CV
Connor Vlahos
Assistant Vice President at Northcoast Asset Management
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Work Experience
Assistant Vice President
Feb 2024 - Present · 10 months
Financial Sales Consultant
Jan 2018 - Aug 2023 · 5 years and 7 months
Regional Investment Consultant
Dec 2014 - Jan 2018 · 3 years and 1 months
Company Details
11-50 Employees
Providing long-term investment solutions for individuals, financial advisors and institutions. Helping clients reach their investment goals by maintaining, refining and enhancing a competitive edge through continuous and comprehensive research. A division of Kovitz Investment Group Partners, LLC. Important disclosures here https://northcoastam.com/terms
Website
Year Founded
1988
Social Media
LinkedinFacebook
Industry
Investment Management
HQ Location
Greenwich, CT 06831, US
Keywords
Tactical InvestingActive ManagementDownside ProtectioSystematic InvestingAsset AllocatioSystematic ETFConcentrated StockCore Fixed IncomeTactical GrowthCAN SLIM
Contact Details
- Email AddressC**@northcoastam.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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