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Ryan James Gregory

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 2025-05-13
  • CT RA
    APPROVED
    Since 2025-05-13

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
University Of Alabama Tuscaloosa AL 08/2012 12/2016
Asurea Dallas TX 01/2017 06/2017
N/A N/A CT 07/2017 06/2018
American Cruise Lines Guilford CT 07/2018 10/2018
Okemo Resort Ludlow VT 11/2018 05/2019
Hotel Mtk Mt. Kisco NY 06/2019 01/2023
Kovitz Investment Group Partners, Llc Greenwich CT 06/2024 Present
Connectus Wealth Greenwich CT 02/2023 06/2024
  • 08/2012 → 12/2016
    University Of Alabama
    Tuscaloosa, AL
  • 01/2017 → 06/2017
    Asurea
    Dallas, TX
  • 07/2017 → 06/2018
    N/A
    N/A, CT
  • 07/2018 → 10/2018
    American Cruise Lines
    Guilford, CT
  • 11/2018 → 05/2019
    Okemo Resort
    Ludlow, VT
  • 06/2019 → 01/2023
    Hotel Mtk
    Mt. Kisco, NY
  • 06/2024 → Present
    Kovitz Investment Group Partners, Llc
    Greenwich, CT
  • 02/2023 → 06/2024
    Connectus Wealth
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-12
  • S65 Uniform Investment Adviser Law Examination
    2025-05-12
Other Names
  • Ryan James Gregory

View on SEC IAPD

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