Daniel is responsible for the administration of all shareholder IRA accounts. Dan holds both the CRPS and CISP retirement plan certifications. Previously, he worked for State Street Bank and Trust as a Corporate Actions Specialist and BNY Mellon as the IRA Supervisor in UIT Shareholder Services. Dan lives in Norton, Massachusetts with his family and has been with Northeast since 2006.
Karen is responsible for the administration of all non-IRA shareholder accounts. She processes redemptions and transfers, account maintenance, daily ACH transmissions, mail and supply ordering for the Trust and answers shareholder phone calls. Previously she worked for Boston Financial Data Services and Northeast Investors Growth Fund and has over thirty years of customer assistance experience. Karen lives on the South Shore of Massachusetts with her family and has been with Northeast Investors Trust since 2008