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About Corita 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...
About Jerry Jerry joined NorthStar as an Investment Advisor in 2023 and brings more than a decade of asset management and private wealth advisory experience to the team. In his previous roles, Jerry successfully led fundraising for portfolio managers across equity,...
About Alex 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...
About Paige 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. Focused, intentional listening helps ensure...
About Julie Julie is the Director of Client Service, where she manages the Client Service team by overseeing day-to-day client operations and working to enhance client relationships. Since joining in fall of 2019 as a Client Services Associate, Julie has leveraged her...
About Lizzie Lizzie manages the day-to-day operations of all client communications and requests. She is the primary liaison to the firm’s financial custodian and she acts as the supervisor to our Client Services Associate. Together, they work diligently to ensure...
About Leslie Leslie is a Senior Investment Advisor at NorthStar who works to further the firm's commitment to 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...
About Julie Julie Goodridge is a pioneer in the field of socially responsible investing. She has been in the investment industry since 1983, including her role as an early member of the Social Investment Forum (now US SIF) in 1984. Julie launched NorthStar Asset...