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Kevin M

Series 63, Series 66

Duxbury, MA

NorthCoast Asset Management LLC

Kevin Morrissey is a financial advisor at NorthCoast Asset Management LLC with 16 years of industry experience. He has held roles at Kovitz Investment Group Partners, Connectus Wealth, Lido Advisors, and Grimes & Company. Morrissey holds Series 63 and Series 66 licenses. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm uses a quantitatively based, systematic investment approach, offering a range of strategies including equity, fixed income, options-defined outcome overlays, and alternative interval funds.

Active portfolio management Options & derivatives strategies Concentrated stock management Private / alternative investments ESG / Sustainable investing Founder/Business Owner Executive Values-based investing
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