William A. Oates, Jr.	PRESIDENT/INVESTMENT ADVISOR/TRUSTEE Colby College, B.A.- 1965 Harvard Graduate School of Business Administration, M.B.A. - 1972 Mr. Oates is an advisor and trustee with more than 40 years experience managing investments for individuals, families and institutions. He is a co-founder of Northeast Investment Management, Inc. and is the primary investment manager to the same. In addition, Mr. Oates has - since its inception - been the portfolio manager for Northeast Investors Growth Fund (a publicly held mutual fund). He is a current trustee of Colby College where he chairs the budget and finance committee and is a member of the Executive Committee. He is the treasurer and life trustee of The Roxbury Latin School and a former trustee and board president of Groton School, Groton, Massachusetts.
Ernest E. Monrad	INVESTMENT ADVISOR/TRUSTEE Harvard College, A.B.- 1951 University of Virginia School of Law, L.L.B.- 1956 Mr. Monrad is a co-founder of Northeast Investment Management, Inc and has served as a trustee and valued advisor to many individuals and families for over 40 years. He a long-time member of the Massachusetts Bar. He is currently trustee of Northeast Investors Trust and a director of the New America High Income Fund. He is a member of the executive committee on the University Resources Harvard University. Over his professional career, Mr. Monrad has been an officer, trustee or director of the Beaver Country Day School, Furman Lumber, Inc., Boston Security Analyst Society, Fessenden School, Simmons College, Gourmet, Inc., Boston Five Cents Savings Bank, Massachusetts General Hospital, The Harvard College Fund and the Museum of Fine Arts (Boston).
Gordon C. Barrett	INVESTMENT ADVISOR/TRUSTEE Hartwick College, B.A. - 1979 Mr. Barrett has over 20 years experience in the financial services industry. He joined Northeast Investment Management, Inc., in 1987, and serves as advisor and trustee to many individuals and families. He is an Executive Vice President of Northeast Investors Trust and of the Northeast Investors Growth Fund. Previously, Mr. Barrett was an Assistant Vice President of State Street Bank & Trust Company. Mr. Barrett is a portfolio manager for Northeast Investors Growth Fund and also serves as Chief Compliance Officer of Northeast Investors Growth Fund and Northeast Investors Trust, both publicly held mutual funds.
John F. Francini	INVESTMENT ADVISOR/TRUSTEE Trinity College, B.A. - 1991 Chartered Financial Analyst Mr. Francini joined the firm in 2003 as a securities analyst and advisor. Before joining the firm he worked for eight years in a similar capacity at Rice Heard & Bigelow Inc., a private trust company. Prior to that, John was an equities trader for Pershing Trading Company on the floor of the Boston Stock Exchange and a financial advisor at Prudential Securities. He is a Chartered Financial Analyst (CFA), a member of the Boston Security Analyst Society and the CFA Institute. He is also a graduate of the New England School of Banking at Williams College. In addition, Mr. Francini is a portfolio manager for Northeast Investors Growth Fund.
Thomas B. Moore	INVESTMENT ADVISOR/TRUSTEE Bowdoin College, B.A. - 1980 Amos Tuck School of Business Administration at Dartmouth College, M.B.A. - 1987 Mr. Moore is an advisor and trustee for many individuals and families, charities and foundations. He has over 20 years experience in financial services. Before joining the firm in 2003, he was a director and shareholder of Rice, Heard & Bigelow, Inc., a private trust and estates firm. He is a long-time member of the Boston Estate Planning Council and serves as trustee on several charitable trusts. In addition to his direct investment knowledge, Mr. Moore brings to the Company a broad industry background and diverse knowledge of financial services, having worked at Merrill Lynch, Arthur Andersen and the Boston Company/Mellon Bank.
Nancy M. Mulligan	INVESTMENT ADVISOR/TRUSTEE Fairfield University, B.A. - 1989 Boston College, M.A. - 1993 Certified Financial Planner Ms. Mulligan is an advisor on numerous accounts and is responsible for helping individuals and families define their financial and investment goals and implementing strategies to reach them. Prior to joining Northeast Investment Management in 1999, she worked at Wellington Management Company in the client relations division. She began her business career at Chase Private Banking as an Investment Associate. She holds the Certified Financial Planner designation and a NASD series 6 and 63 securities license. In addition, Ms. Mulligan is a portfolio manager for Northeast Investors Growth Fund.
Daniel Costa	INVESTMENT ADVISOR/TAX PLANNING PROFESSIONAL Northeastern University, B.A. - 1991 Certified Financial Planner Mr. Costa joined the firm in August 2003, and provides advisory and fiduciary tax services as well as tax planning. He began his career as an income tax specialist at State Street Bank and Trust Company before joining Rice Heard and Bigelow Inc. in 1996 as a tax advisor. He holds the Certified Financial Planner designation and is an Enrolled Agent licensed to practice before the Internal Revenue Service.
Robert B. Minturn	TAX & ESTATE PLANNING PROFESSIONAL Harvard College, A.B. - 1961 Harvard Graduate School of Business Administration, M.B.A - 1965 Fordham University School of Law, J.D. - 1978 Mr. Minturn has over 30 years experience as an investment advisor and trustee. He serves as a trustee of The Boston Home, Inc. and is a member of the Bars of Massachusetts and of New York in addition to the Federal District of Massachusetts and the Southern and Eastern Districts of New York. Mr. Minturn has been with Northeast Investment Management, Inc., since its inception.
Richard J. Semple	TAX & ESTATE PLANNING PROFESSIONAL Boston University, B.A. - 1975 Suffolk University Law School, J.D. - 1980 Boston University Law School, LL.M. - 1982 Before joining the firm in 1993, Mr. Semple practiced tax and trust and estates law with the firm Condit & Associates. He is a member of the Massachusetts Bar and was previously an Assistant Vice President of Boston Safe Deposit & Trust Company.
Richard G. Manoogian	CHIEF COMPLIANCE OFFICER Providence College, B.S. - 1985 University of Rhode Island, M.B.A. - 1992 Bryant University, M.S.T. - 2007 Mr. Manoogian joined Northeast Investment Management, Inc. in 2008 as their Chief Compliance Officer and is the company's Chief Financial Officer. He has 24 years of varied experience in the financial services industry which includes Project Management, Operations Management, Tax and Compliance. Before joining Northeast, he was the Director of Tax, IRAs and Benefit Payments processing with Investors Bank and Trust and was a Senior Project Manager with BankBoston.