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.
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
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
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.
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
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.
NORTH ❖ POINT