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Frank John Ingarra

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
Northcoast Asset Management Greenwich CT 01/2011 10/2021
Connectus Wealth Greenwich CT 11/2021 06/2024
Kovitz Investment Group Partners, Llc Greenwich CT 06/2024 Present
  • 01/2011 → 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
  • 2011-05-25 → 2021-11-08
    Northcoast Asset Management Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-24
S63 Uniform Securities Agent State Law Examination 1998-10-27
  • S65 Uniform Investment Adviser Law Examination
    2011-05-24
  • S63 Uniform Securities Agent State Law Examination
    1998-10-27

View on SEC IAPD

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