Business Details
26 Years
experience
Trusted Financial Advisory Services in Blue Bell, PA
Northstar Asset Management has been delivering comprehensive wealth management solutions since 2000, prioritizing independence, transparency, and client-centric service. Our team of seasoned professionals, with an average of 30 years' industry experience, specializes in crafting personalized investment strategies for high-net-worth individuals, families, foundations, and endowments. We adhere to a philosophy of unbiased research and long-term capital preservation, ensuring each client relationship benefits from meticulous attention to detail and organizational stability.Our commitment to exceptional client experiences is demonstrated through direct collaboration with dedicated investment managers, eliminating standardized models in favor of tailored approaches. Guided by principles of protecting and enhancing client portfolios, we maintain a generational perspective on wealth management while fostering frequent dialogue to align strategies with evolving financial goals.
Services
Investment Management
Wealth Management
Portfolio Management
Customized Investment Programs
Strategic Asset Allocation
Capital Preservation Strategies
Client-Centric Advisory
Long-Term Investment Planning
Portfolio Monitoring
Tactical Repositioning
Details
- Year established: 2000
Highlights and features
- We offer 20+ years of experience in personalized wealth management.
- Our research-driven approach eliminates style biases in investment decisions.
- Clients benefit from direct access to dedicated portfolio managers.
- We maintain organizational stability with an average team tenure of 30 years.
- Our generational investment perspective prioritizes long-term capital preservation.
Services
Investment Management
Our investment management services focus on creating customized strategies that align with individual financial goals. We employ a research-driven approach across diverse asset classes, emphasizing long-term growth while maintaining risk-appropriate allocations. Clients benefit from continuous market analysis and proactive portfolio adjustments tailored to their unique circumstances.
Wealth Management
Comprehensive wealth management solutions address both immediate needs and generational objectives. We develop holistic strategies that integrate investment planning, tax-efficient structures, and estate considerations. Our approach emphasizes capital preservation while positioning portfolios to capitalize on market opportunities through personalized advisory services.
Portfolio Management
Custom portfolio management services combine strategic asset allocation with tactical adjustments based on market conditions. We maintain diversified positions across capital structures and regions, focusing on attractively valued assets with appreciation potential. Regular performance reviews ensure alignment with evolving client objectives and risk tolerances.
Strategic Advisory
Our strategic advisory services provide ongoing guidance for complex financial decisions. We offer expert analysis on wealth transfer, tax implications, and market trends through regular client dialogues. This service emphasizes transparent communication and data-driven recommendations to support informed decision-making for long-term financial success.
Customized Solutions
Customized investment solutions address specific client requirements through dedicated portfolio management. We develop individualized programs considering unique financial situations, risk profiles, and long-term objectives. This service emphasizes flexibility in strategy implementation while maintaining disciplined investment principles aligned with client priorities.
People
John G. Carson
Chief Executive Officer
John Carson leads NorthStar as CEO and Senior Portfolio Manager with over three decades of financial services experience. He oversees client relationships for high-net-worth individuals and institutions while serving on investment and compliance committees.
Kristen Hannan
Vice President
Kristen Hannan serves as Vice President and Senior Portfolio Associate with 20+ years of experience. She coordinates customized advisory services and manages daily operations while supporting portfolio administration functions for NorthStar clients.
Bill Kaeli
Vice President
Bill Kaeli manages portfolio relationships for high-net-worth families and foundations. With extensive institutional sales experience from PNC and Merrill Lynch, he contributes strategic insights to NorthStar's investment decision-making processes.
Mary Cannon
Director of Marketing
Mary Cannon directs NorthStar's marketing initiatives focused on client acquisition and retention. She integrates strategic advertising efforts while supporting portfolio management teams with business development expertise.
Beth Harkins
Director of Trading
Beth Harkins oversees equity and fixed income trading operations at NorthStar. With prior experience in non-profit and pharmaceutical sectors, she supports portfolio management through comprehensive trading execution and client service coordination.
Questions
What investment services do you offer?
We provide customized investment management, wealth planning, and portfolio management services for high-net-worth individuals and institutions.
How is your approach different from other firms?
Our independent structure allows unbiased research and personalized strategies without standardized models or quarterly performance pressures.
Do you work with out-of-state clients?
While based in Pennsylvania, we serve clients nationwide through direct portfolio manager engagement and digital communication tools.
How often do you review investment portfolios?
We continuously monitor client portfolios and conduct tactical repositioning when market conditions or client objectives warrant changes.
What experience does your team have?
Our portfolio managers average 30 years' industry experience with backgrounds at major financial institutions like Merrill Lynch and PNC Bank.
How do you charge for services?
Our fee structure is transparent and based on assets under management, with specific details provided during initial consultation.
