Northeast Retirement Services (NRS) offers customized solutions to asset managers and asset owners providing institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions.

Finance

Northeast Retirement Services

Northeast Retirement Services' headquarters in Woburn, MA, United States

Chris Hulse

Tim McKerrow

Peter Lyons

Freddie J.

Chris Ellis

Freddie Jacobs

Vincent Manning

The Finance and Accounting team at Northeast Retirement Services is responsible for managing the company's financial operations, ensuring compliance with regulatory standards, and providing accurate accounting services for institutional clients. This team oversees budget planning, financial reporting, and audit processes while supporting strategic initiatives through sound financial practices and effective resource allocation. Additionally, they play a crucial role in donor accounting services and maintaining the financial integrity of various funds and asset management solutions.

Finance and Accounting

The Leadership Team at Northeast Retirement Services is responsible for guiding the strategic direction of the company, ensuring compliance with regulatory standards, and overseeing financial operations. This team, composed of top executives, collaborates to develop innovative solutions for asset managers and owners, while driving organizational growth and operational efficiency in the institutional transfer agency and fund accounting services.

Leadership Team

This department manages financial records and reporting for investment funds.

Accounting Department

This department oversees regulatory compliance and supports client service operations.

Compliance and Client Services

This department ensures adherence to laws, regulations, and internal policies to mitigate risks and uphold ethical standards.

Compliance Department

This department provides high-level administrative support to executive management, facilitating effective organizational operations.

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Northeast Retirement Services

Org chart

Teams

Finance and Accounting

Leadership Team

Accounting Department

Compliance and Client Services

Compliance Department

Executive Administration

Offices

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Northeast Retirement Services

Org chart

Teams

Finance and Accounting

Leadership Team

Accounting Department

Compliance and Client Services

Compliance Department

Executive Administration

Offices

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