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Meet Our Team

Every investment professional at NorthStar Capital is dedicated to providing the very best service. We appreciate that you are considering NorthStar Capital as a provider for your investment services.

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William P. Rich

Founder & President

Bill Rich is the President of NorthStar Capital. He has decades of experience managing the accounts of major corporations, leading institutions, and wealthy individuals. Bill founded NorthStar in 1995 to bring to individual investors the kind of investment services generally offered exclusively to large institutions. Bill conducts investment research and manages investment portfolios for clients. 

During his career at State Street Research & Management Company, Bill served as President, Chief Operating Officer, Chief Investment Officer, Director of Research, and Investment Analyst. He has often been called upon for his industry expertise, having participated in numerous Industry Roundtable Discussions conducted by The Wall Street Transcript in addition to being listed in the "Best of the Buy Side" by Institutional Investor magazine.

Bill is a graduate of Dartmouth College and earned his MBA from the Harvard Business School. He is a Chartered Financial Analyst.

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Christopher J. Veneto

Vice-President

Chris Veneto is Vice President of NorthStar Capital. He has over 25 years of experience in the investment industry, managing account relationships for high net worth families and corporate executives. At NorthStar, Chris seeks to help clients preserve and manage their wealth through customized financial strategies. Chris is responsible for developing new business for NorthStar Capital and creating new avenues of distribution for our services. 

His financial experience began with Merrill Lynch as a Financial Consultant specializing in employee stock options. He broadened his experience by working as Financial Advisor with Smith Barney concentrating on separately managed accounts, as Vice President of Institutional Sales with FireFly Capital focusing on customized trading platforms for the buy side, and as Financial Consultant with TD Waterhouse providing unbiased financial solutions. 

Chris has earned the series 7, 63 and 65 licenses from the National Association of Security Dealers. He attended the University of Massachusetts, Dartmouth with a concentration in Electrical Engineering.

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Stephanie L. Haley

Compliance Administrator

Stephanie L. Haley is the Compliance and Operations Manager at NorthStar Capital. Her responsibilities include daily communications with our clients and with our custodian or broker representatives, often serving as liaison between the two.

 

Stephanie handles all of our account maintenance, including responsibilities such as transferring assets, tracking account activity, and compiling status reports on each account.

Stephanie is a graduate of Saint Anselm College and joined NorthStar right out of college.

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Jonathan M. Hahn

Quantitative Investment Analyst

Jonathan is the quantitative investment analyst for NorthStar Capital. His responsibilities include building financial models, developing impactful financial forecasting on developing markets, cultivating strategic partnerships with new investment opportunities, and optimizing overall business efficiency.

 

His leadership and people-oriented expertise began as the Cadet Battalion Commander for North Carolina A&T State University ROTC. He interned for NorthStar Capital during the summer of his Junior year of college, eventually committing to a full-time position. He commissioned as a Lieutenant into the Army Reserves in May of 2024.

 

Jonathan graduated from High Point University with a concentration in Business, Finance, and Military Studies. He is working towards earning his Series 65 to become a registered investment advisor.

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84 State St

Boston, MA 02109

617-723-3100

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