Portfolio Managers
Diane M. Stack, CFA
Focus: Diane co-founded North Point in 1999 with Ronald J. Lang. She has spearheaded the firm’s investment decisions since inception and manages individual, endowment and employee benefit portfolios.
Experience: Diane’s investment career started with Greenleaf Capital Management where she transitioned into the research manager position and earned her Chartered Financial Analyst designation in 1996. Prior to moving to Cleveland in 1988, Diane worked at Toyo Trust and Banking in New York City, analyzing corporate credit risk and assisting U.S. companies with their Tokyo Stock Exchange initial listings.
Education: Diane earned her BS in Economics from Siena College.
Community: Diane is the current Board Chair of Lutheran Metropolitan Ministry and in her early years in Cleveland was a member of the Cleveland Orchestra Chorus.
Call Diane: 440-720-1105
Daniel J. Dreiling
Focus: Dan's deep understanding of tax, financial and investment planning comes from almost 40 years of serving high net worth individuals and family relationships.
Experience: Prior to joining North Point in 2005 Dan worked with McDonald Financial Group, Key PrivateBank, Deloitte, and Barnes Wendling. Leveraging this experience, Dan manages client investment portfolios to meet lifetime needs and achieve legacy plans for both family and philanthropic interests.
Education: Dan graduated from John Carroll University with a BS in Accounting.
Community: Dan currently works with John Carroll's Entrepreneurship program as well as various non-profit organizations with an emphasis on helping our youth.
Call Dan: 440-720-1104
David M. Mrosko, CFA
Focus: Dave has more than 25 years of portfolio management experience working with a broad range of clients including high net worth families, endowments, foundations and employee benefit plans to construct portfolios that meet their unique goals.
Experience: Prior to joining North Point, Dave worked at PNC Private Bank as a Senior Investment Advisor, SVP for seventeen years.
Education: Dave earned an MBA from the Weatherhead School of Management at Case Western Reserve University, and a business degree from Bowling Green State University, where he majored in accounting.
Community: Dave consults with the Finance Committee of his church.
Call Dave: 440-720-1107
Lindsey M. Cutright, CFP®, CEPA
Focus: Lindsey has more than 22 years of wealth management experience specializing in advising high net worth individuals and families. As a Certified Financial Planner™ and Certified Exit Planning Advisor, she is dedicated to delivering customized investment and portfolio management strategies, holistic wealth planning and business transition guidance.
Experience: Prior to joining North Point, Lindsey worked at PNC Private Bank as a Senior Relationship Strategist, SVP.
Education: Lindsey holds a Master's degree from Baldwin Wallace University, and earned her BS degree in Marketing and Management Information Systems from Miami University.
Community: Lindsey currently serves on the Board for First Tee of Cleveland.
Call Lindsey: 440-720-1102
Team Members
Patrick Kelly, CFA
Patrick Kelly, CFA
Patrick Kelly, CFA
Pat helps oversee and operate North Point’s equity research process.
He has more than 9 years of experience in securities research, beginning with Northcoast Research where he produced equity research for building materials and specialty chemicals stocks.
At Victory Capital, Pat delivered portfolio and performance analysis on a wide-rangi
Pat helps oversee and operate North Point’s equity research process.
He has more than 9 years of experience in securities research, beginning with Northcoast Research where he produced equity research for building materials and specialty chemicals stocks.
At Victory Capital, Pat delivered portfolio and performance analysis on a wide-ranging set of public and private investment portfolios.
He is a magna cum laude alumnus of Cleveland State University.
Sharon Zwiezinski
Patrick Kelly, CFA
Patrick Kelly, CFA
Sharon worked with the founders of North Point at a prior firm and has been at the company since its inception in 1999.
She is the primary trader and oversees our in-house technology, including the maintenance and quality-control of our data.
Additionally, Sharon performs client service functions related to reporting, account maintenance
Sharon worked with the founders of North Point at a prior firm and has been at the company since its inception in 1999.
She is the primary trader and oversees our in-house technology, including the maintenance and quality-control of our data.
Additionally, Sharon performs client service functions related to reporting, account maintenance and other communications.
She earned her Bachelor of Science degree from John Carroll University.
Julia R. Perkins
Julia R. Perkins
Julia R. Perkins
Julia joined North Point in 2010 and is responsible for new account preparation, monthly account maintenance, quarterly report production and resolving client service issues.
She develops and maintains the firm's marketing materials, maintains accounts receivable and is the general office manager.
Julia received her Bachelor of Business
Julia joined North Point in 2010 and is responsible for new account preparation, monthly account maintenance, quarterly report production and resolving client service issues.
She develops and maintains the firm's marketing materials, maintains accounts receivable and is the general office manager.
Julia received her Bachelor of Business Administration (BBA) from the Ross School of Business at the University of Michigan. Her prior experience was as a buyer for a multi-state retail department store.
Lisa G. Kwiecien
Julia R. Perkins
Julia R. Perkins
Lisa joined North Point in 2012 following 25 years working at another investment management firm in Cleveland.
Her extensive experience and knowledge are instrumental in delivering high quality service and communications to our clients.
She is responsible for client onboarding, account maintenance, quarterly report production and client s
Lisa joined North Point in 2012 following 25 years working at another investment management firm in Cleveland.
Her extensive experience and knowledge are instrumental in delivering high quality service and communications to our clients.
She is responsible for client onboarding, account maintenance, quarterly report production and client service questions.
Lisa also manages North Point’s accounts payable and proxy voting administration.
Jessica Lovejoy
Julia R. Perkins
Jessica Lovejoy
Jessica joined North Point in 2017 and is the first person to greet clients as they visit our office.
She prepares documents for new client accounts, performs monthly account maintenance, produces quarterly client reports and fields any sort of inquiry from clients, business associates and vendors.
Jessica is also our backup trader.
She
Jessica joined North Point in 2017 and is the first person to greet clients as they visit our office.
She prepares documents for new client accounts, performs monthly account maintenance, produces quarterly client reports and fields any sort of inquiry from clients, business associates and vendors.
Jessica is also our backup trader.
She earned a business degree from Ashland University where she majored in business management and minored in finance.