North Star Asset Management Inc

Emil Haque is a CFA charterholder and financial advisor at North Star Asset Management Inc with six years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA before joining North Star in 2019. Emil is based in Neenah, Wisconsin. North Star Asset Management, founded in 1996, provides discretionary and non-discretionary investment management and financial planning to individuals, institutions, and corporate plan sponsors. The firm employs a team approach with 13 investment professionals, focusing on high-quality equities and investment-grade fixed income guided by proprietary fundamental research.

Drew Krepline is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He has been with North Star Asset Management Inc. since 2021 and previously worked at UW Oshkosh for five years. North Star Asset Management, founded in 1996, provides discretionary and non-discretionary investment management and financial planning to a range of clients, including high-net-worth individuals, institutions, and corporate plan sponsors. The firm employs a multi-advisor team approach, focusing on fundamental research and a blend of consistent-growth equities and investment-grade fixed income to tailor portfolios to client objectives.

Jacob Johnson is a CFA® charterholder with two years of industry experience. He is currently with North Star Asset Management Inc and has prior experience at Thompson Investment Management, J.P. Morgan Private Bank, and Mairs and Power, Inc., among others. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, utilizing a team-based process focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income. The firm manages roughly $3 billion in discretionary assets and emphasizes credentialed staff and proprietary research methods.

David Risgaard is a CFA charterholder and holds a Series 65 license with 29 years of industry experience. He has been with North Star Asset Management Inc. and Associated Bank NA since 1996. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and endowments. The firm employs a team-based investment approach focused on fundamental research and builds diversified portfolios of high-quality equities and investment-grade fixed income.

Cole Seigworth is a financial advisor at North Star Asset Management Inc with two years of industry experience. He holds a Series 65 designation and has previously worked in landscaping and retail. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, using a team-based investment process focused on fundamental research and diversified portfolios of equities and fixed income.

David Hackfort is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at North Star Asset Management Inc in Neenah, WI. He has been with North Star since 2007. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on fundamental research and diversified portfolios of high-quality equities and investment-grade fixed income.

Nathaniel Penn is a Series 65-registered financial advisor at North Star Asset Management Inc with six years at the firm and a total of five years in the industry. His prior experience includes three years at Heartland Advisors and two years at Marquette University. North Star Asset Management, founded in 1996, provides discretionary and non-discretionary investment management and financial planning to individuals, institutions, and corporate plan sponsors. The firm employs a multi-advisor team to build portfolios emphasizing high-quality equities and investment-grade fixed income, relying on proprietary fundamental research and maintaining low portfolio turnover.

Mark Reilly is a financial advisor at North Star Asset Management Inc with 26 years of industry experience. He has been with North Star since 2006 and holds Series 63 and Series 65 licenses. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, and foundations. The firm employs a team-based investment approach focused on proprietary fundamental research to build diversified portfolios of high-quality equities and investment-grade fixed income.

Benjamin Van Handel is a CFA® charterholder with 10 years of industry experience. He has been with North Star Asset Management Inc. since 2013. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients. The firm’s team-based investment process relies on proprietary fundamental research to construct diversified portfolios of high-quality equities and investment-grade fixed income, managing approximately $3 billion in discretionary assets.

Bradley Buchanan is a CFA® charterholder with 28 years of industry experience. He has been with North Star Asset Management Inc in Menasha, WI since 1997. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and foundations. The firm employs a team-based investment process focused on fundamental research and builds diversified portfolios of high-quality equities and investment-grade fixed income assets.

Jonathan Wilburn is a financial advisor at North Star Asset Management Inc in Neenah, WI. He holds a Series 65 designation and has been with North Star since 2023. Prior to joining the firm, he worked in various roles at the University of Wisconsin Oshkosh and the City of Evanston. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on high-quality equities and investment-grade fixed income. The firm is noted for its employee ownership, concentration of professional credentials, and management of approximately $3 billion in discretionary assets.

Alex Brusda is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with North Star Asset Management Inc in Neenah, WI since 2015. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, employing a team-based investment process focused on fundamental research and diversified portfolios of equities and fixed income. The firm is employee- and former-employee-owned, manages approximately $3 billion in assets, and maintains a high concentration of credentialed staff.

Geoffry Penn is a CFA® charterholder with 29 years of industry experience. He has been with North Star Asset Management Inc. since 1996 and also has a long tenure at Associated Bank beginning in 1993. North Star Asset Management provides discretionary and non-discretionary portfolio management to individual and institutional clients, including high-net-worth households, banks, pension plans, and endowments. The firm employs a team-based investment process focused on fundamental research and dividend-discount valuation to build diversified portfolios of consistent-growth equities and investment-grade fixed income.