Colin Schwerin is a financial advisor at North Star Investment Management Corporation with two years of industry experience. He holds a Series 65 designation and has prior work experience at Burns and McDonnell, Sargent and Lundy, and Kentucky Utilities. Schwerin is also associated with CAPS Financial Group, where he provides financial planning services. North Star Investment Management Corporation serves a range of clients including individuals, pension and profit-sharing plans, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and employs strategies such as equity positions, fixed income, option strategies, and direct indexing, often allocating client assets into its own mutual funds.

Matthew Schwerin is a CFA® charterholder with 21 years of experience in the financial services industry. He is affiliated with North Star Investment Management Corporation and has longstanding roles with CAPS Financial Group, Hometown Financial Group, and Flanagan State Bank. Schwerin serves as a director on the board of Flanagan State Bank and is president of the Flanagan Bank Holding Company, Hometown Financial Group. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and frequently integrates its proprietary mutual funds into client portfolios as part of its investment approach.