What departments does North Shore Wealth Management have?

North Shore Wealth Management has employees across 5 departments including Marketing, Business Development, Sales, Solutions Engineering, Information Technology.

What is the largest department at North Shore Wealth Management?

The largest department at North Shore Wealth Management is Marketing with 1 employees.

Where are North Shore Wealth Management employees located globally?

North Shore Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has North Shore Wealth Management's team size changed over time?

North Shore Wealth Management's team has remained stable from approximately 8 to 8 employees based on available data.

North Shore Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

North Shore Wealth Management operates within the financial services sector, and its name suggests a focus on wealth management activities. The firm is based in Plainview, New York, with a street address at 255 Executive Drive. It is a small team, reflecting a localized operation in the region.

The available information does not specify the firm's client base or the services it provides beyond the general classification of financial services. The company maintains a website at northshorewm.com for more information. No founding date is provided in the available materials.

North Shore Wealth Management Global Highlights

North America
15

United States Of America
15

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

North Shore Wealth Management's Leadership

A. G.
Vice President Investments
Mobile Phone
Email
J. F.
Head Of Online Content Marketing
Mobile Phone
Email
M. L.
Managing Partner
Mobile Phone
Email
E. D.
Managing Partner
Mobile Phone
Email
E. W.
Managing Partner
Mobile Phone
Email
J. D. R.
Managing Partner
Mobile Phone
Email
L. A. B.
Director Of Business Development
Mobile Phone
Email
J. B.
Sales Director
Mobile Phone
Email

North Shore Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from North Shore Wealth Management

Name

Title

Contact Info

Location

Last Update

M. L.
Managing Partner
Mobile Phone
Email
United StatesNew York
May 30, 2026
E. D.
Managing Partner
Mobile Phone
Email
United StatesNew York
Oct 03, 2024
E. W.
Managing Partner
Mobile Phone
Email
J. D. R.
Managing Partner
Mobile Phone
Email
United StatesWisconsin
Aug 07, 2025
A. G.
Vice President Investments
Mobile Phone
Email
UNITED STATES
Apr 05, 2023
J. F.
Head Of Online Content Marketing
Mobile Phone
Email
Oct 18, 2024
L. A. B.
Director Of Business Development
Mobile Phone
Email
United StatesNew York
Apr 16, 2026
J. B.
Sales Director
Mobile Phone
Email
Oct 24, 2024
V. K.
Director Of Implementation
Mobile Phone
Email
Oct 17, 2024
W. P.
Director Technology
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is North Shore Wealth Management known for?

North Shore Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 255 Executive Drive Plainview, New York 11803 United States; you can contact the main corporate office by phone at

+1-516-870-****

. Explore North Shore Wealth Management's company overview page for more information.

What is North Shore Wealth Management's most common email format?

North Shore Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more North Shore Wealth Management email formats with LeadIQ.

How many employees does North Shore Wealth Management have currently?

North Shore Wealth Management has approximately 9 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are North Shore Wealth Management's key employees and leadership?

As of May 2026, North Shore Wealth Management's key employees include:

Vice President Investments: A. G.
Head Of Online Content Marketing: J. F.
Managing Partner: M. L.
Managing Partner: E. D.
Managing Partner: E. W.

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North Shore Wealth Management Employee Directory

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