1990 while he was working at BASF in Germany. He returned to Chattanooga in 2004 with his Czech bride and teamed up with David at Merrill Lynch to advise individuals and families. With complementary investment philosophies and in the pursuit of greater independence, the partners co-founded Stone Bridge Asset Management in 2011. Erik holds degrees from New York University's Stern School of Business, Johns Hopkins' SAIS, and Georgetown University. He obtained the Chartered Financial Analyst® designation in 2002 (CFA®  and Chartered Financial Analyst®  are registered trademarks owned by CFA Institute) and the Certified Kingdom Advisor designation in 2007. He and his wife, Denisa, have two children and reside in Signal Mountain, TN. On his off hours, he can be found spending time with his family, playing soccer, pursuing spiritual growth with like-minded Christian men, and leading mission trips to the Czech Republic.

Links for more information:

Learn more about the CFA® designation 

Learn more about the CFA Institute

Learn more about the Certified Kingdom Advisor® designation

Learn more about Kingdom Advisors