William A. Oates, Jr.	President Colby College, B.A.- 1965 Harvard Graduate School of Business Administration, M.B.A. - 1972 Bill, an advisor and trustee with more than thirty years experience managing investments for individuals, families and institutions, is a co-founder of Northeast Investment Management, Inc. He is currently a trustee of Colby College and the treasurer and life trustee of The Roxbury Latin School. He is a former trustee and board president of Groton School, Groton, Massachusetts. Bill is also the portfolio manager for Northeast Investors Growth Fund, a publicly held mutual fund. Bill and his wife have three grown daughters. He is interested in gardening (perennials), mountain climbing and photography.
Ernest E. Monrad	Senior Vice President Harvard College, A.B.- 1951 University of Virginia School of Law, L.L.B.- 1956 Ernie, a co-founder of Northeast Investment Management, Inc., has served as a trustee and valued advisor to many individuals and families for over forty years. He is currently trustee of Northeast Investors Trust and Northeast Investors Growth Fund, and a director of the New America High Income Fund. He is a member of the Massachusetts Bar and of the executive committee on the University Resources Harvard University. He is also chairman of the John Harvard Society at Harvard University. Over his professional career, Ernie 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	Senior Vice President Hartwick College, B.A. - 1979 Gordon 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, Gordon was an Assistant Vice President of State Street Bank & Trust Company.
Bruce Monrad	CFA - Vice President Harvard College, A.B. - 1984 (magna cum laude) Harvard Graduate School of Business Administration, M.B.A. - 1989 Bruce joined the firm in 1989. He is a trustee and portfolio manager of Northeast Investors Trust. Bruce is on the investment committees of St. Paul's School, the Isabella Stewart Gardner Museum and the Museum of Fine Arts (Boston).
Richard J. Semple	Vice President Boston University, B.A. - 1975 Suffolk University Law School, J.D. - 1980 Boston University Law School, LL.M. - 1982 Richard is chief compliance officer of Northeast Investment Management, Inc., as well as Northeast Investors Growth Fund and Northeast Investors Trust. Before joining the firm in 1993, he 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.
Robert B. Minturn	Senior Vice President, Treasurer, and Clerk Harvard College, A.B. - 1961 Harvard Graduate School of Business Administration, M.B.A - 1965 Fordham University School of Law, J.D. - 1978 Robert Minturn has over twenty years of experience as an investment advisor and trustee. He is also a trustee of Northeast Investors Growth Fund. In addition, he serves as a trustee of The Boston Home, Inc., and is a member of the Massachusetts and New York Bars. Robert has been with Northeast Investment Management, Inc., since its inception.
Neil W. Rice	Senior Vice President Trinity College, B.A. - 1967 Neil is a portfolio manager and professional Trustee with over forty years of experience investing funds for individuals, families and institutions. Neil joined the firm as a director in 2003 after twenty years as President of Rice, Heard & Bigelow, Inc., a private trust and estate firm he co-founded in 1983.
Thomas B. Moore	Vice President Bowdoin College, B.A. - 1980 Amos Tuck School of Business Administration at Dartmouth College, M.B.A. - 1987 Tom is a trustee and financial advisor for many individuals and families. Before joining the firm as a shareholder in 2003, he was a director and shareholder of Rice, Heard & Bigelow, Inc., a private trust and estates firm. Prior to this, Tom worked at Merrill Lynch as an operations manager and a financial analyst, and at Arthur Anderson and the The Boston Company as a systems consultant . He is a member of the Boston Estate Planning Council and serves as trustee on several charitable trusts. Tom enjoys cycling, kayaking and tennis.
John F. Francini	CFA-Vice President Trinity College, B.A. - 1991 John joined the firm in 2003 as a securities analyst and portfolio manager. 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.
Nancy M. Mulligan	CFP-Vice President Fairfield University, B.A. - 1989 Boston College, M.A. - 1993 Nancy helps individuals and families define their financial and investment goals and implement 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 also spent several years teaching history and economics. Nancy holds the Certified Financial Planner designation and a NASD series 6 and 63 securities license.
Pamela G. Kelley	Assistant Vice President Bridgewater State College, B.A. - 1986 Pam joined Northeast Investment Management in 1995, after working nine years for Northeast Investors Trust and Northeast Investors Growth Fund. Pam is responsible for accounts payable, accounts receivable, payroll and general ledger as it relates to Northeast Investment Management Inc., and Northeast Management and Research. Pam is a member of the Milton-Hoosic Club where she serves on the Admissions Committee. Pam enjoys outdoor sports, travel and family.
Daniel Costa	CFP - Director of Tax Planning Northeastern University, B.A. - 1991 Dan joined the firm in August 2003, and provides individual 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.
Tina M. Sullivan	Assistant Vice President Tina joined Northeast Investment Management in 1993 after working six years for Northeast Investors Trust. Tina implements system enhancements for Northeast Investment Management. Prior to this, she worked as a client relationship manager for Northeast Investment Management.
Joyce M. Jobe	Chaffey College, A.A. - 1973 Joyce, a California native, joined the Northeast team in 1982 as a temporary employee and shortly thereafter was hired as personal assistant to Messrs. Monrad and Oates. She has two cats and one grown daughter, who is an elementary school teacher. She has taken a variety of investment, legal and computer courses from schools in Massachusetts. Joyce's personal interests consist of dancing, gardening, decorating, boating and traveling.
Chapin Mechem	CFA University of Vermont, B. A. - 1994 Boston College, M.B.A. - 2001 Chapin joined Northeast Investment Management, Inc., in 2001, and began working for Northeast Investors Trust in 2003. Prior to joining the firm she worked as an executive recruiter for Russell Reynolds Associates.
Kelly Adrianse	University of California, San Diego, B.S. - 2001 Kelly, a native of Southern California, joined Northeast Investment Management, Inc., in 2001 as the receptionist. In June 2003, Kelly was promoted to client relationship manager. She enjoys photography and dancing.
Sara Harlow	Westfield State College, B.S. - 1999 Sara joined the firm in July 2003 and currently serves as a client relationship manager. Prior to this, she was a teacher in the Boston and Weymouth school systems. Sara has a degree in education and psychology.
Suzanne A. Schuler	University of Massachusetts Amherst, B.A. - 1998 Suzanne joined Northeast Investment Management in August 2005, serving as a client relationship manager after working five years for the Northeast Investors Trust and the Northeast Investors Growth Fund. Prior to this she worked at Federated Investors.