Whitney Nguyen, CFA

Shareholder Activism and Investment Research Specialist

About Whitney

Whitney originally joined NorthStar in 2020 as part of the Investment Research team and has since expanded her role to also support NorthStar’s shareholder activism and engagement efforts. Within the Investment Research team, Whitney identifies new investment opportunities and provides coverage of current portfolio companies. On the Shareholder Activism team, Whitney helps create positive social change by engaging with portfolio companies on a wide range of social issues that fall into NorthStar’s five core focus areas: race & gender, economic inequality, human rights, environmental justice, and corporate governance.

Prior to NorthStar, Whitney was a Senior Investment Analyst and Investment Consultant at River and Mercantile Solutions where she managed portfolios for institutional pension plans and advised on 401(k) plans. At River and Mercantile, Whitney served on the firm’s ESG Committee where she helped the firm sign up to the UNPRI, receiving an A+ rating in its inception year as well as helped define the firm’s ESG investment criteria and sustainability efforts. She holds a B.S. from Northeastern University and is a CFA charterholder.