Company History

Company History 2018-05-08T14:01:00+00:00

Company History

2013
March 25

The North Star Dividend Fund is converted to a mutual fund.

March 25

Elaine Scroggins joins North Star.

March 25

Total client assets exceed $1 billion for the first time.

2014
March 25

The North Star Bond Fund is launched.

March 25

William Richards joins North Star and establishes North Star Family Office.

March 25

Allen Berg joins North Star.

March 25

Shannon Sandler joins North Star.

March 25

Heather Kaplan joins North Star.

2015
March 25

Vanetta Brown joins North Star.

March 25

Andrew Eisenberg joins North Star.

2016
March 25

June Popio joins North Star.

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