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John H
Series 66, Series 63
Dallas, TX
NorthCoast Asset Management LLC
John Harper is a financial advisor at NorthCoast Asset Management LLC with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Kovitz Investment Group Partners, Connectus Wealth, Charles Schwab, Bank of America, Merrill, and Fidelity. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm employs a quantitatively based, systematic investment process using proprietary market-exposure and security-scoring models and offers a range of strategies including strategic asset allocation, tactical equity approaches, options overlays, and alternative interval funds.
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