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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 2025-11-10
  • CT RA
    APPROVED
    Since 2025-11-10

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
Connectus Wealth Greenwich CT 11/2023 05/2024
Osprey Funds Fairfield CT 01/2022 12/2022
Unemployed New York NY 01/2023 11/2023
Morgan Stanley New York NY 06/2014 05/2021
Unemployed New York NY 06/2021 12/2021
Kovitz Investment Group Partners, Llc Greenwich CT 06/2024 Present
  • 11/2023 → 05/2024
    Connectus Wealth
    Greenwich, CT
  • 01/2022 → 12/2022
    Osprey Funds
    Fairfield, CT
  • 01/2023 → 11/2023
    Unemployed
    New York, NY
  • 06/2014 → 05/2021
    Morgan Stanley
    New York, NY
  • 06/2021 → 12/2021
    Unemployed
    New York, NY
  • 06/2024 → Present
    Kovitz Investment Group Partners, Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-10
  • S65 Uniform Investment Adviser Law Examination
    2025-11-10

View on SEC IAPD

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