Ron brings more than 53 years of investment, fiduciary and trust expertise to the firm. His education at the Wharton School at the University of Pennsylvania followed by the University of Michigan Law School gives him a unique perspective on the financial markets.
Ron began his career at Society National Bank and with his attention to detail, insistence on quality and focus on each client relationship he has forged a client base that now spans generations.
Call Ron:440-720-1102 Email Ron at firstname.lastname@example.org
With over 38 years of investment experience, Diane's background in credit analysis at Toyo Trust and G.A. Kraut Co. in New York, as well as the Charter Financial Analyst designation she holds, when combined with her use of the HOLT CFROI technology have been instrumental in allowing the firm to manage a diversified mix of stocks within the portfolio. After working together at Greenleaf Capital Management, Diane and Ron started North Point Portfolio Managers in 1999.
Call Diane: 440-720-1105 Email Diane at email@example.com
Dan's deep understanding of personal tax, financial and investment planning comes from his John Carroll University degree and nine years of experience with Barnes Wendling, CPAs, and Deloitte & Touche LLP.
This, combined with his more than 35 years of client service, including ten years with McDonald Financial Group before joining North Point, enables him to design and implement wealth and investment planning solutions for business executives, business owners, and other high net worth individuals and families.
Call Dan: 440-720-1104 Email Dan at firstname.lastname@example.org
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. 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. He also holds the Chartered Financial Analyst designation.
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 email@example.com