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Portfolio Management Team

Sonya Lincolnhol Photo

Sonya Lincolnhol

Portfolio Manager
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Sonya has more than 15 years of financial markets experience, including positions in operations, trading, and asset portfolio management with the Bank of Montreal. Sonya received her B.S. in Economics from the University of Illinois. She is also a CFA Level III candidate and is currently in the MBA program at the University of Illinois.

Eric Kuby, MBA Photo

Eric Kuby, MBA

Portfolio Manager
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Eric has over 34 years of experience, serving both individual and institutional clients. Eric acts as portfolio manager for Durand Capital Partners, the North Star Micro Cap Fund, the North Star Opportunity Fund, and the North Star Dividend Fund. Eric is actively involved in the University of Chicago Men’s Basketball Program (former player & captain) and is philanthropic in other organizations including the Ariel Education Initiative. Eric holds an M.B.A. in Finance as well as a B.A. in Economics from The University of Chicago. Eric and his family live in Lake Forest, Illinois.


Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Advisory services offered through North Star Investment Management Corp. (NSIMC). a Registered Investment Adviser.  North Star Investment Management Corp. is not a subsidiary or control affiliate of MACC. 

 

Brad Cohen, JD Photo

Brad Cohen, JD

Portfolio Manager
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Brad has 25 years of financial industry experience. In addition to working with individual clients, Brad acts as portfolio manager for Durand, the North Star Opportunity Fund and the North Star Bond Fund. Previously he had 13 years of security experience as a member, specialist, and trader on the Chicago Stock Exchange. Brad graduated from the University of Maryland and received his J.D. from Marquette Law School. Brad and his family live in Highland Park, Illinois.


Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Advisory services offered through North Star Investment Management Corp. (NSIMC). a Registered Investment Adviser.  North Star Investment Management Corp. is not a subsidiary or control affiliate of MACC.