As a privately employee owned firm our process reflects our belief that sound investment advice stems from unbiased research and judgment that leads to strong results.


We remain singularly focused on providing comprehensive wealth management services. Therefore, our attention is undivided and our intentions are transparent.

Attention to Detail

Portfolio managers and associates work together to ensure that each relationship has an unparalleled client experience.

In Memoriam

Charles Warren Ormerod

1936 – 2021

All of us at NorthStar Asset Management mourn the passing of one of our founders, Warren Ormerod.


Warren began his career in 1960 when he joined Bankers Trust Company in New York City after graduating from Trinity College.  He eventually found his way to Continental Bank where his career focused exclusively on private wealth management.  After his retirement from Continental Bank, he united with colleagues to co-found NorthStar Asset Management, LLC in 2000. Warren dedicated the next eighteen years serving his long standing clients at NorthStar. Warren retired in 2018. He spent his remaining years consulting with his colleagues at NorthStar and enjoying time with his family.

Warren’s enthusiasm for his craft, clients and colleagues was an inspiration for all who knew him.

We unite in honoring his legacy of knowledge, dedication and integrity.


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We specialize in the individual management of assets for private clients, families, foundations, and endowments.

We are guided by the philosophy to position clients’ portfolios in an effort to protect and enhance their lifestyles.

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A Superior Experience

We believe investment performance and a great client experience go hand in hand and we strive to provide both at the highest level. All team members work together in an effort to ensure that each relationship has an uncommon level of personalized attention. We believe this is critical to best understand our clients’ objectives and enhances our ability to achieve the best possible outcomes.