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The NorthCoast Team

Empowering Your Financial Future, Together

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PatrickJamin-1
Patrick Jamin, CFA, FRM

Head of Platform Channels

SethAppel
Seth Appel, CFA

Head Trader

MikeBrescia
Mike Brescia, CETF®

Senior Vice President, Advisory and Institutional Division

JackBruckner-1
Jack Bruckner

Client Service Associate

JenniferBuck-1
Jennifer Buck

Senior Vice President, Head of Marketing

TomColombo
Tom Colombo

Senior Vice President, Advisory & Institutional Division

AmishDalal
Amish Dalal, CFA

Senior Vice President, Portfolio Management

AdamDavletshin
Adam Davletshin, CFA, CPA

Senior Vice President, Portfolio Management

MarkDean_webIMF
Mark Dean

Principal, Finance

MattEmmer
Matt Emmer

Operations Associate

PaulFeibus
Paul Feibus

Associate Vice President, Portfolio Management

TrentFifield
Trent Fifield, CFP®, CWS®

Senior Vice President, Private Client Advisor

EleanorFitzgerald
Eleanor Fitzgerald

Operations Support Associate

RyanGregory
Ryan Gregory

Client Service Associate

MeganHall
Megan Hall

Senior Vice President, Operations & Compliance

John Harper
John Harper

Vice President, Wealth Advisor

MattHawryluk
Matt Hawryluk

Marketing Strategist

FrankIngarra_NEW
Frank Ingarra, Jr.

Senior Vice President, Business & Operations Risk

PeytonIott
Peyton Iott

Associate Wealth Advisor

EthanJones
Ethan Jones

Assistant Vice President, Wealth Advisor

MikeKreza-1
Michael Kreza, CFP®

Assistant Vice President, Wealth Advisor

JasonKrugly
Jason Krugly

Senior Vice President, Portfolio Management

YaqiuLi
Yaqiu Li

Senior Vice President, Head of Quantitative Research

JoshLosonci
Josh Losonci

Operations Associate

CharlesLuzio
Charles Luzio

Assistant Vice President, Wealth Advisor

VictorMariano
Victor Mariano

Operations Service Associate

JoeMerkle
Joe Merkle

Senior Vice President, Wealth Advisor

RyanMorgan
Ryan Morgan, CFP®

Senior Vice President, Wealth Advisor

KevinMorrissey
Kevin Morrissey

Vice President, Wealth Advisor

StephanieODonnell_NEW2
Stephanie O’Donnell

Senior Vice President, Wealth Advisor

Will Ostruzka
Will Ostruzka

Vice President, Wealth Advisor

BrianPark
Brian Park, CFP® ChFC®

Senior Vice President, Wealth Advisor

CJPepe
CJ Pepe, CFP®

Vice President, Wealth Advisor

MikePoricelliNEW
Michael Porricelli

Associate, Wealth Advisor

AndrewRedhead
Andrew Redhead

Associate Wealth Advisor

JustinRoche
Justin Roche

Client Service Associate

FrancisSimms
Francis Simms, MBA, AAMS®

Senior Vice President, Wealth Advisor

Torromeo-Jarrett_website-1
Jarrett Torromeo

Trade Support and Operations Associate

ConnorVlahos
Connor Vlahos, CFP®

Assistant Vice President, Wealth Advisor

JacobWick
Jacob Wick

Senior Vice President, Head of Wealth Management

BobWright_NEW
Robert Wright, CFP®

Principal, Senior Wealth Advisor

TylerWoods
Tyler Woods

Client Service Associate

ChrisZambrotta
Chris Zambrotta

Assistant Vice President, Wealth Advisor

JuliaZhu
Julia Zhu, CFA, FRM

Senior Vice President, Portfolio Management