Matthew Schwerin
President bij North Star Investment Management Corp.
Profiel
Mr. Matthew H.
Schwerin, CFA MBA, is a Portfolio Manager & President at North Star Investment Management Corp.
He is on the Board of Directors at Hometown Financial Group, Inc. (Illinois).
He has over 18 years of industry experience and assists clients in investment planning and acts as an investment adviser for their portfolios.
He serves on the Board of Directors of Flanagan State Bank, a Central Illinois Financial Institution operating since 1913.
From 1996 to August of 2005, Mr. Schwerin served in various capacities for W.W.
Grainger, Inc. and was a Senior Financial Analyst, Investments Supervisor, Business Analysis Manager and Director of Finance and was responsible for selecting the investment managers for the Company’s profit sharing plan as well as employee educational programs related to retirement planning.
Mr. Schwerin is a CFA charter holder and earned his B.S.
in Finance and Economics from Elmhurst College and his M.B.A.
from Illinois State University.
Actieve functies van Matthew Schwerin
| Bedrijven | Functie | Begin |
|---|---|---|
North Star Investment Management Corp.
 North Star Investment Management Corp. Investment ManagersFinance North Star Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | President | 01-01-2023 |
Hometown Financial Group, Inc. (Illinois)
 Hometown Financial Group, Inc. (Illinois) Financial ConglomeratesFinance Hometown Financial Group, Inc. operates as a bank holding company. The company is headquartered in Flanagan, IL. | Directeur/Bestuurslid | - |
Opleiding van Matthew Schwerin
| Elmhurst College | Undergraduate Degree |
| Illinois State University | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
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Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
North Star Investment Management Corp.
North Star Investment Management Corp. Investment ManagersFinance North Star Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | Finance |
Hometown Financial Group, Inc. (Illinois)
Hometown Financial Group, Inc. (Illinois) Financial ConglomeratesFinance Hometown Financial Group, Inc. operates as a bank holding company. The company is headquartered in Flanagan, IL. | Finance |
