Empowering Your Financial Future, Together.


Charles Luzio
Assistant Vice President, Private Client Advisor
Charles Luzio joined NorthCoast Asset Management as an Assistant Vice President in 2025. Prior to joining NorthCoast, he worked at BBR Partners, where he advised ultra-high-net-worth families on a wide range of investment and wealth planning needs. He also held roles at Sutton Place Capital Management and Soni Resources Group, gaining experience in equity research and financial services recruiting.
Charles earned his M.S. in Finance from Fordham University’s Gabelli School of Business and his B.S. in Finance from the University of Delaware. He also holds a FINRA Series 65 license.
He lives in Stamford, Connecticut, with his fiancé and their dog, Mila. Outside of work, he enjoys cheering on New York sports teams, playing golf on weekends, and experimenting with new recipes in the kitchen.