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Our Team

Freddie Jacobs, Jr. Chief Executive Officer
Chris Ellis Chief Financial Officer
Sherri Kelly Chief Operating Officer
Vincent Manning Chief Development Officer
Diane Murphy Chief Compliance and Risk Officer
Tom Lombardo Senior Vice President, Donor Accounting Services
Peter Lyons Senior Vice President, General Counsel
Stuart Smith Senior Vice President, Senior Information and Technology Officer

Who We Are

NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets to over 650 clients.

Why Choose Us?

In an age of increasing complexities and pressures NRS provides specialized institutional services allowing firms to focus on core competencies, help protect margins, and deliver custom solutions to its clients. NRS offers an unmatched blend of in-depth ERISA expertise, outstanding client service, and proprietary technology to deliver services and solutions to the institutional marketplace. Services include Institutional Transfer Agency, Fund of Fund Administration, Fund Unitization, Participant Accounting, Master Trusts, and Trustee/Fiduciary Services.

Contact Us

Northeast Retirement Services, LLC
Address: 12 Gill Street, Suite 2600, Woburn, MA 01801
Phone:781-938-9595
Email: marketinginfo@nrstpa.com

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