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Jacob Wick is the Head of Wealth Management, overseeing the private client group & advisory services for NorthCoast’s 3,500+ Private Clients.  Previously, Jacob was the Senior Advisor for clients in the Midwest region. Since joining NorthCoast in 2011, Jacob has led many of the company’s client-first initiatives. He has served in a leadership role as Head of Client Experience, transitioning the company to a personalized service model. Jacob led the effort of building NorthCoast’s client portal, providing clients real-time access to their investments including holdings, asset allocation and performance reporting along with helpful insight and information about market commentary, strategy highlights and research reports. Jacob is also the head of NorthCoast’s structured settlement investment division. Since its founding in 2017, the program provides attorneys and their clients’ tax-deferred investment portfolios through a customized structured program. Originally from the Cleveland area and currently residing in Greenwich, CT, Jacob graduated from Indiana University before pursuing his career in investment management.