Innovate. Disrupt. Win.
Years ago, when the hunt for a comprehensive portfolio accounting system that could meet the needs of a growing RIA turned up empty, we made it our mission to develop the best portfolio management software on the market. Today, that same passion for winning drives our quest to evolve and improve our platform, disrupt the status quo, and help financial professionals innovate beyond their traditional ways of thinking.
We’re driven to empower advisors with the freedom to be independent fiduciaries and the ability to enjoy their businesses again.
In everything we do, and everything we don’t, we commit to living our values.
Innovation isn’t simply the process of delivering exceptional technology solutions; it’s the promise to foster a culture that pushes the boundaries on what it means to add value to our advisors’ businesses.
The foundation upon which all of our relationships grow, trust is earned through our relentless devotion to integrity, security, and a commitment to aligning our actions with our promises.
Maintaining the ability to support the success of the financial professionals who rely on us requires a thoughtful and strategic investment in our technology, infrastructure, people, and processes.
Actions speak louder than words, so excellence is not just a goal we pursue, but the standard to which we hold ourselves for the technology we develop, the support we provide, the team we build, and the experiences we create.
Though we don’t expect perfection of ourselves or each other, we do demand accountability and a commitment to ownership and pride in our work, our attitudes, and our support for those with whom we work and serve.
Vice President, Human Resources
Julie's responsible for leading all hiring and human resources efforts for NorthStar and its subsidiaries. She brings experience leading HR functions in the retail, packaging, and technology in start-up, private-equity portfolio, and public business settings.
Board of Directors
Jonathan R. Baum
Executive Chair of the Board, NorthStar Topco, LLC
In 2013, Jonathan retired as Chairman and CEO of both The Dreyfus Corporation—a subsidiary of BNY Mellon—and Mellon Bank Securities Corporation. Having served as a C-suite executive for a number of financial institutions, including Scudder Investments and UBS PaineWebber, he brings the leadership and experience of a long and accomplished career to his role as Executive Chair of the Board. Jonathan holds a B.A. from Bucknell University.
President, Russell Investments
Vernon joined Russell Investments from Altß Partners, where he was a founding partner and has held senior or executive leadership positions with GlobeOp Financial Services, Citigroup Asset Management, and Bankers Trust/Deutsche Bank. Vernon earned both his B.A. and M.A. degrees in Economics from Cambridge University.
M. Roy Burns
Managing Director, TA Associates
Roy helps lead TA’s investments in financial services markets, previously overseeing Equity Investments at Davidson Kempner Partners and High Yield and Leveraged Finance at Banc of America Securities. Roy holds a B.S. from Washington and Lee University and an M.B.A. from the Stanford Graduate School of Business, where he was named an Arjay Miller Scholar.
CEO, Orion Advisor Services, LLC
Eric is the founder and chief executive officer of Orion Advisor Services. As an industry-recognized expert in portfolio accounting, Eric has written articles that have appeared in Investment News, The Journal of Financial Planning, ThinkAdvisor, and others. He earned a bachelor’s degree in accounting from Brigham Young University and an M.B.A. from the University of Utah.
Board Member, NorthStar Financial Services Group, LLC
Todd retired from NorthStar as Managing Director, following his roles as Sales Manager, Executive Vice President of Sales and Marketing, President, and CEO of CLS Investments. Todd received a B.S. in business management from Brigham Young University. He currently holds Series 7, Series 63, and Series 66 securities licenses.
Managing Director and Co-Head of Services Group, TA Associates
Todd is co-head of the North America Services Group and focuses primarily on investments in financial and tech-enabled services companies, and serves on the Board of Directors of DiscoverOrg, Evanston Capital Management, NorthStar Financial Services Group, Procare Software, and Russell Investments. Todd received a B.A. in politics from Princeton University and an M.B.A. from Harvard Business School.
Senior Vice President, TA Associates
Clara joined TA Associates in 2014 and is currently a Senior Vice President in the Services Group. She serves on the board of NorthStar Financial Services Group, is a board observer of Russell Investments, and works closely with BluePay Processing, Inc. Clara graduated summa cum laude, Phi Beta Kappa, with a B.S. in economics from Vanderbilt University and earned an M.B.A. from Harvard Business School.