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Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
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Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
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Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
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Our Experts

 
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Economists

 
 
Carl R. Tannenbaum

Carl R. Tannenbaum

Chief Economist
 
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Carl R. Tannenbaum

Carl R. Tannenbaum

Chief Economist
 
Carl Tannenbaum is the Chief Economist for Northern Trust. Prior to joining Northern Trust, Carl led a team at the Federal Reserve Bank of Chicago whose charter was to analyze financial risk, its implication for the broad economy and policy choices to address it. He served as the head of the entire Federal Reserve System's risk group in Washington for a year, working closely with Federal Reserve System Governors and senior officials.

Preceding his work at the Federal Reserve, Carl served as chief economist and head of balance sheet management at LaSalle Bank/ABN AMRO, where he worked for 24 years.

He received a bachelor's degree in finance and economics and a Masters of Business Administration degree from the University of Chicago. He is a past chairman of the Conference of Business Economists and also a past president of the National Association for Business Economics and the North American Asset/Liability Management Association.
Asha Bangalore

Asha Bangalore

Senior Vice President and Economist
 
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Asha Bangalore

Asha Bangalore

Senior Vice President and Economist
 
Asha Bangalore is Senior Vice President and Economist at The Northern Trust Company, Chicago. Prior to joining the bank in 1994, she was Consultant to savings and loan institutions and commercial banks at Financial & Economic Strategies Corporation, Chicago. Ms. Bangalore was a faculty member of the Department of Economics, Trinity College, Connecticut, during 1990-1992. She was graduated with a Bachelor of Arts degree from Bangalore University, India. She received Master of Arts and Ph.D degrees in Economics from the University of Connecticut. Ms. Bangalore is a member of the National Association of Business Economists and the American Economic Association.
Victoria Marklew

Victoria Marklew

Senior Vice President and International Economist
 
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Victoria Marklew

Victoria Marklew

Senior Vice President and International Economist
 
Victoria Marklew is a Senior Vice President at The Northern Trust Company, Chicago. She joined the Bank in 1991, and now heads the Country Risk Management unit, assessing country lending and investment risk around the world. Dr. Marklew has a B.A. degree from the University of London, an M.Sc. from the London School of Economics, and a Ph.D. in Political Economy from the University of Pennsylvania. She is the author of Cash, Crisis, and Corporate Governance: The Role of National Financial Systems in Industrial Restructuring (University of Michigan Press, 1995). She and her husband, Michael, reside in Jenkintown, Pennsylvania.
 
James Pressler

James Pressler

Associate International Economist: Asia and Middle East
 
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James Pressler

James Pressler

Associate International Economist: Asia and Middle East
 
Jim Pressler is a Second Vice President at The Northern Trust Company, Chicago. Mr. Pressler joined the bank in 1993, and since 1995 has been an economist in the Country Risk Unit, assessing country lending and investment risk around the world. With a general focus toward developing economies, Mr. Pressler specializes in China and the roles of the dominant Asian countries, and has spoken extensively on the topic. He received a B.S. degree in Statistics and Operations Research from the University of Illinois at Chicago.
Ieisha Montgomery

Ieisha Montgomery

Associate International Economist
 
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Ieisha Montgomery

Ieisha Montgomery

Associate International Economist
 
Ieisha Montgomery is an Associate International Economist at The Northern Trust Company, Chicago. Ms. Montgomery worked in client servicing and project management with Northern Trust Global Investments prior to joining the Country Risk Unit. Ms. Montgomery holds a Bachelor's degree in International Relations and Political Science from the University of Wisconsin-Madison, as well as a Master's degree in International Politics from the University of Manchester, UK. She currently monitors the Asia-Pacific, non-EU/Eastern Europe, and Sub-Saharan Africa regions.
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Asset Management - Senior Management

 
Stephen Potter

Stephen Potter

President, Asset Management
 
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Stephen Potter

Stephen Potter

President, Asset Management
 
Steve Potter is President of Northern Trust Asset Management. He is also Executive Vice President of Northern Trust and sits on the Corporation’s Management Group.

From 2001 until 2008, Steve was based in London and served as the Chief Executive Officer of Europe, Middle East and Africa overseeing all of Northern Trust's businesses in the region. He also served as Chairman and Chief Executive Officer of Northern Trust Global Services, Ltd. and Chairman of Northern Trust Global Investments, Ltd. He previously served in London as Segment Head of International and Global Fund Services.

Prior to moving to London, Steve served in Chicago as Managing Director of the Institutional Group within Northern Trust Asset Management. In this role he was responsible for global strategic planning, marketing, product development, client servicing and sales related to the institutional asset management business. Steve joined Northern Trust in 1982 and has 31 years of experience within the financial services industry.

Steve holds a B.A. in economics and history from Duke University and an MBA with concentrations in marketing and finance from the J. L. Kellogg Graduate School of Management at Northwestern University.

He is a member of the board and the executive committee of Rush University Medical Center. He also serves on the Duke University Trinity College Board of Visitors and the boards of the Solti Foundation, the CFA® Society of Chicago and the British American Business Council. He is a member of the Financial Services Roundtable, the London Capital Club, the Worshipful Company of International Bankers, the Economic Club of Chicago and the Chicago Commonwealth Club.
Shundrawn A. Thomas

Shundrawn A. Thomas

Head of Funds and Managed Accounts Group
 
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Shundrawn A. Thomas

Shundrawn A. Thomas

Head of Funds and Managed Accounts Group
 

Shundrawn A. Thomas serves as Executive Vice President, Head of Funds and Managed Accounts Group. He principally oversees the development, management and distribution of Northern Funds, Northern Institutional Funds and FlexShares Exchange Traded Funds as well as related business activities. He also oversees the Managed Accounts practice which provides investment advisory solutions to existing clients and financial intermediaries. His broad executive responsibilities involve developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.

Previously, Shundrawn served as President and Chief Executive of Northern Trust Securities, Inc., a wholly owned subsidiary of Northern Trust Corporation. In addition to his general management responsibilities, he was responsible for overseeing financial management and working with regulators including FINRA and the Securities and Exchange Commission. He also served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

Shundrawn received a B.S. degree in accounting from Florida A&M University and an MBA degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds FINRA series 7, 63 and 24 securities licenses. Shundrawn currently serves as a trustee for Wheaton College and as a board director of the Florida A&M University Foundation. Shundrawn is a member of the Economic Club of Chicago. His civic involvement has afforded him the opportunity to speak and lecture nationally on topics including leadership, strategy, investment management and professional development.

Jim McDonald

Jim McDonald

Chief Investment Strategist
 
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Jim McDonald

Jim McDonald

Chief Investment Strategist
 

Jim McDonald is an Executive Vice President and the Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds.

Prior to joining Northern Trust in 2001 as the Director of Equity Research, Jim was Director of Equity Research at ABN AMRO in New York and Chicago (1994-2000) and Equity Research Analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.

McDonald received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the State of Michigan.

 
Andrew S.C. Smith, CFA, CAIA

Andrew S.C. Smith, CFA, CAIA

CIO, Managing Executive, Asset Management, Canada
 
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Andrew S.C. Smith, CFA, CAIA

Andrew S.C. Smith, CFA, CAIA

CIO, Managing Executive, Asset Management, Canada
 

Andrew Smith is Managing Executive of Northern Trust Asset Management in Canada and Chief Investment Officer of the Asset Management Client Solutions group. Andrew leads efforts to understand investor needs, market themes and trends — and translates these into investment solutions built upon intelligent risk management and research. He has presented on investment strategy, investment process, investment due diligence, and investment risk management to audiences worldwide.

Andrew is a voting member of Northern Trust's Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is also a member of Northern Trust’s Canadian Investment Oversight Committee, Capital Markets Assumptions, Hedge Fund, and Private Equity Oversight Committees. Andrew also serves as Chairman of the Board, CEO, and President of NT Global Advisors, Inc., the Canadian Asset Management subsidiary of Northern Trust.

Andrew has extensive experience evaluating money management teams in traditional and alternative asset classes for both institutional and high net-worth clients. He served as CIO of Multi-Manager Solutions for six years, overseeing worldwide manager research and portfolio construction and leading teams engaged in investment research, portfolio management, asset allocation and investment risk. Andrew has also worked as a portfolio manager, research analyst, and client relations contact for Northern Trust Multi-Manager Solutions’ Canadian third-party high net-worth business.

Prior to joining Northern Trust in 2000, Andrew was manager of investments and portfolio series mutual funds at Spectrum Investments (a subsidiary of Sun Life Assurance) and was responsible for strategic asset allocation funds and structured portfolios. Andrew began his career in 1986 as an audit specialist at the accounting firm of Ernst and Young.

Andrew holds the Chartered Financial Analyst® and the Chartered Alternative Investment Analyst designations; he is also a registered Investment Counsel and Portfolio Manager. He is a member of the Toronto Society of Financial Analysts and the Toronto Chapter of the Chartered Alternative Investment Analysts Association. Andrew also earned an undergraduate degree in political science from the University of Western Ontario.

Bob Browne, CFA

Bob Browne, CFA

Chief Investment Officer
 
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Bob Browne, CFA

Bob Browne, CFA

Chief Investment Officer
 

Bob Browne is an Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group.

Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has more than 20 years of investment experience.

From 2004 until 2009, Bob worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and Managing Partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was Co-Head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.

Bob holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. Bob is a holder of the right to use the Chartered Financial Analyst® designation.

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Mutual Funds & Intermediary Distribution

 
 
Lloyd A. Wennlund

Lloyd A. Wennlund

President, Northern Funds & Northern Institutional Funds
 
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Lloyd A. Wennlund

Lloyd A. Wennlund

President, Northern Funds & Northern Institutional Funds
 

Lloyd A. Wennlund is an Executive Vice President at Northern Trust in Chicago. He is also President of Northern Funds and Northern Institutional Funds. In addition, he’s the Practice Executive leading our defined contribution activities within Northern Trust Asset Management.

Prior responsibilities at Northern Trust have included President of Northern Trust Securities (1997-2008), Head of Product Management for Northern Trust Asset Managment (2004-2008), and Director of Marketing for Wealth Management (1994-1997). He was named a Senior Vice President in September 1995, and an Executive Vice President in October 2003. Lloyd joined Northern Trust as a Vice President in Northern Trust Securities, Inc. in June 1989. Previously, he was President of Midwest Financial Group Brokerage Services and Midwest Financial Life Insurance.

Lloyd received a B.S. from Valparaiso University and holds the FINRA Series 7, 24, and 53 registrations.

Lloyd is a governor of the Investment Company Institute Board of Governors and a member of its executive committee.  He is a member of the Securities Industry Financial Markets Association (SIFMA) Private Client Committee and Private Client Steering Group, a member of the Bond Club of Chicago and a member of the Chicago Advisory Board of the Salvation Army.  Lloyd is also Director of The Northern Trust Company of Connecticut.

Marie E. Dzanis, CIMA

Marie E. Dzanis, CIMA

Head of Intermediary Sales
 
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Marie E. Dzanis, CIMA

Marie E. Dzanis, CIMA

Head of Intermediary Sales
 

Marie is Senior Vice President and Head of Intermediary Sales. She is responsible for establishing Northern Trust’s presence in the intermediary market, recruiting and retaining talented sales professionals, as well as developing significant relationships across important industry channels.

Marie has over 24 years of industry experience. Prior to joining Northern Trust in June 2011, she held executive and leadership positions at iShares/Blackrock, JPMorgan Asset Management, and Smith Barney. She has managed multiple channels and has grown several lines of business in the institutional and intermediary space including securities lending and trading, product development, product sales, sales management and branch management. Marie started in the industry as a financial advisor.

Marie is a graduate of The Catholic University of America (B.A. in Political Theory), the Stanford University Executive Education Program, and the Chicago Booth School of Business Executive Education Program. She received her CIMA® at University of California, Berkeley and is a member and Chairwoman of the Specialty Conference Committees for IMCA®. She also is on the ETF committee for Money Management Institute and currently holds her FINRA Series 7, 24 & 66 Licenses. She serves on the Women’s Board of the University of Chicago Cancer Foundation.

Peter M. Jacobs

Peter M. Jacobs

Senior Investment Product Manager
 
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Peter M. Jacobs

Peter M. Jacobs

Senior Investment Product Manager
 

Peter M. Jacobs is a Senior Vice President at Northern Trust in Chicago. He is a Senior Investment Product Manager and is responsible for mutual fund product management of Northern Funds and Northern Institutional Funds.

Peter joined Northern Trust in April 2005 with 18 years of experience in the financial services industry. Most recently, he was Director of Product Management at Deutsche Bank.

Peter received a B.A. from Stanford University and holds FINRA Series 7 and 24 registrations.

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Investment Products and Services are:

Not FDIC INSURED | May lose value | No bank guarantee 

©2014 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.

Asset Management comprises Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K.,NT Global Advisors, Inc. and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.