Portfolio Managers

---

Diane was a co-founder of 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. 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. Diane earned her B.S. in Economics from Siena College. She is the current Board Chair of Lutheran Metropolitan Ministries and in her early years in Cleveland was a member of the Cleveland Orchestra Chorus.

Call Diane: 440-720-1105 

Email Diane at diane@northp.net   

Dan's deep understanding of tax, financial and investment planning comes from more than 35 years of serving high net worth individuals and family relationships. 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. Dan graduated from John Carroll University in 1986 and currently works with their Social Innovation Fellows and Entrepreneurship programs as well as non-profit organizations with an emphasis on helping our youth.

Call Dan: 440-720-1104 

Email Dan at ddreiling@northp.net

Dave has more than 25 years of portfolio management experience with a broad range of clients including high net worth families, endowments, foundations and employee benefit plans. Prior to joining North Point, Dave worked at PNC Private Bank as a Senior Vice President and Investment Advisor for seventeen years. His educational background includes 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. Dave uses his broad experience to work closely with some of North Point's longest-term clients to construct portfolios that meet their unique goals.  

Call Dave: 440-720-1107              

Email Dave at davemrosko@northp.net

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 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 joined North Point in September 2010. She is responsible for opening new client accounts, monthly account maintenance, quarterly report production and client service issues. She develops our marketing materials, manages the accounts receivable and daily activities of our office. 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 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 has been at North Point since 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.