NorthStar — Progressive Wealth Management since 1990 Email Format
Financial ServicesMassachusetts, United States11-50 Employees
NorthStar is a financial services firm based in Boston, Massachusetts, that traces its origins to 1990 when it operated as a public equity and fixed income manager. Over time, it broadened its solutions to include shareholder activism, community investing, community engagement, and charitable giving as core elements of its active portfolio management process. It targets clients seeking investments aligned with social impact and aims to address concerns about the financial system by helping clients use their resources to effect change. As a smaller, regionally focused asset manager, it positions itself within the financial services industry by integrating traditional portfolio management with activism and community outcomes. In 2024, the firm was ranked No. 40 on CNBC's Financial Advisor 100.