OUR LEGACY
North Shore Private Asset Management is a full-service money management firm, serving wealthy individuals and families as well as select institutions since 2004. The firm originated as a multi-family office for a select group of clients residing on Chicago's "North Shore". The firm's founder, Dave Melsheimer continues to serve this key market segment as President & Chief Investment Officer. North Shore continues to provide unique investment solutions to our legacy clients, their families and descendants. As well, our institutional clients benefit from our developed investment expertise and legacy in generational wealth management.
Welcome to North Shore Private Asset Management
North Shore has three senior investment professionals who manage our client's portfolios. Dave Melsheimer serves as President & Chief Investment Officer. Mark F. Saran is an Executive Vice President with the firm. Mark offers a wealth of experience and expertise from his many years as a trusted financial advisor. As well, William N. Gregg serves as Senior Managing Director of Fixed-Income. Bill possesses significant portfolio management experience and acts as Head of our Fixed-Income management services. Having known each other for many years, our three senior advisors provide a strong investment team for our clientele. Together, they possess over ninety years of investment experience.