North Shore Private Asset Management, LLC

David Melsheimer is a CFA® charterholder with 22 years of experience at North Shore Private Asset Management, LLC, where he has worked since 2004. He is also a principal of North Shore Private Tax Services, which offers tax preparation services alongside CPA John Gibbons. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients, including pension and employer-sponsored retirement plans. The firm employs a range of strategies and serves a diverse client base, managing approximately $475 million across fewer than 200 client relationships.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Neuberger Berman LLC, Altegris Investments, JVM Securities, LLC, and Esbjorn, LLC. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual and institutional clients. The firm serves a diverse client base including high-net-worth families, trusts, charitable organizations, corporations, and pension and profit-sharing plans, employing a range of strategies from long-term equity holdings to options trading.

William Gregg is a financial advisor at North Shore Private Asset Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with North Shore Private Asset Management since 2016. North Shore Private Asset Management serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and institutional clients such as pension and profit-sharing plans. The firm manages approximately $572 million in assets and offers customized portfolio management using a combination of fundamental, technical, and cyclical analysis across various investment vehicles.

Mark Saran is a financial advisor at North Shore Private Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with North Shore and Level Four Financial LLC since 2014. Outside of his advisory work, he serves on the board of Ironwood Industries, a manufacturing company, and the Lake Forest Library Foundation. North Shore Private Asset Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs customized portfolio management and various research methods, serving a diverse client base that includes pension and municipal governmental plans.