North Star Investment Management Corporation

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.

Eric Kuby is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at North Star since 2004 and previously held positions at NewEdge Securities and Wells Fargo Clearing. He is also an investment committee member at Regal Investment Advisors LLC. North Star Investment Management Corporation serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other entities. The firm provides discretionary portfolio management, financial planning, family office services, and manages approximately $2.5 billion in assets, often allocating client assets into its own mutual funds.

Aristotle Petruleas is a financial advisor at North Star Investment Management Corporation with the Series 65 designation and four years of industry experience. He has worked at North Star since 2020 and previously spent 14 years at Fifth Third Banks (formerly MB Financial Bank). North Star Investment Management Corporation serves a range of clients 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 client assets and is notable for its sponsorship of multiple mutual funds used frequently in client portfolios and its integrated managed-account reporting for other advisers.

Dana Cahan is a financial advisor at North Star Investment Management Corporation with a Series 65 credential and three years of industry experience. Prior to joining North Star, Dana worked at Zuckerman Investment Group and Altair Advisers, LLC, and has an extensive background with Mac Management Co. Inc. spanning 18 years. North Star Investment Management Corporation serves a broad client base including individuals, pension and profit-sharing 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 employs a range of investment strategies, frequently utilizing its affiliated mutual funds in client portfolios.

Eric Papenhagen is a CFP® professional with over 16 years of industry experience. He has been with North Star Investment Management Corporation since 2020 and previously worked at Vision Investment Services, Inc. and MB Financial. Papenhagen is based in Chicago, IL, and holds a Series 63 license. North Star Investment Management Corporation serves a diverse client base, including high-net-worth 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 client assets and emphasizes the use of its own mutual funds within client portfolios.

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.

Peter Gottlieb is a financial advisor at North Star Investment Management Corporation with 36 years of industry experience. He has worked with the firm since 2004 and previously held roles at Mid Atlantic Capital Corporation and Copley Financial Services Corp. Gottlieb serves as president of North Star Family Office, providing customized family office services. North Star Investment Management Corporation serves individuals, pension plans, trusts, charitable organizations, and corporations, offering discretionary portfolio management, financial planning, family office services, and participation in wrap-fee programs. The firm manages roughly $2.5 billion in client assets and frequently allocates client portfolios into its own mutual funds as part of its investment strategy.

Sharon Egan is a CFP® professional with 15 years of industry experience, currently serving at North Star Investment Management Corporation since 2012. She holds Series 63 and Series 66 licenses and teaches a class at Northern Trust, unrelated to investment topics. North Star Investment Management Corporation serves a range of clients including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in assets and often allocates client portfolios into its own mutual funds.

Bradley Cohen is a financial advisor at North Star Investment Management Corporation with 24 years of industry experience. He has been with North Star since 2006 and previously worked at Mid Atlantic Capital Corporation from 2016 to 2018. Cohen holds the Series 63 and Series 65 designations. North Star Investment Management Corporation provides discretionary portfolio management and financial planning services to a range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $2.5 billion in assets and often uses its own mutual funds as part of its investment strategies.

Melissa Diamond is a financial advisor with North Star Investment Management Corporation in Chicago, IL, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at North Star since 2003 and at NewEdge Securities since 2016. North Star Investment Management Corporation serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing discretionary portfolio management, financial planning, and family office services. The firm manages approximately $2.5 billion in client assets and frequently utilizes its proprietary mutual funds within client portfolios.

Michael Mazursky is a ChFC® credentialed advisor with over 31 years of industry experience. He is president of North Star Investment Management Corporation and North Star Benefits LLC and has been with North Star Investment Management since 2009. Prior to this, he worked at PRP Advisors LLC and NewEdge Securities, Inc. In addition to his advisory role, he serves as president of an affiliated insurance and benefit planning firm, North Star Benefits LLC. North Star Investment Management 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, employs a range of investment strategies, and sponsors multiple mutual funds that are often used in client portfolios.