Northstar Asset Management, Inc. logo

Northstar Asset Management, Inc.

Updated today

Client assets under management

$640,944,838

Clients

169

64% high-net worth

Advisors

7

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

24

Very Low

Average account size

$3,792,573

About

NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations seeking portfolios aligned with socially responsible objectives, providing discretionary and non-discretionary portfolio management, outsourced CIO (OCIO) services, donor‑advised fund advisory, and sub‑advisory relationships. The firm manages roughly $806 million in client assets with a seven-advisor team operating out of six offices and also accepts sub‑advisor and wrap‑program assignments from other investment firms.

The firm’s investment approach integrates a six‑pillar socially responsible framework (racial and gender equity, economic inequality, human rights, environmental justice, and corporate governance) with a core‑satellite structure that uses ETFs and direct indexing for core beta and a concentrated 40–50‑name global equity sleeve held with a multi‑year horizon. Portfolios routinely include outside investments such as community loan funds, private equity and mission investments when suitable, employ targeted shareholder activism, and may use an external sub‑adviser for custom indexing and tax‑efficient portfolio construction.

Notable distinctions relative to many peers include a formal claim of GIPS compliance with independent verification, participation as an outside manager in a sponsored wrap fee program, and use of a third‑party custom indexing sub‑adviser for tax‑aware strategies. The firm also publishes periodic materials (including a Social Change and Activism annual report), offers educational seminars/workshops, discloses third‑party ratings and performance information, and has moved toward broad‑based employee equity ownership and B‑Corp and PRI commitments.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Socially responsible investing, shareholder advocacy, budgeting, sub-advisor, ocio services

Expertise

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,000 - $25,000,000: 0.75% $25,000,001+: Negotiable

Other

Account minimum: $5,000,000

Main office location

Northstar Asset Management, Inc.

2 Harris Avenue

Boston MA 02130, United States

Number of offices

6

Most active in

California · District of Columbia · Massachusetts · Minnesota · Missouri · Nebraska · New Hampshire · New York · Pennsylvania · Rhode Island · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jeremiah G

Series 63, Series 65

Boston, MA

Northstar Asset Management, Inc.

Jeremiah Gallington is a financial advisor at Northstar Asset Management, Inc. in Boston, MA, holding Series 63 and Series 65 licenses with 12 years of industry experience. His prior roles include positions at Cable Hill Partners, LLC, Fisher Investments, and Natixis Global Asset Management. Northstar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm emphasizes discretionary portfolio management aligned with five social and environmental pillars and offers a range of services including sub-advisory and outsourced chief investment officer arrangements.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Leslie C

CFA®, Series 63, Series 65

Seattle, WA

Northstar Asset Management, Inc.

Leslie Christian is a CFA® charterholder with 27 years of industry experience and has been with Northstar Asset Management, Inc. since 2012. Prior to joining Northstar, she operated her own advisory firm, Leslie E Christian, LLC, from 2013 to 2016. Based in Seattle, WA, Christian holds Series 63 and Series 65 licenses. Northstar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations with a focus on socially responsible investing. The firm’s investment approach centers on five social and environmental pillars and combines discretionary portfolio management with shareholder engagement and tailored client portfolios.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Nimrit K

CFA®

Berwyn, PA

Northstar Asset Management, Inc.

Nimrit Kang is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at NorthStar Asset Management, Inc. Prior to joining NorthStar, Kang worked at Coho Partners, MissionSquare Retirement, and DuPont Capital Management. Kang serves on the Board of Directors for Philadelphia Health Partnership and is an Investment Committee Member for the Delaware County Community Foundation. NorthStar Asset Management provides discretionary portfolio management and advisory services to individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm’s investment approach centers on five social and environmental pillars and combines public equities with non-public investments, offering tailored portfolios alongside sub-advisory and outsourced CIO services.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Alexandra D

Series 65

St Louis, MO

Northstar Asset Management, Inc.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with a Series 65 designation and three years of industry experience. Prior to joining NorthStar, she worked at Bottom Line and held roles in education and nonprofit organizations, including Masa Israel Teaching Fellows and the Illinois Holocaust Museum & Education Center. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm offers discretionary portfolio management with an emphasis on social and environmental pillars, combining client priorities with financial needs through a global equity strategy and shareholder engagement.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Paige R

CFP®, Series 66

Charlottesville, VA

Northstar Asset Management, Inc.

Paige Ryan is a CFP® with four years of industry experience, currently serving as a financial advisor at Northstar Asset Management, Inc. She has worked at Ameriprise Financial Services, LLC since 2018 and previously was involved with Common Ground Healing Arts. Ryan serves on the Board of Directors for Common Ground Healing Arts. Northstar Asset Management specializes in socially responsible investing for individuals, high-net-worth families, trusts, and nonprofit organizations. The firm combines discretionary portfolio management with tailored client portfolios that focus on social and environmental priorities across public equities, fixed income, and alternative investments.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Tenzing T

CFA®

New York, NY

Northstar Asset Management, Inc.

Tenzing Tashishar is a CFA® charterholder at NorthStar Asset Management, Inc. in New York, NY, with six years at the firm since 2020. Prior to joining NorthStar, Tenzing attended Mount Holyoke College from 2017 to 2021. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across multiple asset classes and integrates social and environmental priorities into client portfolios, with specialized services including sub-advisory and OCIO arrangements.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Tuyet N

CFA®

Boston, MA

Northstar Asset Management, Inc.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")