Mickey Lefton
Portfolio Manager-Equities at North Star Investment Management Corp.
Profile
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.
Mickey Lefton active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/03/2012 |
Training of Mickey Lefton
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Linked companies
| Private companies | 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 |
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