JW
Jacob Wick
Head Of Wealth Management at Northcoast Asset Management
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Work Experience
Oct 2011 - Present · 13 years and 2 months
Head Of Wealth Management
Jan 2023 - Present · 1 years and 11 months
Head Of Structured Investments
Jun 2017 - Present · 7 years and 6 months
Investment Advisor
Oct 2011 - Present · 13 years and 2 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 AddressJ**@northcoastam.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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