Daniel J. Dreiling

 (440) 720-1104


   North Point Portfolio Managers:                                                          from June 2005

   McDonald Financial Group:                                                                            1995 - 2005

   Deloitte & Touche LLP:                                                                                  1988 - 1995

   Barnes Wendling, CPAs:                                                                                   1986 - 1988


   B.S. / John Carroll University / 1986

 Ronald J. Lang

 (440) 720-1102


  North Point Portfolio Managers                                                         from May 1999

  Greenleaf Capital Management:                                                              1985 - 1999

  Society National Bank:                                                                                  1968-1985


  J.D. / University of Michigan Law School / 1968

  B.S. / Wharton School, University of Pennsylvania / 1965

  Diane M. Stack, CFA

​  (440) 720-1105


   North Point Portfolio Managers:                                                            from May 1999

   Greenleaf Capital Management:                                                                    1991 - 1999

   G.A. Kraut Co., New York, NY:                                                                          1988 - 1991

   Toyo Trust and Banking, New York, NY:                                                      1983 - 1988


   B.S. / Siena College / 1983

  Daniel M.P. Welker, CFA

​  (440) 720-1107


   North Point Portfolio Managers:                                                from November 2016

   Access Distribution Partners:                                                                           2014-2016

   JP Morgan Asset Management:                                                                       2007-2014

   Raymond James & Associates:                                                                      2006-2007 

   Morgan Stanley:                                                                                                   2003-2006


  B.A. / College of Wooster / 2003

Dan has over 10 years of investment experience.  He has met and worked with over 100 institutional investors across the United States while working at JP Morgan Asset Management in New York and Chicago.  Dan received the Chartered Financial Analyst designation in 2011 and works with Diane analyzing stocks and managing North Point's stock portfolio. 

Dan's understanding of personal tax, financial, and investment planning, combined with his 30 years of client service, enable him to design and implement Wealth and Investment Planning Solutions for business executives, business owners and other high net worth individuals and families.  He works closely with Diane in managing North Point's stock portfolio.

With over 25 years of investment experience, Diane's background in credit analysis (including the Chartered Financial Analyst designation) combined with her use of the HOLT CFROI technology, allows the firm to create a diversified mix of stocks within the portfolio.

Ron brings more than 46 years of investment, fiduciary and trust expertise to the firm. His education and professional background give him a unique perspective on the financial markets and his clients' needs.  Ron's attention to detail, insistence on quality, and focus on each client relationship have resulted in a client base that spans generations.