1974

Michael Miola begins serving the investment industry in 1974. He spent five years with Coopers & Lybrand, now Pricewaterhouse- Coopers, where he specialized in the audit of mutual funds and brokerage firms.

1979

In 1979, Michael formed an accounting firm to provide consulting services to mutual funds and brokerage firms. The firm designed accounting processes for financial transactions, as well as provided audit services to mutual funds, hedge funds, and brokerage firms.

1983

American Data Services, Inc ("ADS") was founded by Michael in 1983. His goal was to design a mutual fund accounting system that would operate on PCs, which opened the industry to independent investment advisors without a large firm’s resources behind them.

1988

ADS, by 1998, was in the top 20 mutual fund service organizations in the U.S. servicing over 150 mutual funds with assets in excess of $6 billion.

1999

In 1999, Michael sold ADS and he retired in 2001. Not content to sit on the sidelines, in 2002, he formed NorthStar Financial Services Group, LLC, where he is co-chairman. NorthStar then repurchased ADS, which he renamed Gemini Fund Services, LLC.

2003

In 2003, Michael capitalized a new institutional broker/dealer "Silver Leaf Partners, LLC" to service the hedge fund industry.

2003

In 2003, Michael became Chairman of the AdvisorOne Series Trust, a group of mutual funds in the NorthStar umbrella with more than $1.3 billion in assets.

2004

NorthStar formed two additional subsidiaries in 2004. Northern Lights Distributors, LLC is a broker/dealer that distributes mutual funds as well as provides securities registration and compliance related services. Orion Advisor Services, LLC is a company which provides a proprietary mutual fund trading platform and performs all back-office administrative and operational services to investment advisors.

2005

In 2005 Michael and his partner in NorthStar, Patrick Clarke, formed and capitalized Constellation Trust Company to provide custody services for all of the assets under the NorthStar umbrella.

Michael Miola is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. Mr. Miola graduated Cum Laude from Fordham University’s College of Business in June 1974, with a Bachelor of Science degree.