Boston, MA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Northstar Asset Management, Inc.
Team
Firm-wide stats for Northstar Asset Management, Inc.
Clients per advisor
24 Very LowAvg AUM per client
$3,792,573 Very HighHNW client ratio
64% Very HighAbout
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.
Based on Northstar Asset Management, Inc.
Expertise
Based on Northstar Asset Management, Inc.
Location
2 Harris Avenue
Boston MA 02130
Advisors at this office
3
Advisors at this office
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, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cable Hill Partners, Fisher Investments, and Natixis Global Asset Management. Northstar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios focused on socially responsible objectives. The firm employs a six-pillar ESG framework combined with a core-satellite investment strategy that includes ETFs, direct indexing, and a concentrated global equity sleeve, managing approximately $806 million in client assets.
Julie G
Boston, MA
Northstar Asset Management, Inc.
Julie Goodridge is a financial advisor at NorthStar Asset Management, Inc. in Boston, MA, with 31 years of industry experience. She has been with NorthStar since 1990. Outside of her advisory role, she serves as a trustee of the Hyams Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across public equities, fixed income, and cash, integrating non-public investments and offering sub-advisory, OCIO, and donor-advised fund services, with an investment approach centered on five social and environmental pillars tailored to client priorities.
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.
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