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CJ Pepe is a Senior Vice President and Senior Wealth Advisor at NorthCoast, where he works closely with individuals and families to align investment strategies with their long-term financial objectives. He specializes in helping clients navigate complex portfolio needs, including developing goals-based financial plans as well as tailored solutions for concentrated stock positions.

CJ joined NorthCoast in 2015 and brings a strong background in market structure and data-driven insights. Earlier in his career, he worked at the New York Stock Exchange, where he focused on business development for market data partnerships and content distribution across the exchange’s client base.

In 2025, CJ was recognized by Forbes as both a Best-in-State Next-Gen Wealth Advisor and a Best-in-State Wealth Advisor.

He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018 and holds a B.A. in Finance from Villanova University.