Stamford, CT Office
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NorthCoast Asset Management LLC
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About
NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients) and a range of institutional and intermediary clients. The firm manages separately managed accounts and also facilitates access to pooled investment vehicles and private funds for clients such as investment companies, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Investment decisions are driven by a quantitatively based, systematic process: NorthCoast uses proprietary market-exposure and security-scoring models that are updated daily and combined with multifactor risk models to govern portfolio construction and trading. Its product lineup spans strategic asset allocation, equity and fixed income strategies, tactical/dynamic and hedged equity approaches, a variety of options/defined-outcome overlays, and alternative interval funds (private credit, private equity, private real estate).
The firm is an indirect, wholly owned subsidiary of Focus Financial Partners and has formal subadvisory and referral relationships with other Focus entities, which both gives clients access to affiliated private investment vehicles and creates revenue-sharing arrangements for certain credit, cash management and insurance introductions. NorthCoast also recently reorganized following a transition from Kovitz Investment Group Partners (June 2024 through a name change effective January 1, 2026) and documents a mix of uncommon features for its peer group — notably its breadth of options-defined outcome strategies, affiliated private pooled vehicles, and affiliate-sourced credit and insurance solutions.
Based on NorthCoast Asset Management LLC
Expertise
Based on NorthCoast Asset Management LLC
Location
400 Atlantic Sreet, 6th Floor
Stamford CT 06901
Advisors at this office
4
Advisors at this office
Tyler W
Series 65
Stamford, CT
NorthCoast Asset Management LLC
Tyler Woods is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential and two years of industry experience. Before joining NorthCoast in 2024, he worked at Apple from 2021 to 2023 and has an academic background from the University of Syracuse. NorthCoast Asset Management offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional and intermediary clients. The firm uses a quantitatively based, systematic investment process supported by proprietary models and provides a range of strategies including strategic asset allocation, equity and fixed income, options-defined outcome approaches, and alternative interval funds.
Jarrett T
Series 63, Series 65
Stamford, CT
NorthCoast Asset Management LLC
Jarrett Torromeo is a financial advisor at NorthCoast Asset Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J. M. Lummis Securities, Inc. and J. M. Lummis & Company, Inc. 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 and offers a diverse range of strategies, including strategic asset allocation, equity and fixed income approaches, options-defined outcome overlays, and alternative interval funds.
Katelyn F
CFP®, Series 65
Stamford, CT
NorthCoast Asset Management LLC
Katelyn Fussell is a CFP® and Series 65 credentialed advisor with one year of industry experience. She is currently with NorthCoast Asset Management LLC, having joined the firm in 2026 after roles at Silvercrest Asset Management and Wealth Enhancement Advisory Services. 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 uses a quantitatively based, systematic investment process and offers a diverse range of strategies, including strategic asset allocation, tactical equity approaches, and alternative interval funds.
Thomas J
Series 65
Stamford, CT
NorthCoast Asset Management LLC
Thomas Jedlicka is a financial advisor at NorthCoast Asset Management LLC with a Series 65 designation. He has one year of industry experience and previously worked at Andersen and Fieldpoint Private. Jedlicka’s background includes four years at Miami University and four years at Greenwich High School. 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 and offers a range of strategies, including strategic asset allocation, equity and fixed income, options/defined-outcome overlays, and alternative interval funds.
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