The Partners
Every Northbridge engagement is led by a named partner who is personally responsible for the relationship. That partner does not change — not when the firm grows, not when the markets do.
Since 2003
Northbridge was founded in 2003 in a one-room office above the Greenwich Library, with a single conviction: that wealth management should be paid for once, fairly, and in the open.
We have stayed deliberately small. We accept no more than three new client families per year and we will not exceed sixty total relationships across the firm.
Independence, fiduciary obligation, and continuity are not slogans here. They are written into our engagement letter and audited annually under our SEC registration.
The Team
Charles N. Whitfield, CFP®
Founding Partner
Founded the firm in 2003 after sixteen years with a global wirehouse. Charlie advises founders mid-exit and multi-generational families on portfolio construction, tax-aware investing, and the governance work of preserving wealth across generations.
Elena R. Marchetti, CFA
Partner, Chief Investment Officer
Elena leads the firm’s investment committee and oversees portfolio construction, direct indexing, and our private-markets allocation program. Twelve years at a Boston-based pension consultant; eight at Northbridge.
David P. Okonkwo, CPA, CFP®
Partner, Tax Strategy
David brings in-house tax counsel to every client engagement. Formerly senior tax manager at a Big Four practice serving family offices; co-author of two published papers on QSBS planning under §1202.
Principles
I.
Markets reward owners. Owners hold.
II.
No proprietary jargon. Every fee, every position, in writing.
III.
The advisor who began the relationship is the advisor who is responsible for it — forever.