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North Star Asset Management, Inc. (NSAM)
is an independent investment advisory firm.
It was founded in 1996 to provide superior investment performance by
focusing on internal, proprietary research and investing in
high quality, consistent growth
companies. North Star Asset
Management is incorporated in Wisconsin and registered with the Securities and
Exchange Commission. Standing Left to Right: Bradley C. Buchanan, CFA, Vice President and
Portfolio Manager; David W. Risgaard, CFA, Managing Director; Thomas A.
Kurkowski, CPA, Vice President and Portfolio Manager; Michael D. Flesch, Managing Director;
Geoffry A. Penn, CFA, Managing Director; Kenneth J. Brusda, CFA, CFP, President and Managing Director; Mark P. Reilly, Vice President and Portfolio
Manager; David L. Hackfort, Investment Analyst; Robert S. Huntley, CPA, CFA, Vice President and
Portfolio Manager; Eric F. Richter, CFA, Managing Director; Seated Left to Right: Kathleen M. Mayer, Administrative Assistant;
Karen M. Jochman, Investment
Administrator;
Renee L. Kaufert, Operations Manager and
Securities Trader; Susan C. Beaver, CFP, Senior Investment
Administrator; Marlinda Shukosky, Investment Administrator and
Megan J. Schroeder, Investment Administrator. Prior to the establishment of North Star Asset
Management, Inc., six of the ten investment professionals
had worked together as Trust Investment Officers at Associated Bank in
Neenah, Wisconsin. This team has over 150 years of investment analysis and
portfolio management experience and has produced an enviable record of investment performance
and client service.
North Star Asset Management was founded to ensure the continuity of this
group of professionals and its investment approach and to improve upon an
already solid track record of results and service.
The creation of an investment advisory firm with a limited number of
investment relationships per manager allows for an enhanced level of proprietary
investment research, expanded flexibility to pursue new investment
opportunities, and a greater level of client communications. NSAM remains firmly committed to its philosophy of long-term investment
in a diversified portfolio of fundamentally-sound, consistent growth companies. Contact: 59
Racine St. Suite A
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