Mickey Lefton
Gestionnaire de Portefeuille-Actions chez North Star Investment Management Corp.
Profil
Mr. Milton G.
Lefton is a Managing Director of Financial Planning at North Star Investment Management Corp.
He has over 30 years of industry experience and assists clients in financial planning and acts as an investment adviser for their portfolios.
From 1979 to 2012, he was founder and president of Asset Financial Services, Inc., a financial planning and investment management firm in Chicago working with individuals, and small business owners and their family members.
He has served as a board member of numerous charitable organizations, a private real estate development firm, and a government-licensed SBIC.
He received his undergraduate degree from the University of Illinois.
He also holds CFP and Illinois Insurance Licenses.
Postes actifs de Mickey Lefton
| Sociétés | Poste | Début |
|---|---|---|
North Star Investment Management Corp.
 North Star Investment Management Corp. Investment ManagersFinance North Star Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | Gestionnaire de Portefeuille-Actions | 01/04/2012 |
Formation de Mickey Lefton
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
North Star Investment Management Corp.
North Star Investment Management Corp. Investment ManagersFinance North Star Investment Management Corp. (North Star) is a SEC-registered investment advisor firm headquartered in Chicago, Illinois. The firm was founded in 2003 and is a subsidiary of North Star Financial Services Corp. North Star offers its advisory services to individuals, pension and profit sharing plans (which include ERISA plans), trusts, estates, charitable organizations, and corporations or other business entities. The firm also provides investment advice to the North Star Mutual Funds, which are open-end mutual funds registered under the Investment Company Act of 1940 and to state or municipal government entities. | Finance |
