NorthCoast Asset Management, a Connectus Wealth Advisers Partner, Announces Several Executive Promotions and New Leadership Hires to Drive Growth and Continued Success
NorthCoast Asset Management, a nationwide specialist in investment management and institutional-caliber portfolio solutions, is pleased to announce the appointment of several executives to new leadership positions. The new team brings a wealth of experience and expertise, enabling continued growth and success in the highly competitive wealth management industry.
We are excited to announce that CIO Patrick Jamin has been promoted to President. Mr. Jamin has served as NorthCoast’s CIO for the last 11 years and will remain in that role, managing the entire suite of quantitative strategies. Mr. Jamin has over 20 years of experience in the financial services industry, previously holding senior leadership positions at Numeric Investors and Standard Pacific Capital. In his new role, he will oversee all aspects of NorthCoast’s operations and work closely with his internal team and alongside the leadership at Connectus Wealth Advisers to execute on strategic initiatives.
Jacob Wick has been appointed to the new role of Head of Wealth Management, overseeing the Private Client Group. Mr. Wick joined NorthCoast in 2011 and has led many of the company’s client-first initiatives as the previous Head of Client Experience. He has over 12 years of experience in the wealth management industry, with a deep understanding of the needs and preferences of high-net-worth individuals and families. In his new role, he will lead efforts to expand its wealth management business and broaden its progressive client service initiatives.
With the promotion of Jacob Wick, we are pleased to welcome Trent Fifield, who will be taking over Mr. Wick’s former position as Head of Midwest Sales within the Private Client Group. Mr. Fifield brings a wealth of experience in personalized financial services, and we are excited to have him on the team.
We have also brought on board Senior Vice President Michael Brescia to manage the Advisory and Institutional Sales Team. Mr. Brescia has over three decades of experience in the institutional investment space. He was previously VP of Sales at Vision 4 Fund Distributors, after spending many years at global asset management firms Pioneer, BlackRock, and AIG. Mr. Brescia has a deep understanding of the complex needs of institutional investors, and in his new role he will lead efforts to expand NorthCoast’s institutional business and deliver unique, customized solutions to advisors.
“We are thrilled to welcome Jacob to his new role, and Michael and Trent to the NorthCoast Asset Management team,” said Patrick Jamin, President and CIO. “This team’s deep expertise and proven track records of success will enable us to continue to grow and deliver exceptional results to our clients.”
The appointments of Patrick Jamin, Jacob Wick, Michael Brescia, and Trent Fifield reflect NorthCoast Asset Management’s commitment to driving success and growth for its clients, employees, and other stakeholders. We look forward to the new leadership team’s contributions and we are confident that they will help NorthCoast Asset Management continue to achieve its strategic goals for 2023 and beyond.
About NorthCoast Asset Management:
NorthCoast Asset Management is a national investment management specialist that offers customized investment solutions to individuals, families, and institutions. NorthCoast Asset Management is a d/b/a of, and investment advisory services are offered through, Connectus Wealth, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC). For more information about Connectus Wealth Advisers, visit connectuswealth.com.
