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Deals & People October 10, 2013
Northstar Adds Two Independent Advisers
Independent financial advisers Romaine Macomb and Theresa Donatelli joined independent adviser group office Northstar Wealth Partners (NSWP) alongside Ellie Kasimir, who will continue as the pair’s retirement plan coordinator.
Reported by John Manganaro
Together, Donatelli and Macomb carried nearly $800 million in advisory, brokerage and retirement plan assets to NSWP. The pair’s new responsibilities include advising primarily high-net-worth individuals, business owners, corporate executives and multigenerational families.
Both Macomb and Donatelli previously specialized in serving wealthy individuals, families, foundations and endowments. Each also has experience in the qualified retirement plan space, developing both plan- and individual-level advice.
The two work out of NSWP’s office in Old Saybrook, Connecticut, and conduct brokerage and advisory activities through investment management firm LPL Financial.