Advisors at this firm
William K
Series 63, Series 65
Blue Bell, PA
Northstar Asset Management Company, LLC
William Kaeli is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PNC Bank, PNC Investments, and Oppenheimer & Co Inc. NorthStar Asset Management Company, LLC provides discretionary and non-discretionary portfolio management to individuals, businesses, charitable organizations, and retirement plans. The firm employs a growth-bias investment approach combining fundamental analysis with asset allocation optimization, actively monitoring portfolios and tailoring allocations to client objectives and risk tolerances.
John C
Series 63, Series 65, Series 66
Blue Bell, PA
Northstar Asset Management Company, LLC
John Carson is a financial advisor at Northstar Asset Management Company, LLC with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Glenmede Trust Company. Since January 2024, he has served as an Independent Director of the Federated Hermes Premier Municipal Income Board, a closed-end management investment company. Northstar Asset Management Company provides discretionary and non-discretionary portfolio management to individuals, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment approach combining fundamental analysis with asset allocation optimization and manages approximately $617 million in client assets as of December 31, 2024.
