North Star Investment Management

The North Star Family of Financial Services is dedicated to guiding you and your family’s financial decisions.

At North Star, our philosophy is to create investment strategies, financial and benefit plans as well as family office services that reflect your particular needs and goals. Our clients benefit from personal attention and knowledgeable advice from staff that will help you navigate today’s complex global financial markets.

Team

Peter Gottlieb, Chairman & Chief Executive Officer, North Star Financial Services Corp.; President, North Star Investment Management Corp.

Peter has over 34 years of experience in the financial industry. In addition to working with individual clients and families, Peter acts as portfolio manager for the North Star Micro Cap Fund, the North Star Dividend Fund, the North Star Bond Fund, the North Star Opportunity Fund and the North Star Small Cap Value Fund. Peter has served as the treasurer of a number of charitable and political organizations, and as a director of a Chicago-area bank, a publicly traded business development company, and a community hospital. Peter holds a Certified Trust and Fiduciary Advisor designation and earned his B.B.A. from the University of Michigan Ross School of Business. Peter and his family live in Chicago.

Eric Kuby, Chief Investment Officer, North Star Investment Management Corp.

Eric has over 40 years of experience serving both individual and institutional clients. As Chairman of the Investment Committee, Eric is responsible for overseeing the firm’s various investment strategies. Eric acts as portfolio manager for the North Star Micro Cap Fund, the North Star Opportunity Fund, the North Star Bond Fund, the North Star Dividend Fund and the North Star Small Cap Value Fund. Eric holds an M.B.A. in Finance as well as a B.A. in Economics from The University of Chicago. Eric and his family live in Lake Forest, Illinois.

Brad Cohen, Chief Equity Strategist & Senior Portfolio Manager

Brad has over 30 years of financial industry experience. In addition to working with individual clients, Brad acts as portfolio manager for the North Star Opportunity Fund and the North Star Bond Fund. Previously he had 13 years of security experience as a member, specialist, and trader on the Chicago Stock Exchange. Brad graduated from the University of Maryland and received his J.D. from Marquette Law School. Brad and his family live in Highland Park, Illinois.

Eric Papenhagen, CFP® Vice President, North Star Family Office

Eric has 25 years of experience in the financial services industry. He provides customized, comprehensive family office services which includes developing and confirming financial plans and investment strategies, reviewing investment performance, acting as a fiduciary liaison, and administering complex financial situations for High Net Worth individuals and families. Eric began his career in retail banking with NBD Bank and quickly transitioned within the parent organization to Trust & Asset Management with American National Bank/Bank One/JPMorgan Chase. Since 2004 and until joining North Star in 2020, Eric worked in Wealth Management for MB Financial Bank (now Fifth Third) most recently as Senior Vice President and Managing Director of Investment Advisory Services. Additionally, he also served as a Relationship Manager and/or Senior Investment Advisor for High Net Worth clients during his entire tenure with the bank. Eric earned his M.B.A. from DePaul University’s Kellstadt Graduate School of Business as well as his B.A. in Economics from the University of Michigan. He is also a Certified Financial Planner (TM). Eric and his family live in Downers Grove, Illinois.

Harry Petruleas, Vice President, North Star Family Office

Harry has over 27 years of experience in the financial industry. In addition to working with individual clients and high net worth families, Harry acts as a Vice President for the North Star Family Office. He has experience in trust and estate administration as well as all aspects of financial planning experience that he practiced while working at Mid City National Bank, US Bank and MB Financial Bank, where he specialized in providing a broad range of financial services to families with multi-generational wealth. Harry has a Series 65 license and has received a Bachelor of Science in Business from North Park University and an MBA from Lake Forest Graduate School. Harry and his family live in Arlington Heights, Illinois.

Heather Kaplan, Director of Trust, Estate and Banking Administration

Heather Kaplan has over 30 years of trust, estate, investment, and private banking experience at American National Bank and Trust Company of Chicago, Bank One N.A., BNR Partners, LLC and now North Star Family Office. She has managed several key relationships and coordinated the delivery of a broad range of financial services. She reviews complex trust/estate situations, as well as analyzes the private banking needs of our clients, including loan strategies. Heather received a Bachelor of Arts from Vanderbilt University and an MBA from the Kellstadt Graduate School of Business at DePaul University. Heather currently lives in Los Angeles with her husband and two daughters.

Sharon Egan, CFP Director of Financial Planning

Sharon has over 20 years in financial services, much of that in the banking industry, with positions at Bank of America, Chase Bank, and ABN Amro Bank, as a commercial lender, product specialist, and consultant for training. In 2005 she left banking and joined Mickey Lefton as a financial planner, and in 2010 they both joined North Star Investment Management Corp. Her work centers on the issues of women and people who are interested in making financial decisions that support life goals. This includes education for clients and encouraging them to increase their knowledge of financial issues. Sharon was chairman of the board for the FPA Illinois in 2014, is an instructor at Northwestern University, and speaks to groups around Chicago advocating financial literacy. Designations: Certified Financial Planner, Insurance licenses, MBA from Indiana University.

Dana Cahan, Vice President, North Star Investment Management Corp.

Dana is a financial professional with over two decades of experience in comprehensive wealth management and family office services. Dana’s extensive experience and commitment to holistic personalized financial solutions have made her a trusted advisor in the wealth management industry.

Dana holds a J.D., as well as an MBA from the Chicago Booth School of Business, a Series 65, and is a Certified Private Wealth Advisor® professional.

Dana lives in Glencoe with her husband and three boys.

Address: Civic Opera Building, 20 N. Wacker Drive #1416, Chicago, IL 60606, USA

Phone: +1 312 580 0900
FAX: +1 312 580 1058
Email :info@nsinvest.com