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J•••• P••••• W•••: person on the family offices graph | DFX Data Factory

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Data Factory / Family Offices / Person

Family officesPerson

J•••• P••••• W•••

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:4c619192-3233-49bc-a8f8-d812736497ce

Data as of Sep 12, 2026 (this record's last observation) from Sworn filings; Announcements. Page built Sep 22, 2026, 4:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: n/a to Sep 12, 2026
2 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current roles: 1
Past roles: 0

Relationships

Employs (1)

← Northcoast Asset Management LLCOfficeHead of Wealth Management
Jun 1, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: Family Offices
Canonical id: dfx:fo:4c619192-3233-49bc-a8f8-d812736497ce
First observed: n/a
Last observed: Sep 12, 2026 10 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.