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Charles Edward Waits Luzio

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 2025-06-11
  • CT RA
    APPROVED
    Since 2025-06-11

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 Delaware Newark DE 09/2014 06/2018
Soni-Resources Group New York NY 09/2018 02/2021
Gmat Student Mamaroneck NY 02/2021 07/2021
Fordham University New York NY 09/2021 09/2022
Bbr Partners, Llc New York NY 05/2022 05/2025
Kovitz Investment Group Partners, Llc Greenwich CT 06/2025 Present
  • 09/2014 → 06/2018
    University Of Delaware
    Newark, DE
  • 09/2018 → 02/2021
    Soni-Resources Group
    New York, NY
  • 02/2021 → 07/2021
    Gmat Student
    Mamaroneck, NY
  • 09/2021 → 09/2022
    Fordham University
    New York, NY
  • 05/2022 → 05/2025
    Bbr Partners, Llc
    New York, NY
  • 06/2025 → Present
    Kovitz Investment Group Partners, Llc
    Greenwich, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-31
  • S65 Uniform Investment Adviser Law Examination
    2022-05-31
Other Names
  • Charles Edward Waits Luzio

View on SEC IAPD

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