Alex J. Brusda

Analyst-Equity at

North Star Asset Management, Inc.

Finance

Commercial Services

Consumer Services

Profile

Mr. Alex J.
Brusda is a Vice President & Portfolio Manager at North Star Asset Management, Inc. He joined NSAM in June 2015.
Prior to joining NSAM, Mr. Brusda was an Audit Manager at KPMG LLP in Chicago where he worked for six years.
Mr. Brusda graduated from the University of Wisconsin-Madison with a BBA Degree in Accounting in 2008 and a Master of Accountancy Degree in 2009.
He is a Certified Financial Planner professional, a Certified Public Accountant and holds a commission as a Notary Public within the state of Wisconsin.

Alex J. Brusda active positions

Companies	Position	Start
North Star Asset Management, Inc. North Star Asset Management, Inc. Investment ManagersFinance NSAM is a long-term investor that tailors each client portfolio to meet their specific needs and objectives through a combination of high quality, consistent growth companies and investment grade fixed income securities. The firm’s equity approach focuses on identifying and investing in consistent growth companies at reasonable prices, which offer above average total return potential. Their fixed income approach focuses on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. They strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility.	Analyst-Equity	2015-05-31

All active positions of Alex J. Brusda

Former positions of Alex J. Brusda

Companies	Position	End
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Corporate Officer/Principal	-

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Linked companies

Private companies	3
North Star Asset Management, Inc. North Star Asset Management, Inc. Investment ManagersFinance NSAM is a long-term investor that tailors each client portfolio to meet their specific needs and objectives through a combination of high quality, consistent growth companies and investment grade fixed income securities. The firm’s equity approach focuses on identifying and investing in consistent growth companies at reasonable prices, which offer above average total return potential. Their fixed income approach focuses on identifying and investing in companies with investment grade rated debt to avoid excessive credit risk. They strive to avoid excess interest rate risk and reinvestment risk through duration management and look to maintain adequate liquidity to ensure flexibility.	Finance
KPMG LLP KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services	Commercial Services
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services