JOHN G. CARSON

Chief executive officer

(484)342-4200

John G. Carson, Mr. Carson is the Chief Executive Office and Senior Portfolio Manager at NorthStar Asset Management  Company, LLC with more than three decades of experience in the financial services industry.  John is responsible for managing the relationships of high-net-worth individuals, families, endowments and foundations.  He is also a member of the firm’s Investment and Compliance committees. 

Prior to joining NorthStar Asset Management, Mr. Carson was a Vice President at the Glenmede Trust Company. He also served as a Managing Director at Oppenheimer & Company and spent more than a decade with the Bank of America/Merrill Lynch as a Managing Director of Institutional Equity Sales. Earlier on, Mr. Carson held a similar position for Wertheim Schroder/Schroders PLC, prior to which he worked for Drexel Burnham Lambert.

Out of the office, Mr. Carson is a Director/Trustee of the Federated Hermes Inc. Complex, Pittsburgh, PA. He is also a member of the University of Notre Dame Advisory Council. In addition, Mr. Carson is active with numerous local charities and non- for -profit organizations. He has also been involved with Ernst & Young’s Entrepreneur of the Year program, serving on the judging panel.

KRISTEN HANNAN

Vice President

(484)342-4202

Kristen Hannan is Vice President and Senior Portfolio Associate at NorthStar. In addition, she oversees office administration. In her role, Kristen is responsible for partnering with portfolio managers in providing highly customized advice and service to clients. She works closely with the firm’s management team in guiding NorthStar’s daily operations and portfolio administration. Kristen brings more than three decades of experience in the financial service industry to NorthStar. Prior to joining the firm in 2000, she held similar positions at Schroder Wertheim & Company Inc., Donaldson, Lufkin & Jenrette and Pennsylvania Merchant Group.

PATRICIA GRUBE

Director of Technology

(484)342-4208

Trish Grube is NorthStar's Director of Technology and Senior Portfolio Associate. In her role, she is responsible for monitoring and servicing client relationships. Trish also provides technical and administrative support to the firm’s portfolio managers. Prior to joining NorthStar in 2014, Trish held similar positions in the healthcare and education industries. 

Trish holds a B.A. degree in Computer Science from LaSalle University.

MARY CANNON

Director of Marketing

(484)342-4209

Mary Cannon is NorthStar's Director of Marketing and Senior Portfolio Associate.  She directs the firm’s marketing initiatives focused on client acquisition and retention. Mary also works closely with the portfolio managers in integrating the firm’s strategic advertising and marketing efforts. 

She holds a degree in Business Management from Rowan University.

BILL KAELI

Vice President

(484)342-4200

Bill Kaeli is Vice President of Portfolio Management at NorthStar Asset Management Company, LLC. Bill is responsible for managing the relationships of high-net-worth individuals, families and foundations. He is also a member of the firm’s Investment and Compliance committees. Prior to joining NorthStar Asset Management, Bill was Vice President and Senior Relationship Manager at PNC Bank’s Wealth Management Group where he worked with high-net-worth families and individuals.  Bill spent more than 15 years at Bank of America / Merrill Lynch and was a Director in their Institutional Equity Sales and Trading Division.  He held a similar role at Oppenheimer & Co.

Out of the office, Bill lives in Center City Philadelphia with his wife and two children.  He volunteers time with several non-profit organizations and is especially interested in those that educate and promote philanthropy.  After earning his BA in History from St. Lawrence University, Bill continues to have a passion for studying history.  In his spare time, you can find Bill sailing on New Jersey’s Barnegat Bay.

BETH HARKINS

Director of Trading & Operations

(484)342-4205

Beth Harkins is NorthStar's Director of Trading & Operations and Senior Portfolio Associate. Her responsibilities include overseeing all equity and fixed income trading and portfolio operations. In addition, she also directly supports the portfolio managers in all areas of client management and portfolio administration. Prior to joining NorthStar in 2013, Beth worked in the non-profit and pharmaceutical industry. Beth earned a B.A. in Biological Sciences from DePauw University.