Director of Client Services

Julie leads NorthStar’s Client Service team, where she strengthens client relationships and ensures seamless operations. Since joining in 2019, she has streamlined systems, built bridges with custodial banks, and championed client needs with precision and care.

Outside of work, Julie is passionate about financial empowerment in underserved communities — helping people understand their current circumstances, spend with intention, and recognize the long-term impact of every dollar.

Senior Investment Advisor

Leslie advances  the firm’s Integrated Capital approach — aligning client values with investments that address the global risks of our time. She helps clients look beyond traditional markets by researching private companies, nonprofits, and funds with socially responsible missions.

A pioneer in socially responsible investing, Leslie co-founded the Women’s Equity Mutual Fund, Portfolio 21, and Upstream 21, and served as President and CEO of Portfolio 21 Investments. She continues to lead in the field through board and committee work focused on equity, housing, and sustainability.

Senior Client Service Associate

Alex is a key member of NorthStar’s Client Service team, serving as a primary point of contact for day-to-day client needs and account management. She leads client service initiatives, collaborates with Advisors and Relationship Managers, and helps streamline communication and efficiency across the firm.
Since joining NorthStar in 2023, Alex has stepped into a leadership role within the team, bringing a sharp eye for detail and a strong commitment to enhancing the client experience. Her Series 65 license reflects her dedication to serving clients with high professionalism and care.

Investment Advisor

Jerry brings extensive investment experience to NorthStar, having led fundraising for equity, fixed income, and alternative strategies before transitioning to advising private clients directly. Jerry’s work focuses on developing a deep understanding of our clients’ needs, consistently pursuing their interests, and continually leveraging our resources and expertise to their benefit.

Dedicated to equity beyond the firm, Jerry is actively involved in improving financial literacy within underserved local communities.

Founder & Chief Executive Officer

Julie is a pioneer in socially responsible investing, with a career spanning four decades. She founded NorthStar Asset Management in 1990 to create a progressive model of wealth management rooted in activism and justice.

As CEO, she works directly with every client, provides financial planning expertise, drives major investment decisions, and leads all shareholder activism efforts. Julie’s leadership continues to define NorthStar’s role at the forefront of values-driven investing.

Investment Advisor

Paige joined NorthStar in 2022 after four years in comprehensive financial planning. She believes intentional listening is the foundation of every client relationship. Her goal is to ensure portfolios are values-aligned and reflective of each client’s objectives, timelines, and ethics.

Her path to socially responsible investing began after protesting white nationalist rallies in Charlottesville in 2017, when she committed to using her professional work to help dismantle the racial wealth gap. At NorthStar, she is grateful to align her clients’ portfolios with this mission and other urgent issues of our time.

Senior Client Relationship Associate

Lizzie has dedicated more than a decade at NorthStar to building trusted client relationships, ensuring every request is handled with care, accuracy, and efficiency. She works closely with the Investment Advisors and Client Service Team to handle all client requests..

Her passion for social justice extends beyond the firm. Recognized as Mentor of the Year by Boston nonprofit Apprentice Learning in 2024, Lizzie has co-led annual financial literacy workshops for local youth, helping to equip the next generation with tools for financial empowerment.

Chief Investment Officer

A 25-year veteran of the investment industry, Nimrit Kang is a leader in portfolio management and equity research with deep expertise in implementing ESG strategies. At NorthStar, she directs the firm’s investment strategy, integrating social and environmental analysis into security selection, asset allocation, and shareholder activism. Her insights have made her a trusted voice on national platforms like Bloomberg and CNBC.

Her expertise in portfolio management and research was honed over two decades at firms like Coho Partners, MissionSquare Retirement, and DuPont Capital Management. Deeply committed to community impact, Nimrit serves on boards and investment committees of several Philadelphia-area nonprofits, leveraging her expertise to align capital with mission and values.

Activism & Impact Research Analyst

Madison helps lead NorthStar’s shareholder advocacy, engaging directly with portfolio companies and conducting in-depth financial and ESG research to advance equity and accountability through investing.

A former elementary school teacher, she witnessed firsthand how systemic inequities affect children and families — an experience that inspired her to pursue an MBA at Babson and shift into finance with the goal of addressing injustice at a broader scale. She brings both academic rigor and lived perspective to her work, and outside of NorthStar she enjoys time with family, friends, and her cats.

Investment Research Analyst

Leah supports NorthStar’s Portfolio Management, Research & Shareholder Activism team with in-depth social and financial analysis of both public equities and outside investments. She plays a key role in managing client portfolios and ensuring strategies align with NorthStar’s Six Pillars.

She joined NorthStar in 2023 after working as a co-op at a MedTech consulting firm and earning her BSBA in Finance from Northeastern University. Outside the office, Leah finds energy in reading and staying active outdoors.

Director of Impact Research

Whitney leads NorthStar’s shareholder activism and corporate engagement program, driving portfolio companies to adopt responsible and equitable corporate practices through dialogue, shareholder proposals, and coalition building. She spearheaded Drinking From an Empty Cup, a white paper exposing the hidden water demands of artificial intelligence that equips investors to hold tech companies accountable.

A CFA Charterholder, Whitney previously managed institutional portfolios and shaped ESG strategy at River and Mercantile Solutions, guiding the firm to an inaugural A+ UNPRI rating. A passionate advocate for women in finance, she mentors emerging leaders through Northeastern University’s Women in Finance initiative.

Equity Research Analyst

Tenzing contributes to NorthStar’s Equity Research, Portfolio Management, and Shareholder Engagement teams, delivering fundamental financial and social analyses of public equities.. She began her NorthStar journey in 2021 as a Shareholder Activism and Research Associate and has since co-authored Drinking From an Empty Cup, a groundbreaking white paper on the hidden water demands of artificial intelligence and their impact on communities.

A proud Tibetan-American and CFA Level III candidate, Tenzing is deeply committed to advancing human rights — one of NorthStar’s core pillars. Her early work with The Food Bank for NYC, The Tibet Fund, and the New-York Historical Society shaped her passion for community impact and advocacy.

Chief Operating Officer & Chief Compliance Officer

Michelle oversees NorthStar’s operations, drawing on more than 20 years of experience in financial services serving both institutional and high-net-worth clients. She is known for building and directing global teams, leading major initiatives, and implementing solutions that enhance both operations and client service.

Before joining NorthStar in 2022, Michelle spent a decade at Goldman Sachs, where she led onboarding teams in Asset Management and later served on the COO team for Public Equities, guiding acquisition integration and technology strategies for the Quantitative Investment Strategies desk.

Office Manager & Communications Specialist

Amber ensures NorthStar runs with clarity and care — from managing daily office operations and technology to overseeing client communications, account files, and key projects like the quarterly client letter and RFPs. She is often the first voice clients hear when they call, and she makes every interaction seamless and personal.

Since joining NorthStar in 2019 as a Receptionist & Office Assistant, Amber has grown into a trusted leader on the Operations team. She pairs her eye for detail with a deep commitment to service, and finds joy in community, reading, strength training, and baking with her family.