Northeast Investment Management Inc

Christopher Harris is a CFP® professional with four years of experience in the financial advisory industry. He has worked at Northeast Investment Management, Inc. since 2018 and previously spent two years at Loring, Wolcott & Coolidge. Based in Boston, MA, he is part of a nine-advisor team at Northeast Investment Management. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, emphasizing diversification, client-specific risk management, and formal trading oversight.

John Lawrie is a CFA® charterholder with 12 years of experience in the financial industry. He has been with Northeast Investment Management, Inc. since 2007. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines high account minimums with a broad range of fee-for-service estate and administrative offerings and manages approximately $2.94 billion with a team of nine advisors.

Nancy Mulligan is a CFP® with 17 years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. She has been with the Northeast group and its affiliated entities since 1999, holding roles across investment management and growth fund operations. Northeast Investment Management, Inc. provides discretionary and non-discretionary advisory services to individuals, families, trustees, family offices, charitable institutions, and small businesses, emphasizing diversification, client-specific constraints, and formal trading oversight. The firm combines high account minimums with a range of estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Colin Molloy is a CFA® charterholder with six years of experience at Northeast Investment Management Inc. He has prior experience at Northwestern Mutual Investment Services LLC, George Doran, Adam Baur, and Michael Raposa. Northeast Investment Management, Inc. advises individuals, families, trustees, executors, family offices, charitable institutions, and small businesses on portfolios totaling approximately $3.27 billion. The firm offers discretionary and non-discretionary portfolio management with an emphasis on diversification and ongoing monitoring, providing estate-planning and trustee services within its investment counsel relationships.

Daniel Costa is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Northeast Investment Management Inc. since 2003. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and charitable institutions. The firm combines investment counsel with estate-planning and trust-related services, managing approximately $2.94 billion with a focus on diversification, client-specific constraints, and formal trading oversight.

Justin Oates is a CFP® professional with six years of industry experience, currently serving at Northeast Investment Management, Inc. in Boston, MA. He has been with the firm since 2011. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions, with a focus on diversification and client-specific constraints. The firm combines high account minimums with estate and administrative services and manages approximately $2.94 billion with a small advisory team.

Robert Kane is a CFP® professional with nine years of experience in financial advising. He has been with Northeast Investment Management, Inc. since 2013. Based in Boston, MA, he operates within a firm that serves high-net-worth individuals and institutions. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services primarily to clients with account minimums of $3 million. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed oversight procedures.

James Murphy is a CFP® professional with six years of industry experience. He has worked at Northeast Investment Management, Inc. since 2019 and previously held roles at BNY Mellon, N.A. and Choate Hall & Stewart LLP. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, and institutions. The firm combines portfolio management with estate-planning and trust-related services, emphasizing diversification, risk management, and detailed trade oversight.

John Francini Jr. is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Northeast Investment Management, Inc. in Boston, where he has worked since 2003. He holds a Series 63 license and is part of a nine-advisor team at the firm. Northeast Investment Management, Inc. provides discretionary and non-discretionary investment advisory services to high-net-worth individuals, families, trustees, family offices, charitable institutions, and small businesses. The firm combines investment management with estate-planning and trust-related services, emphasizing diversification, client-specific constraints, and formal trading oversight.