ABOUT US

Founded in 1990, we have almost three decades of experience in wealth management with a socially responsible focus. At the outset, we designed a sophisticated screening method to keep responsible companies in our clients' portfolios 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 ways investors could have true impact on social change when 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.

OUR TEAM

Our understanding of what socially responsible investing means and how it’s practiced have 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. Hover over each staff member for a short bio and click on each person's name for full details and contact information.

Julie Goodridge is a pioneer in the field of socially responsible investing. She was an early member of the Social Investment Forum in 1984, and 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 a Senior Investment Advisor with a focus 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

Senior Investment Advisor
Robert joined NorthStar in 2018. Robert has been a leader in socially responsible investing since 1967.

Robert Zevin

Senior Investment Advisor
Emily joined NorthStar in 2018 as an Investment Advisor and focuses on building client relationships.

Emily DeMasi

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

Mari Schwartzer

Director of Shareholder Activism…
Xinyi brought her considerable finance and quantitative skills to NorthStar in 2011.

Xinyi Wan, CFA

Senior Financial Metrics Research…
Lizzie manages the day-to-day operations of all client communications and requests.

Lizzie Sanderson

Client Services Coordinator
Morgan is the newest member of the Client Services team. She was hired in 2017 to work closely with Lizzie to fulfill client needs.

Morgan Anderson

Client Services Associate
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 NorthStar’s IT operations and cybersecurity, is a core member of the Compliance Team, and is responsible for purchasing supplies and services for NorthStar.

Abigail Shaw

Operations and IT Manager

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
OFFICE ADDRESS
MAILING ADDRESS
  • P.O. Box 301840, Boston MA 02130