EXPERIENCE

John Hess brings over 30 years of experience in portfolio management and private investment counseling to the creative and highly personal approach of North Star Wealth Investors. A Senior Portfolio Manager with JPMorgan for 12 years, he managed relationships and portfolios totaling over $300 million. He was also a Managing Director of the Morse Williams Co. and a Vice President and Senior Portfolio Manager at Fiduciary Trust Co. International. He has a record of integrating diverse investment tools, including alternative investments, to help clients pursue their goals.

John’s experience in investment management is built on a foundation of 10 years in international banking with The Bank of New York/Irving Trust Co. For four years he was the bank’s Representative in Caracas, Venezuela. He was then appointed the Deputy Branch Manager for the bank in Milan, Italy where he served for 2 years. He returned to New York to manage a global unit conducting business with Central Banks and International Agencies. John later managed portfolios for all of The Bank of New York’s Latin American and Greek shipping clients. He speaks Spanish and Italian.

John received his BA in Economics from Bucknell University. He served the US Army as a 1st Lt and Resident Office Commander in Darmstadt, Germany. John lives with his wife in Darien, CT, where he is active in civic organizations: the Exchange Club of New Canaan, the Darien Rotary Club, and the Darien Sail and Power Squadron. Former member of several professional organizations including; the Association for Investment Management and Research (AIMR) and the New York Society of Security Analysts (NYSSA). Current member of the Financial Planning Association (FPA). John is a CERTIFIED FINANCIAL PLANNER^TM Professional and holds FINRA series 7 with LPL Financial and his series 66 with both LPL Financial and the Pinnacle Financial Group.

Falgun Jariwala has managed equity and bond portfolios for clients around the world. He began his career as an automotive industry analyst in Mumbai, India then moved to portfolio management at JM Financial, also in Mumbai. He immigrated to the United States in 1985. For over 25 years, he has managed portfolios for high net worth individuals, first at Bank of America (predecessor banks) and later with JPMorgan. His investors span the spectrum of multigenerational wealth to new business owners. Falgun brings special experience in technology and emerging markets to North Star Wealth Investors’ clients. 

Falgun earned his BS in Chemistry from the University of Mumbai. He lives with his wife and son in Stamford, CT.

Falgun serves on the board of a local not-for-profit and is a member of the Stamford Rotary Club. He holds FINRA series 7 with LPL Financial and his series 66 with both LPL Financial and the Pinnacle Financial Group. 

Andrew Hoffman has managed Equity, Fixed Income and Alternative Assets portfolios for individuals, Trusts and Foundations for over 30 years.

Andy joins North Star Wealth Investors, LLC from the HSBC Private Bank where he was a Senior Portfolio Manager and Senior Vice President from 2007 to 2019. He was a member of the Private Bank Investment Policy Committee, acted as the lead analyst for the Consumer Staples sector and created and managed the Investment Management team’s ETF and Closed End funds selection process. Andy began his career in 1986 at the JP Morgan Private Bank.

Andy is a graduate of The Hotchkiss School and holds a BA from Connecticut College. He is a Certified Financial Planner™ professional and holds FINRA Series 7 with LPL Financial and his Series 66 with LPL Financial and the Pinnacle Financial Group. Andy and his wife divide their time between New York City and Southport, CT.