SVP, Investments & Trust
What can we help you find today?
Jeff joined North Shore Bank in 2004, shortly after graduating from the University of Minnesota-Duluth with a Bachelor of Economics degree. Prior to his current role as VP, Investments & Trust, he served as the Trust Manager. He brings a strong leadership skillset to the day to day management of the division. He takes great pride in understanding the needs of each and every one of our clients and inspires a sense of unity within our team. He is a Certified Trust and Fiduciary Advisor (CTFA), a graduate of the ABA National Trust and National Graduate Trust School and Accredited Fiduciary Investment Manager (AFIM). Jeff serves on the board of directors for the Boys & Girls Clubs of the Northland and receives great satisfaction from his participation in the development of our area’s youth.
VP, Consumer Banking & Insurance
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, Consumer Banking & Insurance, which includes oversight of Retail and Private Banking as well as North Shore Insurance. Matt prides himself on his depth of knowledge in all of the services North Shore has to offer, which in turn helps his departments provide clients with an exceptional wealth management experience. Furthermore, Matt enjoys sharing his knowledge with staff members that are currently developing in their roles. 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 also serves on the board of North Country RIDE.
VP, Retirement Planning Executive
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.
Aili joined North Shore Bank in 2012 and has since gained a diverse background in a variety of areas including trust administration and the risk management of unique assets. In her current role, as a Trust Executive, Aili works one on one with clients to simplify and facilitate their trust and estate strategies. Aili is a graduate of the University of Wisconsin - Superior with a degree in Professional Studies, a graduate of the Cannon Financial Institute Trust School, and a Certified Trust and Fiduciary Advisor (CTFA). Aili is a 2023 Graduate of the Leadership Duluth program. Aili also serves as a board member and treasurer for the Duluth Edison Charter School Legacy Foundation.
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.
Megan joined North Shore Bank’s Investment & Trust department in June 2023 as a portfolio manager. Previously she worked as a financial advisor for Ameriprise Financial and Wells Fargo Advisors in Bismarck, ND.
Megan graduated from the University of Minnesota, Twin Cities with a bachelor’s degree in economics. She is a CERTIFIED FINANCIAL PLANNERTM professional and holds the Accredited Portfolio Management AdvisorSM designation.
Admin & Client Experience Manager
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 President of the St. Ann's Residence board of directors.
Retirement Planning Administrator
Karl joined North Shore Bank in 2024 as a VP Trust Executive, bringing with him a wealth of experience from his extensive career in the financial sector since 1987. Most recently, he served as Vice President and Senior Fiduciary Advisory Specialist, where he specialized in helping clients establish their personal financial goals and estate plans. Karl holds a Juris Doctorate from the University of Tulsa College of Law and a Bachelor of Science in Business Administration from the University of Arkansas. Additionally, he is actively engaged in the community through various organizations, including the Arrowhead Estate Planning Council, and he is the founder of the Duluth East High School Foundation.
Retirement Planning Administrator
Anthony joined the Investment and Trust department in 2024 as a Portfolio Manager. His previous work experience includes financial advising and investment research.
Anthony graduated from the College of St. Scholastica in Duluth, MN, with a bachelor’s degree in Economics. He is a CERTIFIED FINANCIAL PLANNER™ and holds the Chartered Retirement Planning Counselor designation.
Lucas oversees incoming clients' deposits, and assists with the administration of IRAs and other retirement accounts. Lucas also provides ongoing support to his department. Lucas is a Duluth native, and a graduate of the University of North Dakota where he earned a Bachelor’s of Business Administration in Finance. During his time at UND, Lucas worked in their Treasury Department and assisted in streamlining their accounting operations.
Miranda joined the North Shore Bank team in 2024 as a Trust Assistant. Miranda was born and raised in Texas, where she graduated from Texas Tech University with a Bachelor’s Degree in Business Administration. Miranda has a noteworthy background in customer service and is passionate about servicing the clients she works with.
Keely grew up in Superior and is a graduate of the University of Wisconsin Madison. There she earned a BA in Economics with a Mathematics Emphasis, and a BA in Spanish. Keely has excellent customer service experience and she is enthusiastic about ensuring a personalized and positive experience for her clients.
Retirement Solutions Executive
Christa joined North Shore Bank in November 2024 as a Retirement Solutions Executive. With a background as a Financial Advisor and leadership experience in the retail sector, she brings a diverse skillset and a strong commitment to helping clients meet their financial goals at every stage of life. Her dedication to customer service makes her a great addition to the team.
Christa holds a Bachelor’s Degree in Merchandising and Management from the University of Wisconsin-Stout. She is actively involved in her community, serving on the board of the Boys & Girls Clubs of the Northland and volunteering with local organizations, including the Minnesota Ballet and Union Gospel Mission.