ABOUT US

At the outset, we designed a sophisticated screening method to keep responsible companies in the portfolio and keep the bad ones out (no military contracts, nuclear involvement or environmental degradation). But when market conditions argued for NorthStar to invest more broadly in large and mega-cap companies we needed to reevaluate the true impact that investors could have on social change merely by buying the best of the pack.

In 1993, NorthStar began to focus more attention on the shareholder proxy process in an effort to hold large companies accountable for their behavior. Initially we encouraged our clients to vote their proxies by publishing the NorthStar Proxy Voting Guide. This was the first booklet of its kind that helped clients cross-reference their stock holdings with pending social resolutions and vote according to their values. But then we began to vote proxies on behalf of our clients, leading to our work as shareholder activists.

Since 2000 we have sponsored resolutions on issues of predatory lending, executive compensation, equal rights, environmental practices, political spending and the human right to water. NorthStar is a leader in the shareholder activism field. We believe that when shareholders and the public are educated about an issue, they will be more likely to hold the company accountable for its actions and policies.

In 2013 we began offering an integrated capital focus to our clients, became a presence in Jamaica Plain, securing a building in the heart of the community, and began our financial literacy classes. 2015 marked our 25th year as wealth managers.

OUR TEAM

Our understanding of what SRI means and how it’s practiced has evolved dramatically over time. Our multi-faceted approach to creating real change digs deeply into the financial ecosystem to find ways we can act on behalf of our clients and ourselves to promote social change.

Julie Goodridge is a pioneer in the field of socially responsible investing. She was an early member of the Social Investment Forum in 1984, launched NorthStar Asset Management in 1990.

Julie Goodridge

Founder & CEO
Christine monitors the global economy and financial markets and shares responsibility with Julie Goodridge for setting strategy and participating in the day-to-day investment process.

Christine Jantz, CFA

Chief Investment Officer
Leslie is focused on the development of Integrated Capital, a new foundation and framework for portfolio management that accounts for the global risks of our time as well as the personal vision, values, and aspirations of each client.

Leslie Christian, CFA

Integrated Capital Specialist
Ivy joined NorthStar in 2015 to synthesize and expand our investment research process and enhance the work of the portfolio management team.

Ivy Jack

Head of Equity Research
Xinyi brought her considerable finance and quantitative skills to NorthStar in 2011.

Xinyi Wan, CFA

Research Analyst
Mari drives the shareholder activism arm of NorthStar, with the entire team in support of the firm’s work.

Mari Schwartzer

Assistant Director, Shareholder Activism,…
Clare supervises NorthStar’s client services team and ensures the investment team is aware of all client requests that impact the portfolio management.

Clare Ciervo, CFP®

Director of Client Relations
Lizzie manages the day-to-day operations of all client communications and requests.

Lizzie Sanderson

Client Services Coordinator
Eboné is the newest member of the Client Services team. She was hired in 2016 to work closely with Clare and Lizzie to fulfill client needs.

Eboné Monk

Client Services Intern
Nikki is responsible for all data reconciliation, ensures that all transactions executed by the financial custodian are completed accurately and she monitors the accuracy of trades.

Nikki Rivera

Systems and Data Analyst
Abi manages the day-to-day office operation, making sure NorthStar staff has the tools and materials they need to work at their best.

Abigail Shaw

Operations and IT Manager

Shaye McDonald

Shareholder Activism Intern

CONTACT US

NorthStar’s decades-long commitment to socially responsible investing and our thoughtful strategy of shareholder activism puts the firm out in front of many of today’s hot-button investment issues.

PHONE
  • 617.522.2635
  • 617.522.3165
ADDRESS