Meet The Team
PRESIDENT AND CO-FOUNDER
CO-FOUNDER, COO AND CCO
Fred co-founded Northstar Investment Advisors in 1995. His responsibilities include working with Northstar clients to build portfolios that meet their investment and income objectives and serving on the firm’s investment committee. He also leads Northstar’s business development efforts.
Fred began his investment career in 1984 on the municipal bond trading desk of Mabon Nugent in New York City. Over the next decade, he worked at various financial institutions analyzing, trading, and selling equities and fixed income investments to institutional and retail clients. This experience provided him with invaluable market knowledge and a keen ability to evaluate both equities and bonds.
He founded Northstar to provide an alternative to the traditional commission-based model of investment advising. Fred’s goal was to offer financial advice customized to meet an individual’s specific needs, free of any conflict of interest.
Fred has used his more than 30 years of investment experience to help some of Denver’s largest nonprofits improve their financial futures. He serves as treasurer and vice chairman for the Children’s Hospital Colorado Foundation and is chairman of the hospital’s investment committee. In addition, he was appointed to the CollegeInvest Board of Directors by Governor John Hickenlooper.
Fred is past board member and chairman of the investment committees of The Children’s Hospital Colorado Foundation, The Denver Foundation, the Colorado Zoological Trust, The Women’s Foundation of Colorado and Kent Denver School.
In recognition of his work with Denver’s non-profits, Fred was named a recipient of The Denver Foundation’s 2017 Philanthropic Leadership Award and was in the first class of the Denver Business Journal’s 40 under 40 Awards in 1997.
From 2008 to 2010, Fred served as an economic advisor to Colorado Governor Bill Ritter. He is also a member of the Colorado Forum, a collection of business leaders focused on critical policy issues facing the state.
Fred is a Colorado native and graduated cum laude from Middlebury College with honors in American History. He lives in Denver with his wife Claudia, and his stepdaughter Isabella. He has two grown children, Caroline and Moses, and a granddaughter, Ray.