The Carmon Group is pleased to announce David Mrosko has joined North Point as a Portfolio Manager
Cleveland, OH (May 31, 2022) – The Carmon Group is pleased to announce that David Mrosko has joined North Point Portfolio Managers. As a Portfolio Manager, David will use his broad experience to work closely with some of North Point’s longest-term clients to construct portfolios that meet their unique goals.
David brings over twenty years of experience into North Point Portfolio Managers. For the past seventeen years, he was employed by PNC Bank / Wealth Management as a Vice President & Senior Investment Advisor. David provided portfolio management services primarily to high-net-worth clients during his tenure with PNC. Prior to PNC, David was employed by FirstMerit Bank / Private Client Services as a Vice President & Portfolio Manager. His educational background includes an undergraduate degree in Business from Bowling Green State University coupled with an MBA from the Weatherhead School of Management at Case Western Reserve University. David also holds the Chartered Financial Analyst designation.
About North Point Portfolio Managers (www.nppmcorp.com): Co-founded by Diane Stack and Ronald J. Lang in 1999, North Point is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. The firm focuses solely on managing investments for a limited number of clients in a clear, consistent manner. The firm has a base of roughly 300 clients, with more than $900 million in assets under management.
Chris Calogeras was the search consultant managing this project. The Carmon Group is a Cleveland, Ohio-based, entrepreneurial, retained search firm. Our firm has a consistent track record for delivering the highest quality services which have a measurable and significant ROI on our clients’ businesses. We selectively partner with the best growth businesses throughout the United States.