Matt’s banking career started in 2005, and in 2007 he joined North Shore Bank. Since that time, he has gained a wealth of knowledge through several roles here that lends to his success in his current role as VP, Private Banking, Retirement, & Insurance. Matt is a summa cum laude graduate from The College of St. Scholastica having received a Bachelor of Arts degree in Business Management and Accounting. In 2014, he successfully completed Boston University’s Certified Financial Planning Program. Matt prides himself on providing clients with an exceptional wealth management experience by using his depth of knowledge in all the various Retail, Commercial, and Investment services North Shore has to offer. Furthermore, Matt enjoys sharing his knowledge with staff members that are currently developing in their roles. Matt serves on the board of North Country RIDE.

Jeff started with North Shore Bank in 1984 and has served in various positions within the Trust Division since 1991. As a Vice President and Senior Trust Executive, Jeff's clients, professional associates and team members are continually drawing from his extensive knowledge and background in trust administration. Jeff also serves as the Trust Division Compliance Officer. A graduate of the University of Minnesota-Duluth, the Cannon Trust School, the Cannon Trust Investment School, he is a Certified Trust and Fiduciary Advisor (CTFA) as well as a Certified Public Accountant -inactive. Jeff has devoted time to numerous non-profit and professional organizations and continues to give his time and talent in many ways to support and enhance our community. Jeff also sings with the Duluth Superior Symphony Chorus.

Jena began her banking career with North Shore as a part time teller in 1990 and has since held several key positions within the bank ranging from lending to trust administration. Jena’s broad range of banking knowledge allows her to give clients a complete and well-rounded Wealth Management experience. Her attention to detail and genuine interest in her customers’ financial well-being makes her role in the Investments & Trust division a natural fit. Jena is a graduate of the University of Minnesota-Duluth, the ABA National Graduate Trust School, and is a Certified Trust and Fiduciary Advisor (CTFA). Jena’s commitment to improving our community is evidenced by her involvement in the many non-profit organizations she has worked with over the years. Currently Jena serves on the Executive Board of the Duluth Superior Eco Rotary.

Pat has been with North Shore for over 40 years and has spent most of her career in Trust Operations. Through the years Pat has acquired a broad and in-depth level of knowledge that is instrumental in the quality of our productivity and efficiency as it relates to system utilization. When opportunities lend her operational background to problem solving for her team members and our clients, she attains one of her greatest levels of job satisfaction. She has served on a number of non-profit boards and is currently on the Executive Committee for both the Duluth Lions Club and the Union Gospel Mission.

Prior to joining North Shore Investments & Trust in 2002, Tim’s extensive professional background included serving as an equity analyst for a hedge fund, a trust portfolio manager, and as an economist and futures analyst for the Chicago Board of Trade. Tim is a graduate of the University of Illinois at Chicago, with a Master of Arts degree in Economics and also a graduate of the ABA Trust Graduate School. Tim is proud to say that he works for his clients with only their best interest in mind. Tim devotes time to the Courage Kenny Rehabilitation Institute. Tim is also an adjunct instructor of Economics and Finance at the University of Minnesota Duluth.

Samantha joined North Shore Bank in 2004 and has served in a variety of roles including account administration. Her background in personal trusts, conservatorships, estates, IRAs and investment management accounts was a perfect segue into her current role where she is responsible for the operational administrative and client experience. Samantha is a graduate of the Duluth Business University, with an Associate's degree in Business Administration. She is a Certified Trust and Fiduciary Advisor (CTFA) and a graduate of the ABA National Trust School and ABA Graduate Trust School. Samantha serves as a board member on the Duluth Edison Charter School Legacy Foundation board and the St. Ann's Residence board.

Jacob joined North Shore Bank in 2009 and has held various positions within the bank including Retail Banker, Assistant Financial Manager and Trust Operations Risk Manager. His diverse financial background complements his current role as a Private Banking Executive. Jacob is a graduate of the University of Minnesota-Duluth, earning a Bachelor degree in Business Administration. In addition to his current duties as a Private Banking Executive, Jacob is certified as an Accredited ACH Professional (AAP).

Scott joined the team at North Shore Bank in 2022 where he focuses on Retirement/Financial Planning, IRAs, Investment Agencies, and 401(k) administration. Prior to North Shore Bank, he worked at an investment banking company as a Vice President of Investments where he specialized in building comprehensive financial plans. Scott is a graduate of the University of Wisconsin – Madison, where he holds a Bachelor of Science degree in Personal Finance with an emphasis in Financial Planning. Scott earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation in 2020.

Hilary joined the team at North Shore Bank in 2023 where she works directly with our private banking clients to help them achieve their financial goals. Hilary brings 30 years of experience in the banking industry to her role at North Shore Private Banking. Hilary’s roles in the industry include a variety of positions such as teller, bank manager, and mortgage originator. Hilary has been a Duluth Chamber Ambassador since 2011, and she is currently on the Realtors As Neighbors Foundation Board of Directors. Hilary is a 2013 Graduate of the Leadership Duluth program, and was a Steering Committee Member of Leadership Duluth, holding the position of Chair from 2018-2021. 

Alissa joined North Shore Investments & Trust in October of 2019 after previously working in Retail Banking. She is responsible for assisting in the administration of personal trusts, estates, investment management accounts, conservatorships, foundations, special needs trusts, non-profit accounts, and IRAs. She is knowledgeable in various trust instruments, and works closely with clients and their advisers to ensure that their financial goals are met. Alissa is a trusted resource for clients and is committed to providing the highest level of service and support.

Sam first joined the North Shore Bank Team in May of 2019 where he gained experience in our Business Banking and Retail Banking divisions prior to becoming a Trust Associate in 2021. Sam is responsible for assisting Trust Executives in the administration of personal trusts, estates, investment management accounts, conservatorships, foundations, non-profit accounts and IRAs. Sam earned a bachelor’s degree in finance from St. Scholastica.