NorthCoast Asset Management LLC

Ethan Jones is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at Kovitz Investment Group Partners, GW&K Investment Management, and Charles Schwab. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management through separately managed accounts across various strategies.

Kehong Zhu is a CFA® charterholder with four years of industry experience. He is currently affiliated with Kovitz Investment Group Partners, LLC and previously worked at Connectus Wealth and NorthCoast Asset Management. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a wide range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

Andrew Redhead is a financial advisor at NorthCoast Asset Management LLC with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual in various capacities from 2018 to 2024. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations, utilizing a quantitative and systematic investment approach with proprietary models and risk management techniques. The firm offers a wide range of portfolio management strategies, including access to private investment vehicles and acts as a fiduciary for ERISA and IRA accounts.

Christopher Zambrotta is a financial advisor at NorthCoast Asset Management LLC in Charlotte, NC. He holds Series 63 and Series 65 licenses and has recently transitioned to the advisory field, having previously held roles in various industries including logistics and hospitality. His background includes employment at Kovitz Investment Group Partners, TIAA-CREF, and multiple service-oriented businesses. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of strategies including equity, income, alternatives, and private investment vehicles.

Paul Feibus is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation and experience at firms including Kovitz Investment Group Partners, Connectus Wealth, Osprey Funds, and Morgan Stanley. He has been active in the industry since 2014. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, managing most client relationships on a discretionary basis.

Ari Fischman is a CFP® with 23 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Lion Street Financial, Telemus Capital, and New York Life Insurance Company. He serves on the boards of the Jewish Federation of Metro Detroit and Hillel Day School, contributing to pension, insurance, and endowment committees. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

Connor Vlahos is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Conti Capital, Morgan Stanley, E*TRADE Securities, and Fidelity Investments. NorthCoast Asset Management serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, managing portfolios through various strategies and acting as a fiduciary for ERISA and IRA accounts.

Kevin Morrissey is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, and Grimes & Company. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models and manages a broad range of strategies including equity, income, alternatives, and private investment vehicles.

Amish Dalal is a CFA® charterholder with four years of industry experience. He is currently with Kovitz Investment Group Partners, LLC, having previously worked at Connectus Wealth, NorthCoast Asset Management, Columbia University, and Western Asset. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a wide range of strategies.

William Ostruzka is a financial advisor at NorthCoast Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Kovitz Investment Group Partners, Connectus Wealth, Quasar Distributors, E*TRADE Capital Management, and E*TRADE Securities. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

Francis Simms is a financial advisor with NorthCoast Asset Management LLC in Orlando, FL, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Quasar Distributors, and Charles Schwab. NorthCoast Asset Management serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, offering a wide range of portfolio management strategies through separately managed accounts.

Robert Wright is a financial advisor at NorthCoast Asset Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of portfolio management strategies, including alternatives and private investment vehicles.

Jacob Wick is a financial advisor with NorthCoast Asset Management LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Kovitz Investment Group Partners, LLC since 2024 and previously spent three years at Connectus Wealth and ten years at NorthCoast Asset Management. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and risk management techniques across a broad range of strategies.

Ryan Morgan is a CFP® with 18 years of industry experience, currently serving as a financial advisor at NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, Fisher Investments, Charles Schwab, and Victory Capital Advisors. Outside of his advisory work, he owns and manages a rental property in Parker, Colorado. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a wide range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.

Joseph Merkle is a financial advisor at NorthCoast Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Kovitz Investment Group Partners, Connectus Wealth, and NorthCoast Asset Management. Outside of his advisory role, he is a partner in Arthur & Associates, LLC, a real estate investment business. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a broad range of strategies including equity, income, alternatives, and private investment vehicles.