Matthew Schwerin
Presidente presso North Star Investment Management Corp.
Profilo
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.
Posizioni attive di Matthew Schwerin
| Società | Posizione | Inizio |
|---|---|---|
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. | Presidente | 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. | Direttore/Membro del Consiglio | - |
Formazione di Matthew Schwerin
| Elmhurst College | Undergraduate Degree |
| Illinois State University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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