Gregory Neer Jr. is a financial advisor at NorthCoast Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Relative Value Partners Group, LLC and Kovitz Investment Group Partners, LLC. Gregory joined Focus Partners Wealth, LLC in 2026. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and manages most client relationships on a discretionary basis.

Ernest Macvicar III is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including roles at Credit Suisse Securities and Relative Value Partners. He serves as a member of the investment committee for Kenilworth Union Church, where he reviews and recommends asset allocation for the endowment fund. Focus Partners Wealth serves a wide range of clients including individuals, families, corporate, and institutional investors, offering investment management, financial counseling, and wealth services through a large advisory platform. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis and integrates a variety of asset classes and overlay strategies.

Maury Fertig is a financial advisor at NorthCoast Asset Management LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Relative Value Partners Group. He serves as a director on the board of Benefit Security Insurance Company, participating in quarterly meetings. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and offers a wide range of strategies including equity, income, and alternatives.

Evan Ferry is a financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He holds a Series 65 license and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and Relative Value Partners. Outside of finance, his background includes several years of employment at country clubs. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models, managing most client relationships on a discretionary basis.

Brian Callahan is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, LLC and Relative Value Partners Group, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, and ETFs.

Catherine Goel is a financial advisor at NorthCoast Asset Management LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Relative Value Partners Group, LLC and Kovitz Investment Group Partners, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a wide range of portfolio management strategies, including access to affiliated private investment vehicles.