Broker Check

Our Team

Dave Melsheimer, CFA®

President & Chief Investment Officer

In 2004, Mr. Melsheimer founded North Shore Private Asset Management, LLC in order to provide investment management services to a select group of wealthy families. Dave is the architect of North Shore's investment philosophy. As Chief...
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Mark Saran, AAMS®, AIF®

Executive Vice President

Mark Saran is Executive Vice President of North Shore Private Asset Management. Mark has over thirty-years of experience in the investment business, and is responsible for managing investment portfolios for both individual and...
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William Gregg

Senior Managing Director - Fixed Income

Mr. Gregg has been and investment professional for over thirty years. He serves as Senior Managing Director and Head of Fixed Income Management for North Shore. Bill has held numerous leadership positions in fixed-income and investment...
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Christine Kelley

Senior Operations Manager

Christine (Chris) Kelley serves as a Senior Project Manager for North Shore Private Asset Management. Her responsibilities include project management and investment operations. Chris received a Bachelor's of Science from St. Norbert...
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Kathleen (Katie) Nolan

Investment Associate

Katie Nolan serves as an Investment Associate for North Shore. Mrs. Nolan possesses over thirty years of business experience. Her responsibilities include investment operations and client service. Katie received a BA in Communications...
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Vicki A. Zacher

Associate

Vicki Zacher serves as an Investment Associate for North Shore Private Asset Management. Her responsibilities include operations and client service for our investment advisory customers. She also is a general securities representative...
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Elizabeth M. Parsons

Senior Marketing and Technology Services Manager

Beth Parsons is a Senior Marketing and Technology Services Manager for North Shore Private Asset Management. Her responsibilities include marketing, website design and support. Her past experience includes project management for...
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CFA® Designation: To obtain the Chartered Financial Analyst® ("CFA®") certification, candidates must meet requirements in the areas of education, examination and professional conduct.  The education requirement can be met with one of the following: a bachelor’s (or equivalent) degree; four years of qualified, professional work experience; or a combination of college and work experience that totals at least four years.  Candidates must complete a graduate-level self-study program that includes curricula in the areas of ethics and professional standards, investment tools, asset classes, portfolio management and wealth planning, and they must successfully pass three course exams.  Chartered Financial Analyst® charter holders agree to abide by the CFA Institute Code of Ethics and Standards of Professional Conduct and its Candidate Responsibility Statement.

AAMS® Designation: Accredited Asset Management Specialist® (“AAMS®”) is a professional designation awarded by the College for Financial Planning to financial professionals who successfully complete a self-study program, pass an exam, and agree to comply with a code of ethics.  The self-study program covers several topics, such as the asset management process; investors, policy and change; risk, return and investment performance; asset allocation and selection; investment strategies; and taxation of investment products.  It also covers investment opportunities for individual retirement; investment considerations for small business owners; executive compensation and benefit plans; insurance products for investment clients; estate planning; and regulatory and ethical issues.  Students follow the course online and typically complete the program in 9 to 11 weeks.  To earn the qualification, students must then pass a final exam.

AIF® Designation: Accredited Investment Fiduciary® (“AIF®”) is a professional designation awarded by the Center for Fiduciary Studies.  The program covers topics regarding: sound investment management process grounded in industry best practices, understanding the basis for and benefits of fiduciary standards of excellence, identifying when an individual or organization may be deemed to have fiduciary status, identifying the legal standards that require fiduciaries to prudently manage investment decisions.  One of the following combinations of education, industry experience, and/or professional development is required to meet the experience requirement for the credential: Relevant experience is that which has been accrued in a non-clerical role within the financial services (or a related) industry: Either a minimum of two (2) years of relevant experience; a bachelor’s degree (or higher); and a professional credential, or a minimum of five (5) years of relevant experience; a bachelor’s degree (or higher) or a professional credential, or a minimum of eight (8) years of relevant experience.  The remaining requirements are for candidates to enroll in and complete the AIF® training, pass the AIF® examination, and satisfy the Code of Ethics and Conduct Standards. Designees must accrue a minimum of six hours of continuing education, annually.