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Amish Ramesh Dalal

Northcoast Asset Management LLC

Greenwich, CT

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Current Employers
Northcoast Asset Management Llc

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-06
  • CT RA
    APPROVED
    Since 2025-01-06

Branch Locations

One Greenwich Office Park, Greenwich, CT 06831 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Western Asset New York NY 07/2013 12/2019
Unemployed New York NY 03/2021 06/2021
Columbia University New York NY 05/2019 02/2021
Northcoast Asset Management Greenwich CT 07/2021 10/2021
Connectus Wealth Greenwich CT 11/2021 06/2024
Kovitz Investment Group Partners, Llc Greenwich CT 06/2024 Present
  • 07/2013 → 12/2019
    Western Asset
    New York, NY
  • 03/2021 → 06/2021
    Unemployed
    New York, NY
  • 05/2019 → 02/2021
    Columbia University
    New York, NY
  • 07/2021 → 10/2021
    Northcoast Asset Management
    Greenwich, CT
  • 11/2021 → 06/2024
    Connectus Wealth
    Greenwich, CT
  • 06/2024 → Present
    Kovitz Investment Group Partners, Llc
    Greenwich, CT
Previous Registrations
  • 2024-06-03 → 2024-12-31
    Northcoast Asset Management Llc
    Greenwich, CT
  • 2021-11-18 → 2024-07-25
    Connectus Wealth
    Greenwich, CT
  • 2021-08-11 → 2021-11-08
    Northcoast Asset Management Llc
    Greenwich, CT
Designations
Other Names
  • Amish Dalal

View on SEC IAPD

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