North Point Portfolio Managers Employee Directory

North Point Portfolio Managers corporate office is located in 100 Park Ave Ste 200, Beachwood, Ohio, 44122, United States and has 1-10 employees.

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Key Employees of North Point Portfolio Managers

LK
Lisa Kwiecien
Team Member
PhoneEmail
JL
Jessica Lovejo...
Team Member
PhoneEmail
JP
Julia Perkins
Office Manager
PhoneEmail
DS
Diane Stack
Co-Founder & Portfolio Manager
PhoneEmail
PK
Patrick Kelly
Team Member
PhoneEmail
PhoneEmail

North Point Portfolio Managers Global Presence

Location	People at location
North America	11-50

Index of contact profiles from North Point Portfolio Managers

Hundreds of professionals searching for North Point Portfolio Managers have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JH
Jeffrey Hertel
Email Direct
Senior Vice President, Portfolio Manager
United States , Ohio , Beachwood

JP
Julia Perkins
Email Direct
Office Manager
United States , Ohio , Beachwood

SZ
Sharon Zwiezinski
Email Direct
Primary Trader
United States , Ohio , Beachwood

LK
Lisa Kwiecien
Email Direct
Team Member
United States , Ohio , Beachwood

JL
Jessica Lovejoy
Email Direct
Team Member
United States , Ohio , Beachwood

DM
David Mrosko
Email Direct
Portfolio Manager
United States , Ohio , Beachwood

DS
Diane Stack
Email Direct
Co-Founder & Portfolio Manager
United States , Ohio , Beachwood

PK
Patrick Kelly
Email Direct
Team Member
United States , Ohio , Beachwood

MM
Mary Mlakar
Email Direct
Portfolio Assistant
United States , Ohio , Beachwood

Former Employees at North Point Portfolio Managers

Explore people who held key positions, contributed to North Point Portfolio Managers's success, and advanced their careers.

DW
Daniel Welker
Financial Advisor at Edward Jones
Worked as Director, Investment Research & Portfolio Mana...
at North Point Portfolio Managers (2016-2021)
Email Direct

Explore More

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Frequently Asked Questions Regarding North Point Portfolio Managers Employees

How many employees does North Point Portfolio Managers have?

North Point Portfolio Managers has 1-10 employees

Who are North Point Portfolio Managers key employees?

Some of North Point Portfolio Managers key employees are Lisa Kwiecien, Jessica Lovejoy, Julia Perkins, Diane Stack, Patrick Kelly

Where is North Point Portfolio Managers located?

North Point Portfolio Managers’s headquarters are located at 100 Park Ave Ste 200, Beachwood, Ohio, 44122, United States

How do I contact North Point Portfolio Managers?

North Point Portfolio Managers Contact Info: Phone number: (440) 720-1100 Website: www.nppmcorp.com

What does North Point Portfolio Managers do?

North Point Portfolio Managers is a Registered Investment Advisor based in Cleveland, providing trusted, fee-only investment guidance since 1999. With over 25 years of experience, they serve 270 clients and manage more than $749 million in assets, focusing on personalized investment management tailored to individual goals. The firm operates under a... Read More

Is North Point Portfolio Managers a public company?

North Point Portfolio Managers is private company therefore does not currently have an official ticker symbol

See more information about North Point Portfolio Managers Employees