About

About

Gemini was formed to provide financial institutions with access to multiple solutions for pooled investment products. We take the complexities out of entering new markets, and help advisors who are looking to challenge the status quo.
Our goal is to help investment companies expand distribution of strategies into channels that may not have previously been considered or thought possible. Gemini provides a single, integrated solution that supports the launching and servicing of mutual funds, hedge funds, ETFs, private equity funds, variable annuity trusts and state-sponsored 529 plans. We also offer customized structures designed to support the unique needs of pensions, endowments and foundations.

Explore a Recap of  2015 Highlights for the Gemini Companies

Learn more about The Gemini Companies by viewing the video below.

“At the Gemini Companies, we understand that the financial services industry is constantly changing. Our agility helps us to quickly adapt to industry-wide changes, and our experience helps investment companies meet the demands of an evolving marketplace.”

Andrew Rogers, Gemini CEO

Executive Team

Andrew Rogers
The Gemini Companies
Chief Executive Officer
Brian Nielsen
NLD
Chief Executive Officer
Kevin Wolf
Gemini
President
David Young
Gemini Hedge & Gemini Alt
President
Mike Wagner
NLCS
President
Bill Wostoupal
NLD & NorthStar
President & Executive VP of Sales
Alma Piscitello
Gemini & NLD
EXECUTIVE VICE PRESIDENT, STRATEGIC ADVISOR SERVICES
Mike Nielsen
NLD
Chief Compliance Officer
Kristin McCann
Gemini & Gemini Hedge
SVP, Chief Compliance Officer
Victoria Adams
Gemini Alt
Chief Compliance Officer

Sales Team

Eddie Lund
The Gemini Companies
SVP, Business Development
Jace Schuppan
Gemini
National Sales Manager
Skyler Steinke
Gemini Hedge & Alt
VP, Business Development
Chris Walker
Gemini
VP, Business Development - West
Rom Beneche
Gemini Hedge
VP, Business Development
Paul Wick
Gemini Alt
Alternative Strategies Specialist
Mike Wooten
Gemini Alt
AVP, Business Development
Kyle Thorberg
Gemini
AVP, Business Development - Southeast

NorthStar Financial Services Group, LLC (NorthStar)

The Gemini Companies were built on innovation, excellence in service and client partnerships. Collectively, we have over 30 years of experience in the investment world and are backed by our parent company, NorthStar Financial Services Group, LLC.

The Gemini Companies

Pooled Investment Solutions

  • Mutual Fund Services
  • Hedge Fund Services
  • Managed Account Platform

CLS Investments

Asset Management

  • Risk Budgeting
  • ETF Strategist
  • Active Asset Allocation

Orion

Portfolio Accounting

  • Data Aggregation
  • Performance Reporting
  • Trade Order Management
  • Advisory Fee Billing

Northern Lights Distributors

Fund Distribution

  • Distribution Support
  • Marketing / Advertising Review

Northern Lights Compliance Services

Compliance Services

  • Chief Compliance Officers

Blu Giant

Edgar and Printing Services

  • Premier Industry Printer
  • Document Production

Constellation Trust

trust service by affiliate

  • Best In-Class Custody Administration Services