Cleveland, OH (June 12, 2026) – The Carmon Group is pleased to announce that Jeffrey Hertel has joined North Point as a Portfolio Manager. Jeffrey will be responsible for working with clients to provide personalized investment solutions designed around their financial goals.
Jeffrey brings approximately twenty years of functional experience to North Point. He was most recently employed with RMS Investment Corporation as a Senior Investment Analyst for the past six years. Earlier experiences included a Portfolio Management role with Clearstead, along with Investment and Equity research roles with PNC Capital Advisors and Waypoint Intelligence. Jeffrey has an undergraduate degree in Business Administration in Finance and Computer Information Systems from Kent State University along with a Master of Business Administration received from Cleveland State University. He is also a Chartered Financial Analyst (CFA) Charterholder as well.
About North Point Portfolio Managers (www.nppmcorp.com): For more than 25 years, North Point Portfolio Managers have been a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. Established May 1, 1999, North Point currently serves approximately 270 clients and their families and manage over 750MM in assets. The firm partners with a limited number of clients to provide personalized investment management designed to meet their unique goals.
Chris Calogeras was the search consultant managing this project. The Carmon Group is a Cleveland, Ohio based retained search firm that partners with growth-oriented organizations across the United States. Leveraging more than 30 years of experience and over 3,000 completed search projects, the firm specializes in identifying, attracting, and securing exceptional talent through a highly personalized, research-driven search process focused on long-term fit and measurable business impact.
Visit our website at www.thecarmongroup.com.
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