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The NorthCoast Team

Empowering Your Financial Future, Together

NCAM Sailboat

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PatrickJamin-1
Patrick Jamin, CFA, FRM

CEO and Chief Investment Officer

SethAppel-1
Seth Appel

Head Trader

MikeBrescia
Mike Brescia, CETF®

Senior Vice President, Advisory and Institutional Division

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

NinaDanforth
Nina Danforth

Sales Associate, Advisory & Institutional Division

AdamDavletshin
Adam Davletshin, CFA, CPA

Senior Vice President, Portfolio Management

MarkDean
Mark Dean

Principal, Finance

GustavoDeLaRoca
Gustavo De La Roca

Vice President, Advisory & Institutional Division

PaulFeibus
Paul Feibus

Associate Vice President, Portfolio Management

TrentFifield
Trent Fifield, CFP®, CWS®

Senior Vice President, Private Client Advisor

StephanieGambino
Stephanie Gambino

Assistant Vice President, Marketing

RyanGregory
Ryan Gregory

Client Service Associate

MeganHall
Megan Hall

Senior Vice President, Operations & Compliance

JohnHarper-1
John Harper

Vice President, Private Client Advisor

FrankIngarra_NEW
Frank Ingarra, Jr.

Senior Vice President, Business & Operations Risk

PeytonIott
Peyton Iott

Client Service Associate

EthanJones
Ethan Jones

Assistant Vice President, Private Client Advisor

DanielKim
Daniel Kim, CFP®

Assistant Vice President, Private Client Advisor

ChiraagKirpalani
Chiraag Kirpalani

Associate, Private Client Advisor

MikeKreza-1
Michael Kreza, CFP®

Assistant Vice President, Private Client Advisor

JasonKrugly
Jason Krugly

Senior Vice President, Portfolio Management

YaqiuLi
Yaqiu Li

Senior Vice President, Head of Quantitative Research

JoshLosonci
Josh Losonci

Operations Associate

VictorMariano
Victor Mariano

Operations Service Associate

MartinMavrov
Martin Mavrov

Operations Associate

JoeMerkle
Joe Merkle

Senior Vice President, Private Client Advisor

RyanMorgan
Ryan Morgan, CFP®

Senior Vice President, Private Client Advisor

KevinMorrissey
Kevin Morrissey

Vice President, Private Client Advisor

PeteNieporent_NOPATTERN
Peter Nieporent, CFP®

Vice President, Private Client Advisor

StephanieODonnell_NEW
Stephanie O’Donnell

Vice President, Private Client Advisor

WillOstruzka
Will Ostruzka

Vice President, Private Client Advisor

BrianPark
Brian Park, CFP® ChFC®

Senior Vice President, Private Client Advisor

CJPepe
CJ Pepe, CFP®

Vice President, Private Client Advisor

MikePoricelli
Michael Porricelli

Associate, Private Client Advisor

AndrewRedhead
Andrew Redhead

Associate, Private Client Advisor

FrancisSimms
Francis Simms, MBA, AAMS®

Senior Vice President, Private Client Advisor

ConnorVlahos
Connor Vlahos

Assistant Vice President, Private Client Advisor

JacobWick_NEW
Jacob Wick

Senior Vice President, Head of Wealth Management

BobWright_NEW
Robert Wright, CFP®

Principal, Senior Private Client Advisor

TylerWoods
Tyler Woods

Client Service Associate

JuliaZhu
Julia Zhu, CFA, FRM

Senior Vice President, Portfolio Management

Frank Ingarra, Jr.

Chief Operating Officer and Head of Trading