OUR STORY

Founded in 1990, NorthStar has always been at the forefront of the socially responsible investing field. Our firm began with a sophisticated screening method to add responsible companies to our clients’ portfolios and keep the problematic ones out. We began with screens such as avoiding companies with military contracts, nuclear involvement, or participants in environmental degradation, but soon screens were not sufficient.

As the economy grew and 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. Within a decade of our founding, we began our shareholder activism campaigns which have now become integral to NorthStar’s perspective and strategy.

Learn More About NorthStar's History

1990:

NorthStar is founded in Boston, MA with a dedicated focus on socially responsible investing and making social change.

1993:

NorthStar began to focus more attention on the shareholder proxy process in an effort to hold large companies accountable for their behavior. NorthStar published the first NorthStar Proxy Voting Guide — the first booklet of its kind.

2000:

NorthStar filed its first shareholder proposal — engaging Household International about the risks of predatory lending.

2013: 

NorthStar started offering an integrated capital focus to our clients, including an official “outside investments” department. During this year, NorthStar also became a permanent presence in the Jamaica Plain neighborhood of Boston by securing a building in the heart of the community.

2016:

NorthStar became a Certified B Corp, joining a community focused on verified social and environmental performance.

2020:

NorthStar celebrated 30 years of service to our clients and achieving our 250th company engagement.

Careers at NorthStar

NorthStar offers a diverse workplace that is committed to making true change in society through our work as investors.

Visit our Careers page for details on open positions.

CLIENT FOCUSED TEAM

Julie manages the Client Service team by overseeing day-to-day client operations and working to enhance client relationships.

Julie Barthelemy

Director of Client Service
Leslie is a Senior Investment Advisor at NorthStar who works to further our commitment to the development of Integrated Capital.

Leslie Christian, CFA

Senior Investment Advisor
As Senior Client Service Associate, Alex takes on a greater leadership presence within the Client Service team, including leading client service projects. Alex will continue to be a primary point of contact for day-to-day client needs, managing client accounts, handling inquiries, processing transactions, and maintaining accurate client data.

Alex Dorfman

Senior Client Service Associate
Jeremiah is an Investment Advisor who helps our clients make complex financial decisions with clarity and confidence, without compromising their ethics.

Jeremiah Gallington

Investment Advisor
Julie Goodridge is a pioneer in the field of socially responsible investing and founded NorthStar in 1990.

Julie Goodridge

Founder & CEO
Corita Miles Joined NorthStar in November 2024 as our Client Service Administrator. Over the next few months, Corita will be working with Client Services to integrate Salentica, our new CRM system, and Orion, our new portfolio accounting system, to support the day-to-day client operations.

Corita Miles

Client Service Administrator
Paige Ryan
Paige Ryan joined NorthStar in 2022 after four years in comprehensive financial planning. As an Investment Advisor, Paige believes listening is the foundation of her role and her relationships with clients.

Paige Ryan, CFP

Investment Advisor
Lizzie manages the day-to-day operations of all client communications and requests.

Lizzie Sanderson

Senior Client Relationship Associate

PORTFOLIO MANAGEMENT, RESEARCH, AND ACTIVISM TEAM

Nimrit is our Chief Investment Officer, helping NorthStar serve clients via integrative and effective portfolio management.

Nimrit Kang, CFA

Chief Investment Officer
Madison is an Activism & Impact Research Analyst at NorthStar Asset Management, Inc., where she helps lead the firm’s shareholder activism initiatives. Her work includes engaging directly with portfolio companies and conducting in-depth financial and ESG research to further NorthStar’s mission of promoting equity and accountability through investment.

Madison Krieger

Activism & Impact Research…
Leah Neff is an Investment Research Analyst at NorthStar, working closely with the Portfolio Management, Research, and Shareholder Activism team to support the management of client portfolios and to conduct social and financial analysis of both public equities and outside investments.

Leah Neff

Investment Research Analyst
Whitney conducts due diligence and engages with our portfolio companies on a wide range of social issues that fall into NorthStar’s core five focus areas.

Whitney Nguyen, CFA

Director of Impact Research
Tenzing provides support to the investment research and portfolio management process.

Tenzing Tashishar

Investment Research Analyst

OPERATIONS TEAM

Michelle joined NorthStar in 2022 as its Chief Operating Officer, bringing over 20 years of experience in the financial services industry serving both institutional and high net worth clients.

Michelle Graham

Chief Operating Officer
As Office Manager & Communications Specialist, Amber ensures smooth daily operations at NorthStar’s headquarters and manages communications, including LinkedIn engagement, client emails, the quarterly client letter, and RFP project management.

Amber Moore

Office Manager & Communications…
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

Senior Systems & Data…

CONTACT US

PHONE
  • 617.522.2635
  • 617.522.3165
EMAIL
PRESS
OFFICE ADDRESS
MAILING ADDRESS
  • P.O. Box 301840, Boston MA 02130

AFFILIATIONS