Our Team
At Northstar, our principals and portfolio managers have technical experience in equity and fixed income management, investment tax management, portfolio distribution management and portfolio risk management. We also have a team of dedicated support professionals who are here to help make your financial life easier. We pride ourselves on our personal approach to client service and responding promptly to our clients’ requests. We encourage you to learn more about our individual team members by reviewing their biographies below.
Frederick B. Taylor
President and Co-Founder
Bob Van Wetter
Co-Founder, COO and CCO
Dan McGilvray
Senior Research Associate and Portfolio Manager
Cynthia Sack
Portfolio Manager
Rachel Kibble
Business Manager and Compliance Administrator
Jackie Mendoza
Client Account Administrator
Scott Myers
Client Account Administrator