The True Measure of Wealth

Wealth is so much more than an account balance or portfolio pie chart. At Northeast, we know the real rewards of life are the people you love, the experiences you cherish and the legacy you leave.

As investment managers, fiduciaries, tax specialists and financial planners, everything we do is driven by your personal and family priorities, over the next few months and the next few generations.

So, what’s important to you?

Services We Offer

The core of our business is the management of investment portfolios for our clients. However, we often provide additional services to meet the specific financial needs of the individual, family, trust or charitable entity. With a diverse staff that includes professionally designated security analysts, financial planners, tax specialists and trustees, supported by relationships with estate planning attorneys, insurance providers and others, we are able to assist clients with a wide range of financial decisions.

Investment Management

A custom-built portfolio that reflects your goals and risk tolerance

Fiduciary Services & Estate Planning

Thoughtful planning for future generations and management of trusts

Tax Filing & Guidance

Controlling tax exposure and preparation of annual tax returns

Financial Planning

Cohesive plans for retirement, education and charitable giving

Family
Office

Ongoing concierge-level management of financial tasks

Meet Our Team

Kelly A. Beatty

Data Analyst

Jenna L. Bertelmann

Assistant Vice President

Peggy G. Chen

Senior Business Analyst

Margo J. Collins

Client Relationship Manager

Daniel Costa, CFP®, EA

Vice President

Leslie A. Coughlin

Tax Specialist

Hailey J. Courtney

Tax Specialist

Laureen A. Davis

Data Associate

Megan Finnigan

Office Assistant

John F. Francini, CFA

Managing Director

Jared L. Ginnetty, CFA

Research Analyst

Elizabeth M. Hannon

Tax Administrator

Sara A. Harlow

Client Relationship Manager

Christopher Harris, CFP®, EA

Vice President

Robert M. Kane, CFP®, CTFA

Vice President

John R. Lawrie, Jr., CFA, CTFA

Managing Director

Garrett J. Leahy

Portfolio Assistant

Suzanne A. Letts

Client Relationship Manager

Richard G. Manoogian, MBA, MST

Managing Director

Colin P. Molloy

Portfolio Assistant

Thomas B. Moore, MBA

Director Emeritus

Nancy M. Mulligan, CFP®, CTFA

President

James W. Murphy, J.D., CFP®, AEP®

Vice President

Justin E. Oates, MBA, CFP®

Managing Director

Maureen K. Rego

Client Relationship Manager

Tina M. Sullivan

Vice President

Bernadette A. Ward

Client Relationship Manager
See All People

Northeast Investment Management, Inc. is a Boston-based registered investment advisor with over $2 billion in assets under management.

Perspectives