Join us on October 18th to hear from several members of the North Star Asset Management Team, including Julie Coolidge, Founder and CEO; Nimrit Kang, Chief Investment Officer; Michelle Graham, Chief Operating Officer; and Ashley Cohen, Director of Outside Investments.
Julie Coolidge is Founder and CEO of North Star Asset Management and a pioneer in the field of socially responsible investing. She has been in the investment industry since 1983, including her role as an early member of the Social Investment Forum (now US SIF) in 1984. Julie launched NorthStar Asset Management in 1990, and today stands at the forefront of a more proactive approach to progressive wealth management. Through direct interaction with every client, Julie provides financial planning expertise, drives major investment decisions, and is the final word for all shareholder activism activities.
Julie was the lead plaintiff in the groundbreaking case Goodridge v. Massachusetts Dept. of Public Health which won equal marriage rights for same sex couples in Massachusetts, the first state in the U.S. to do so. In 2014, Julie was named one of the 25 Most Powerful Women in Finance by American Banker Magazine. She serves as a Trustee for the Hyams Foundation, a foundation focused on racial justice in Boston. Julie is also a former Chairwoman of the Board of the New World Foundation where she recently concluded a 17-year tenure and served in roles including Treasurer and Vice-Chair. Julie has an Ed.M. from Harvard.
Nimrit Kang is Chief Investment Officer of North Star Asset Management.
Nimrit joined NorthStar in August 2022 and is the firm’s Chief Investment Officer. Nimrit joined NorthStar to serve high net-worth clients and non-profit organizations via integrative and effective portfolio management by connecting social concerns to security selection, asset allocation, and activism. Nimrit works closely with the equity research, portfolio management, and client service teams to deliver highly personalized portfolios that integrate financial goals while upholding a commitment to social change and environmental sustainability. Prior to joining NorthStar, Nimrit was a partner, Portfolio Manager, and Director of Research at Coho Partners, a long-only investment manager with $10 billion in assets under management and advisement. While at Coho Partners, she championed the holistic integration of material environmental, social, and governance (ESG) perspectives across the research process and led the vision and end-to-end process design for the firm’s standalone ESG strategy. Before joining Coho in 2017, Ms. Kang was the Director of Research and Investment strategy for MissionSquare Retirement where she was responsible for leading manager research and due diligence and ongoing oversight across $10 billion AUM in multi-managed equity strategies. She also spent more than 10 years in various equity research and portfolio management roles at DuPont Capital Management.
Over the years, Nimrit has been involved with and served on the boards of various nonprofit organizations in the greater Philadelphia area. She currently serves on the Board of Directors and the Audit, Finance, and Investment Committee of the Philadelphia Health Partnership and Samuel S. Fels Foundation and Investment Committee of Salus University. She is a member of the CFA Society of Philadelphia and the CFA Institute and served as a board member for the CFA Society of Philadelphia from 2013-2016
Nimrit graduated magna cum laude from Virginia Tech with a Bachelor of Science degree in chemical engineering and received a Master of Business Administration from the Harvard Business School. Nimrit lives with her husband, two teenage children, and a golden doodle dog in the greater Philadelphia region.
Michelle Graham is Chief Operating Officer of North Star Asset Management. Michelle joined NorthStar in October 2022 as its Chief Operating Officer. She has over 20 years of experience in the financial services industry serving both institutional and high net worth clients. Michelle’s background includes building and directing teams from across an organization and globally, overseeing major initiatives, and redesigning workflows and practices. She has a commitment to bringing in tools and solutions that enhance operations and service has resulted in measurable outcomes. Throughout her tenures she has managed strategies yielding millions in sales, as well as millions in savings.
Prior to NorthStar, Michelle spent 10 years at Goldman Sachs primarily leading onboarding teams in Asset Management, where she focused on improving our client service through process improvements and technology efficiencies. In her last role at Goldman Sachs, she was on the COO team for the Public Equities team, where she was leading acquisition integration and technology strategies for the Quantitative Investment Strategies desk.
Michelle holds a BS in Accounting and Finance from Georgetown University and an MBA from Harvard Business School.
Ashley Cohen is Director of Outside Investments at North Star Asset Management.
Ashley joined NorthStar in 2021 and is NorthStar’s Director of Outside Investments. Ashley supports NorthStar’s clients in identifying investment opportunities for social and environmental progress outside of the public stock and bond markets. She has a particular expertise and emphasis on outside investments that advance equity in Black and Brown communities in the US.
Prior to joining NorthStar, Ashley worked in the sustainable and impact investment division of Cambridge Associates, where she conducted investment due diligence on impact investment funds including early stage venture, real assets, public equity, and fixed income and supported institutional investors on implementing and monitoring the financial and impact performance of investments. Ashley also co-authored reports regarding social equity investing to advise investors on aligning their portfolios with key social equity issue areas.
She holds a BA from Dartmouth College, where she studied Arabic and Middle Eastern Studies, and an MBA from Harvard Business School.
- Open to: all Harvard students and alumni
- Time: 6:00 – 8:00 PM
- Location: Mignone Center for Career Success, 54 Dunster St, Cambridge MA 02138