x
Your preference has been saved. Remove your saved preference.
You must supply both a username and a password to login.
You must supply a username, password and token to login.
Sign on
Passport secured login icon  
 
Wealth Management
Asset Management
Asset Servicing
Insights & Research
About Northern Trust
Search go
Click to close drop down menu.
 
Click to close drop down menu.
Financial Intermediary
Learn about asset management solutions designed for Retirement Plan Advisors, TAMPs/Outsourcing Providers, Subadvisory Program Sponsors, RIAs/Financial Advisors and Trust Institutions.
Institutional
Learn about asset management solutions including: global index management, active equity and fixed income, target retirement date funds, and manager of manager programs.
Individual
Get answers to your investment challenges with asset management capabilities including alternatives, exchange traded funds, fixed income, mutual funds and tax-advantaged equity.
Click to close drop down menu.
 
Please be advised you are now leaving the Northern Financial Intermediary section and being directed to a site maintained by Northern Trust. Please click OK to continue.
Northern Trust Logo
 

Portfolio Managers

 
.
 
 
 
 
 
 
 
 
.
 
.

Equity - Active Equity

 
 
Mark C. Sodergren, CFA<sup>&reg;</sup>

Mark C. Sodergren, CFA®

Portfolio Manager
 
Hide Profile
Mark C. Sodergren, CFA<sup>&reg;</sup>

Mark C. Sodergren, CFA®

Portfolio Manager
 

Northern Large Cap Core Fund (NOLCX)
Northern Large Cap Value Fund (NOLVX)

With Northern Trust Since 2007
Began Career in 1995

Mark C. Sodergren, Senior Vice President of Northern Trust, is head of the quantitative active team responsible for research and implementation of several quantitative equity strategies. He currently manages the Northern Large Cap Core Fund and Northern Large Cap Value Fund.

Before joining Northern Trust in 2007, Mr. Sodergren was a portfolio manager at Barclays Global Investors focused on active U.S. large cap strategies. Prior to this, he spent six years at Citigroup Asset Management as a portfolio manager and researcher focused on both active international and domestic portfolios.

Mr. Sodergren received a B.A. in quantitative economics and decision sciences from the University of California, San Diego and an MBA from the University of Chicago. He is an active CFA® charterholder.

Bob Browne, CFA<sup>&reg;</sup>

Bob Browne, CFA®

Portfolio Manager
 
Hide Profile
Bob Browne, CFA<sup>&reg;</sup>

Bob Browne, CFA®

Portfolio Manager
 

Northern Global Tactical Asset Allocation Fund (BBALX)

With Northern Trust Since 2009
Began Career in 1989

Bob Browne, 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. Mr. Browne is also a co-manager for the Northern Global Tactical Asset Allocation Fund.

Mr. Browne 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. Mr. Browne has more than 25 years of investment experience.

Prior to joining Northern Trust in 2009, Mr. Browne worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments from 2004 until 2009. 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, he 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. Mr. Browne 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.

Mr. Browne 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. He is an active CFA® charterholder.

Daniel J. Phillips, CFA<sup>&reg;</sup>

Daniel J. Phillips, CFA®

Portfolio Manager
 
Hide Profile
Daniel J. Phillips, CFA<sup>&reg;</sup>

Daniel J. Phillips, CFA®

Portfolio Manager
 

Northern Global Tactical Asset Allocation Fund (BBALX)

With Northern Trust Since 2005
Began Career in 2005

Daniel J. Phillips, Vice President of Northern Trust and currently co-manages the Northern Global Tactical Asset Allocation Fund.

Mr. Phillips joined Northern Trust in 2005, and, alongside his Portfolio Manager responsibilities, is an Investment Strategist within the Northern Trust Asset Management business unit, overseeing the firm’s asset allocation processes and serving on the firm’s Investment Policy Committee.

Mr. Phillips received a BBA in finance and economics from the University of Iowa and an MBA in finance, economics and international business from the University of Chicago. He is an active CFA® charterholder.

Jacob C. Weaver, CFA<sup>&reg;</sup>, CPA

Jacob C. Weaver, CFA®, CPA

Portfolio Manager
 
Hide Profile
Jacob C. Weaver, CFA<sup>&reg;</sup>, CPA

Jacob C. Weaver, CFA®, CPA

Portfolio Manager
 

Northern Income Equity Fund (NOIEX)

With Northern Trust Since 1998
Began Career in 1998

Jacob C. Weaver, Senior Vice President of Northern Trust, is team leader of the global equity team responsible for the implementation of several quantitative active equity strategies specializing in Tax Advantaged Equity and Quality Dividend Focus strategies. He currently co-manages the Northern Income Equity Fund.

Prior to rejoining the team in 2010, Mr. Weaver was the Head of International Indexing in Northern Trust’s London office, overseeing a team of portfolio managers to various international indexes. Prior to this, he spent six years as a portfolio manager focused on quantitative active strategies including Small Cap Core and Tax Advantaged Equity.

Mr. Weaver received a B.S. in finance from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago Booth School of Business with concentrations in finance and organizational behavior. He is an active CFA® charterholder, a CPA, a member of the CFA Society Chicago and the CFA Institute.

Douglas J. McEldowney, CFA<sup>&reg;</sup>, CPA
 
Hide Profile
Douglas J. McEldowney, CFA<sup>&reg;</sup>, CPA

Douglas J. McEldowney, CFA®, CPA

Portfolio Manager
 

Northern International Equity Fund (NOIGX)

With Northern Trust Since 2006
Began Career in 1984

Douglas J. McEldowney, Senior Vice President of Northern Trust, manager of the Northern International Equity Fund.

Mr. McEldowney started in the investment industry in 1984, managing portfolios for high net worth and institutional clients as well as mutual funds. He has research experience encompassing private equity, mergers and acquisitions as well as domestic and international equity security analysis. At his predecessor firms, he was a research analyst, investment committee member and senior portfolio manager.

Prior to joining Northern Trust in 2006, Mr. McEldowney served as a Portfolio Manager from 1999 to 2003 at Invesco Funds and from 2003 to 2006 at Franklin Templeton.

Mr. McEldowney received a B.A. from the University of Kentucky and an MBA from Rollins College. He is an active CFA® charterholder and a CPA.

Christopher Shipley

Christopher Shipley

Portfolio Manager
 
Hide Profile
Christopher Shipley

Christopher Shipley

Portfolio Manager
 

Northern Large Cap Equity Fund (NOGEX)

With Northern Trust Since 2000
Began Career in 1997

Christopher Shipley, Senior Vice President, is Director of Equity Research for Northern Trust. Mr. Shipley is co-manager of the Northern Large Cap Equity Fund.

Prior to joining Northern Trust in 2000, Mr. Shipley was an investment associate in the Equity Investment division at Allstate Insurance Company, Northbrook Illinois.

Mr. Shipley received a B.S. in finance from Northern Illinois University.

Deborah L. Koch, CFA<sup>&reg;</sup>

Deborah L. Koch, CFA®

Portfolio Manager
 
Hide Profile
Deborah L. Koch, CFA<sup>&reg;</sup>

Deborah L. Koch, CFA®

Portfolio Manager
 

Northern Technology Fund (NTCHX)

With Northern Trust Since 2003
Began Career in 1985

Deborah L. Koch, Senior Vice President of Northern Trust, co-manages the Northern Technology Fund.

Before joining Northern Trust in 2003, Ms. Koch co-managed the Strong Advisor Technology Fund and Strong Technology 100 Fund. She was previously Managing Director and a member of the global equity group at Scudder Kemper Investments, where she also co-managed the Kemper Technology Fund and was part of the management team for the Scudder Technology Fund. She began her investment career in 1985 at Stein Roe & Farnham.

Ms. Koch received a B.S. in finance from the University of Rhode Island and an MBA from DePaul University. She is an active CFA® charterholder and a member of the CFA Institute and CFA Society Chicago.

Greg M. Newman, CFA<sup>&reg;</sup>, CIMA<sup>&reg;</sup>

Greg M. Newman, CFA®, CIMA®

Portfolio Manager
 
Hide Profile
Greg M. Newman, CFA<sup>&reg;</sup>, CIMA<sup>&reg;</sup>

Greg M. Newman, CFA®, CIMA®

Portfolio Manager
 

Northern Large Cap Growth Fund (NOEQX)

With Northern Trust Since 1997
Began Career in 1993

Greg Newman, Vice President of Northern Trust, a senior portfolio manager and manager of the Northern Trust Large Cap Growth strategy. He is responsible for the oversight and management of over $1 billion of Large Cap Growth equities through a variety of investment vehicles, including Mutual Funds and Separately Managed Accounts, for institutions, individuals, retirement plans and charitable foundations.

Mr. Newman joined Northern Trust in 1997, has been a member of the Large Cap Growth portfolio team since 2007, and has over 20 years of broad experience in financial analysis and investment management.

Mr. Newman graduated magna cum laude from Missouri State University and received an MBA from the Olin School of Business at Washington University in St. Louis. He is an active CFA® charterholder and is a Certified Investment Management Analyst (CIMA®).

Jessica K. Hart

Jessica K. Hart

Portfolio Manager
 
Hide Profile
Jessica K. Hart

Jessica K. Hart

Portfolio Manager
 

Northern Multi-Manager Emerging Markets Debt Opportunity Fund (NMEDX)
Northern Multi-Manager Emerging Markets Equity Fund (NMMEX)
Northern Multi-Manager Global Listed Infrastructure Fund (NMFIX)
Northern Multi-Manager Global Real Estate Fund  (NMMGX)
Northern Multi-Manager High Yield Opportunity Fund (NMHYX)
Northern Multi-Manager International Equity Fund (NMIEX)
Northern Multi-Manager Large Cap Fund  (NMMLX)
Northern Multi-Manager Mid Cap Fund  (NMMCX)
Northern Multi-Manager Small Cap Fund (NMMSX)

With Northern Trust Since 2000
Began Career in 1999

Jessica K. Hart, Senior Vice President of Northern Trust leads the global fund construction, supports the manager research and program management groups to create multi-manager solutions for the manager of managers practice.

Ms. Hart joined Northern Trust in 2000 and has since been responsible for due diligence on prospective managers, performance and oversight of all multi-manager funds, portfolio construction and a key member of the management team that developed portfolio optimization processes for Northern Trust's clients.

Ms. Hart received a B.S. in economics from the University of Wisconsin and an MBA from New York University, Stern School of Business.

 
Christopher E. Vella, CFA<sup>&reg;</sup>, CIO
 
Hide Profile
Christopher E. Vella, CFA<sup>&reg;</sup>, CIO

Christopher E. Vella, CFA®, CIO

Portfolio Manager
 

Northern Multi-Manager Emerging Markets Debt Opportunity Fund (NMEDX)
Northern Multi-Manager Emerging Markets Equity Fund (NMMEX)
Northern Multi-Manager Global Listed Infrastructure Fund (NMFIX)
Northern Multi-Manager Global Real Estate Fund  (NMMGX)
Northern Multi-Manager High Yield Opportunity Fund (NMHYX)
Northern Multi-Manager International Equity Fund (NMIEX)
Northern Multi-Manager Large Cap Fund  (NMMLX)
Northern Multi-Manager Mid Cap Fund  (NMMCX)
Northern Multi-Manager Small Cap Fund (NMMSX)

With Northern Trust Since 2004
Began Career in 1993

Christopher E. Vella, CFA®, is Chief Investment Officer with responsibility for manager research and portfolio construction processes across Northern Trust's market segments. He is responsible for the global manager research platform, consisting of approximately $60B in assets across 200 investment strategies. He manages a team of approximately 25 investment professionals across all traditional asset classes. The team covers all external manager relationships on behalf of Northern Trust's private and institutional clientele.

Prior to joining Northern Trust, Mr. Vella was a founding member of Goldman Sach's external manager business which consists of institutional and private client assets. While at Goldman, he managed the international and emerging markets equity team. Prior to Goldman Sachs, Mr. Vella spent close to 6 years at SEI Investments working primarily on international equity and emerging markets equity manager research. He has over 17 years of manager research experience.

Mr. Vella graduated Phi Beta Kappa from Lehigh University with a B.S. in finance and a minor in applied mathematics. He is an active CFA® charterholder.

Robert H. Bergson, CFA<sup>&reg;</sup>

Robert H. Bergson, CFA®

Portfolio Manager
 
Hide Profile
Robert H. Bergson, CFA<sup>&reg;</sup>

Robert H. Bergson, CFA®

Portfolio Manager
 

Northern Small Cap Core Fund (NSGRX)
Northern Small Cap Value Fund (NOSGX)

With Northern Trust Since 1997
Began Career in 1995

Robert H. Bergson, Senior Vice President of Northern Trust, is a senior portfolio manager and researcher for Northern Trust's Quantitative Active Equity Team. He is responsible for research and implementation of several quantitative equity strategies representing more than $2.5 billion in small cap assets. He manages the Northern Small Cap Core Fund and Northern Small Cap Value Fund.

Prior to joining Northern Trust in 1997, Mr. Bergson served as Director of Investment Research for Real Estate Research Corporation, a real estate consulting and research firm.

Mr. Bergson received a B. Arch. from Carnegie Mellon University and an M.S. in real estate development from the Massachusetts Institute of Technology. He is an active CFA® charterholder, and a member of the CFA Institute, the Society of Quantitative Analysts, the CFA Society Chicago and the Chicago Quantitative Alliance.

Thomas Wooden, CFA<sup>&reg;</sup>

Thomas Wooden, CFA®

Portfolio Manager
 
Hide Profile
Thomas Wooden, CFA<sup>&reg;</sup>

Thomas Wooden, CFA®

Portfolio Manager
 

Northern Large Cap Equity Fund (NOGEX)

With Northern Trust Since 2014
Began Career in 1999

Thomas Wooden, Senior Vice President of Northern Trust, and lead portfolio manager for the Large Cap Core portfolio. He currently co-manages the Large Cap Equity Fund.

Prior to joining Northern Trust in 2014, Mr. Wooden was a portfolio manager at Wells Capital Management, LLC, where he managed the Wells Fargo Core Equities strategies. Prior to this, he was a portfolio manager with Artisan Partners, LLC, where he served as an associate portfolio manager for the mid cap growth strategy and covered the technology and telecommunications, consumer, financials, and industrial industries as an analyst.

Mr. Wooden completed a successful career in the United States Air Force as an F-15 instructor pilot and retired as a Lieutenant Colonel. He received a B.A. in business management from the United States Air Force Academy in Colorado Springs, Colorado. He is an active CFA® charterholder.

 
Sandeep Soorya

Sandeep Soorya

Portfolio Manager
 
Hide Profile
Sandeep Soorya

Sandeep Soorya

Portfolio Manager
 

Northern Technology Fund (NTCHX)

With Northern Trust Since 2011
Began Career in 1997

Sandeep Soorya, Vice President of Northern Trust, is a Senior Equity Analyst and co-manages the Technology Fund.

Prior to joining Northern Trust in 2011, Mr. Soorya was a Senior Analyst at J. Goldman & Co. in New York City where he was responsible for portfolio management of a healthcare dedicated part of the fund. Previous to that, Mr. Soorya worked in Equity Research at Citigroup and was a Senior Analyst at FrontPoint Management, both in New York City. Prior to his MBA, he worked in the Economics Group at PricewaterhouseCoopers in Washington, DC.

Mr. Soorya received a B.A. in economics from George Washington University in Washington, DC and an MBA from Cornell University in Ithaca, New York.

John A. Ferguson, CFA<sup>&reg;</sup>

John A. Ferguson, CFA®

Portfolio Manager
 
Hide Profile
John A. Ferguson, CFA<sup>&reg;</sup>

John A. Ferguson, CFA®

Portfolio Manager
 

Northern Income Equity Fund (NOIEX)

With Northern Trust Since 2009
Began Career in 1995

John A. Ferguson, Vice President of Northern Trust, is a senior portfolio manager on the global equity team responsible for value-added strategies, including Tax Advantaged Equity and Quality Dividend Focus for high net worth and institutional clients. He currently co-manages the Northern Income Equity Fund.

Prior to joining Northern Trust in 2009, Mr. Ferguson was a portfolio manager and client service director with Chicago Equity Partners, an AMG affiliate that specializes in quantitative equity management. He managed institutional, taxable, and socially responsible portfolios, was a sector specialist on the fundamental analyst team, traded on the institutional equity desk, and managed the performance measurement team.

Mr. Ferguson received a B.S. in accounting from Miami University in Oxford, OH. He is an active CFA® charterholder, and a member of the CFA Society Chicago and the CFA Institute.

Jim McDonald

Jim McDonald

Portfolio Manager
 
Hide Profile
Jim McDonald

Jim McDonald

Portfolio Manager
 

Northern Global Tactical Asset Allocation Fund (BBALX)

With Northern Trust Since 2001
Began Career in 1981

Jim McDonald, 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. Mr. McDonald is also a co-manager for the Northern Global Tactical Asset Allocation Fund.

Prior to joining Northern Trust in 2001, Mr. McDonald 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.

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

.

Equity - Index Equity

 
Steven J. Santiccioli

Steven J. Santiccioli

Portfolio Manager
 
Hide Profile
Steven J. Santiccioli

Steven J. Santiccioli

Portfolio Manager
 

Northern Emerging Markets Equity Index Fund (NOEMX)
Northern International Equity Index Fund (NOINX)

With Northern Trust Since 2003
Began Career in 1993

Steven J. Santiccioli, Vice President of Northern Trust, manages the Northern Emerging Markets Equity Index Fund and Northern International Equity Index Fund.

Prior to joining Northern Trust in 2003, Mr. Santiccioli was a portfolio manager with Deutsche Bank. Prior to his portfolio manager position at Deutsche, he served as the head of the accounting group for international index portfolios.

Mr. Santiccioli received a B.A. from Bucknell University and an MBA from Fordham University.

Thomas E. O'Brien, CFA<sup>&reg;</sup>

Thomas E. O'Brien, CFA®

Portfolio Manager
 
Hide Profile
Thomas E. O'Brien, CFA<sup>&reg;</sup>

Thomas E. O'Brien, CFA®

Portfolio Manager
 

Northern Global Real Estate Index Fund (NGREX)
Northern Global Sustainability Index Fund (NSRIX)

With Northern Trust Since 2004
Began Career in 1997

Thomas E. O'Brien, Vice President of Northern Trust, is a portfolio manager with the international quantitative equity division. He manages the Northern Global Real Estate Index Fund and Northern Global Sustainability Index Fund.

Prior to joining Northern Trust in 2004, Mr. O'Brien was a principal at State Street Global Advisors in Boston.

Mr. O'Brien received a B.S. in finance from the University of Rhode Island and an MBA from Suffolk University. He is an active CFA® charterholder and a member of the CFA Society Chicago.

Brent Reeder

Brent Reeder

Portfolio Manager
 
Hide Profile
Brent Reeder

Brent Reeder

Portfolio Manager
 

Northern Mid Cap Index Fund (NOMIX)
Northern Small Cap Index Fund (NSIDX)
Northern Stock Index Fund (NOSIX)

With Northern Trust Since 1993
Began Career in 1993

Brent Reeder, Senior Vice President, is Director of U.S. Index Equities at Northern Trust. Mr. Reeder is responsible for equity index portfolio management in the United States. Prior to Director of U.S. Index Equities, he was a senior portfolio manager on the U.S. equity team. Mr. Reeder manages the Northern Mid Cap Index Fund, Northern Small Cap Index Fund and Northern Stock Index Fund.

Prior to his current role, Mr. Reeder's responsibilities included foundations and endowments team leader in the trust operations division at Northern Trust.

Mr. Reeder received a B.A. in economics from DePauw University, and an MBA in finance from DePaul University. He is an Associated Person with the National Futures Association.

.

Fixed Income - Municipal Fixed Income

 
Eric V. Boeckmann

Eric V. Boeckmann

Portfolio Manager
 
Hide Profile
Eric V. Boeckmann

Eric V. Boeckmann

Portfolio Manager
 

Northern Arizona Tax-Exempt Fund (NOAZX)
Northern California Intermediate Tax-Exempt Fund  (NCITX)
Northern California Tax-Exempt Fund (NCATX)

With Northern Trust Since 1985
Began Career in 1985

Eric V. Boeckmann, Senior Vice President of Northern Trust, manages the Northern Arizona Tax-Exempt Fund, Northern California Intermediate Tax-Exempt Fund and Northern California Tax-Exempt Fund.

In addition to managing mutual funds, Mr. Boeckmann is a Portfolio Manager in the Municipal Fixed Income Management Group, where he is responsible for a number of separately managed municipal bond portfolios.

Mr. Boeckmann received a B.S. in finance from the University of Illinois.

M. Jane McCart

M. Jane McCart

Portfolio Manager
 
Hide Profile
M. Jane McCart

M. Jane McCart

Portfolio Manager
 

Northern High Yield Municipal Fund (NHYMX)

With Northern Trust Since 1998
Began Career in 1980

M. Jane McCart, Senior Vice President of Northern Trust, manages the Northern High Yield Municipal Fund.

Prior to joining Northern Trust in 1998, Ms. McCart spent 15 years at Stein Roe & Farnham, where she managed the Stein Roe High Yield Municipals Fund and the Stein Roe Managed Municipals Fund.

Ms. McCart received a B.S.B.A., cum laude, in finance from Lawrence Technology University. She is a board member of the Chicago Municipal Analysts Society and a member of the National Federation of Municipal Analysts.

Timothy T.A. McGregor, CFA<sup>&reg;</sup>

Timothy T.A. McGregor, CFA®

Portfolio Manager
 
Hide Profile
Timothy T.A. McGregor, CFA<sup>&reg;</sup>

Timothy T.A. McGregor, CFA®

Portfolio Manager
 

Northern Intermediate Tax-Exempt Fund (NOITX)
Northern Tax-Exempt Fund (NOTEX)

With Northern Trust Since 1989
Began Career in 1985

Timothy T.A. McGregor, Senior Vice President of Northern Trust, manages the Northern Intermediate Tax-Exempt Fund and Northern Tax-Exempt Fund.

Mr. McGregor began his career at Northern Trust in 1989 and has held positions as an investment manager representative and tax-exempt fixed income manager for high-net-worth individuals. He has managed the Northern Tax-Exempt Fund since the beginning of 1998 and Northern Intermediate Tax-Exempt Fund since the end of 2000.

Mr. McGregor received a B.S. in economics with a minor in East Asian studies from Indiana University. He is an active CFA® charterholder.

 
Timothy P. Blair, CFA<sup>&reg;</sup>

Timothy P. Blair, CFA®

Portfolio Manager
 
Hide Profile
Timothy P. Blair, CFA<sup>&reg;</sup>

Timothy P. Blair, CFA®

Portfolio Manager
 

Northern Short-Intermediate Tax-Exempt Fund (NSITX)

With Northern Trust Since 1992
Began Career in 1992

Timothy P. Blair, Vice President of Northern Trust, is a portfolio manager in the municipal fixed income group and manages the Northern Short-Intermediate Tax-Exempt Fund. In addition to managing the Fund, he also manages individual accounts.

Mr. Blair joined Northern Trust in 1992 as an IMLG representative in Corporate & Institutional Services. In 1996, he became a municipal bond trader for the fixed income group. He began managing individual accounts in 2000 and from September 2004 to November 2006, Mr. Blair co-managed the Northern Florida Intermediate Tax-Exempt Fund until the Fund was merged with the Northern Intermediate Tax-Exempt Fund.

Mr. Blair received a B.S. in business management from Northern Illinois University. He is an active CFA® charterholder and a member of the CFA Institute and the CFA Society Chicago.

.

Fixed Income - Taxable Fixed Income

 
 
Louis D’Arienzo

Louis D’Arienzo

Portfolio Manager
 
Hide Profile
Louis D’Arienzo

Louis D’Arienzo

Portfolio Manager
 

Northern Bond Index Fund (NOBOX)

With Northern Trust Since 2003
Began Career in 1981

Louis D'Arienzo, Vice President of Northern Trust, is a portfolio manager for the Fixed Income Index group and responsible for managing structured fixed income accounts. He currently co-manages the Northern Bond Index Fund.

Prior to joining Northern Trust in 2003, Mr. D'Arienzo was a senior fixed income portfolio manager for Deutsche Asset Management in New York. He joined Deutsche in 1981 (prior to the Deutsche Bank merger), where his investment experience included trading in structured portfolios and quantitative analysis of fixed income and derivative securities.

Mr. D'Arienzo received a B.S. in finance from the Stern School of Business at New York University.

Brandon P. Ferguson

Brandon P. Ferguson

Portfolio Manager
 
Hide Profile
Brandon P. Ferguson

Brandon P. Ferguson

Portfolio Manager
 

Northern Bond Index Fund (NOBOX)
Northern U.S. Treasury Index Fund (BTIAX)

With Northern Trust Since 2007
Began Career in 2005

Brandon P. Ferguson, Second Vice President of Northern Trust, currently co-manages the Northern Bond Index Fund and Northern U.S. Treasury Index Fund.

Mr. Ferguson joined Northern Trust in November 2007 as an Investment Associate in the Fixed Income Group, was promoted to Associate Fixed Income Portfolio Manager in July 2009, and for the past two years has managed various fixed-income accounts for Northern Trust clients. From 2006 to 2007, Mr. Ferguson was a commercial credit analyst at First Midwest Bank. Prior to this, he served as a credit manager and mortgage salesman for Wells Fargo Financial.

Mr. Ferguson received a B.A. in business administration and psychology from Illinois Wesleyan University. He is a member of the CFA Institute and the CFA Society Chicago.

Michael R. Chico, CFA<sup>&reg;</sup>

Michael R. Chico, CFA®

Portfolio Manager
 
Hide Profile
Michael R. Chico, CFA<sup>&reg;</sup>

Michael R. Chico, CFA®

Portfolio Manager
 

Northern Short-Intermediate U.S. Government Fund (NSIUX)
Northern U.S. Government Fund  (NOUGX)
Northern U.S. Treasury Index Fund (BTIAX)

With Northern Trust Since 2005
Began Career in 1995

Michael R. Chico, Vice President of Northern Trust, is a member of the active long duration strategy team and responsible for quantitatively managing and trading fixed income accounts for Northern Trust clients. He currently co-manages the Northern Short-Intermediate U.S. Government Fund, Northern U.S. Government Fund and Northern U.S. Treasury Index Fund.

Prior to joining Northern Trust in 2005, Mr. Chico was Vice President of MBS Trading at JP Morgan Securities, Inc, formerly Banc One Capital Markets, Inc.

Mr. Chico received a B.A. in economics from the University of Pennsylvania and an MBA in finance and economics from the University of Chicago Graduate School of Business. He is an active CFA® charterholder and a member of the CFA Society Chicago.

 
Brian W. Hart

Brian W. Hart

Portfolio Manager
 
Hide Profile
Brian W. Hart

Brian W. Hart

Portfolio Manager
 

Northern Short-Intermediate U.S. Government Fund (NSIUX)
Northern U.S. Government Fund (NOUGX)

With Northern Trust Since 2009
Began Career in 2009

Brian W. Hart, Officer of Northern Trust, is a member of the active long duration strategy team. Currently, he co-manages the Northern Short-Intermediate U.S. Government Fund and Northern U.S. Government Fund.

Prior to joining Northern Trust in January 2011, Mr. Hart was a member of Northern Trust’s Global Opportunities Leadership Development (GOLD) program where he completed rotations in Wealth Advisory, Risk Management, Equity Research and Fixed Income Portfolio Management.

Mr. Hart received a B.S. in finance from Miami University.

Bradley Camden, CFA<sup>&reg;</sup>

Bradley Camden, CFA®

Portfolio Manager
 
Hide Profile
Bradley Camden, CFA<sup>&reg;</sup>

Bradley Camden, CFA®

Portfolio Manager
 

Northern Core Bond Fund (NOCBX)
Northern Fixed Income Fund ( NOFIX)
Northern Short Bond Fund (BSBAX)

With Northern Trust Since 2005
Began Career in 2002

Bradley Camden, Vice President of Northern Trust, is a member of the active long duration strategy team and responsible for research and implementation of several quantitative fixed income strategies. He currently co-manages the Northern Core Bond Fund, Northern Fixed Income Fund and Northern Short Bond Fund.

Prior to joining Northern Trust in 2005, Mr. Camden was a member of Northern Trust’s Global Opportunities Leadership Development (GOLD) program where he completed rotations in Tax Advantage Equity Indexing, Equity Research and Fixed Income.

Mr. Camden holds a B.A. in economics from DePauw University. He is an active CFA® charterholder, a member of the CFA Institute and a member of the CFA Society Chicago.

Daniel J. Personette, CFA<sup>&reg;</sup>

Daniel J. Personette, CFA®

Portfolio Manager
 
Hide Profile
Daniel J. Personette, CFA<sup>&reg;</sup>

Daniel J. Personette, CFA®

Portfolio Manager
 

Northern Core Bond Fund (NOCBX)
Northern Fixed Income Fund (NOFIX)

With Northern Trust Since 1996
Began Career in 1995

Daniel J. Personette, Vice President of Northern Trust, is a member of the fixed income group, responsible for quantitatively managing and trading fixed income accounts for Northern Trust clients. He currently co-manages the Northern Core Bond Fund and Northern Fixed Income Fund.

Prior to joining Northern Trust as an Accounting Auditor in 1996, he served in the shareholder service department at Kemper Mutual Funds.

Mr. Personette received a B.A. in finance from Ball State University and an MBA from the University of Chicago. He is an active CFA® charterholder and a member of the CFA Society Chicago.

Michael T. Doyle

Michael T. Doyle

Portfolio Manager
 
Hide Profile
Michael T. Doyle

Michael T. Doyle

Portfolio Manager
 

Northern Short Bond Fund (BSBAX)

With Northern Trust Since 1999
Began Career in 1999

Michael T. Doyle, Vice President of Northern Trust, is a member of the long duration fixed income management group. Mr. Doyle currently co-manages the Northern Short Bond Fund.

Mr. Doyle joined Northern Trust's income collections team in 1999, transferred to the short duration fixed income group in 2000 as an investment associate, and transferred to the long duration fixed income group in 2012 as a senior fixed income portfolio manager.

Mr. Doyle received a B.S. from Ferris State University and a M.S. in finance from the Illinois Institute of Technology Stuart School of Business.

Richard J. Inzunza, CFA<sup>&reg;</sup>

Richard J. Inzunza, CFA®

Portfolio Manager
 
Hide Profile
Richard J. Inzunza, CFA<sup>&reg;</sup>

Richard J. Inzunza, CFA®

Portfolio Manager
 

Northern High Yield Fixed Income Fund (NHFIX)

With Northern Trust Since 2007
Began Career in 1991

Richard J. Inzunza, CFA, Vice President of Northern Trust, is a senior fixed income portfolio manager and manages the Northern High Yield Fixed Income Fund.

Mr. Inzunza rejoined Northern Trust in August 2007 after serving as a senior fundamental analyst at Vanderbilt Capital Advisors from April 2007. From December 2004 to 2007, he was a senior analyst at Northern Trust. Prior to joining Northern Trust, Mr. Inzunza was a senior analyst for Principal Global Investors in London, England.

Mr. Inzunza received a B.S. in business administration - accounting from the California State University at Los Angeles and an MBA in finance from the William E. Simon Graduate School of Business Administration at the University of Rochester. He is an active CFA® charterholder and a member of the CFA Institute, CFA Society Chicago and CFA Society United Kingdom.

Patrick D. Quinn

Patrick D. Quinn

Portfolio Manager
 
Hide Profile
Patrick D. Quinn

Patrick D. Quinn

Portfolio Manager
 

Northern Tax-Advantaged Ultra-Short Fixed Income Fund (NTAUX)

With Northern Trust Since 1985
Began Career in 1985

Patrick D. Quinn, Vice President of Northern Trust, is senior portfolio manager in the Enhanced Cash Group. Mr. Quinn also co-manages the Northern Tax-Advantaged Ultra-Short Fixed Income Fund.

Prior to joining the Enhanced Cash Group, Mr. Quinn was the portfolio manager of Northern Trust's Collective Short Term Investment Fund. He started his investment career in 1985 in Northern's Treasury department, advancing to division manager of the bank's Funding desk. He also held positions as a portfolio manager and risk manager while in Treasury.

Mr. Quinn received a B.S. in management and finance from DePaul University and an MBA in finance from the Kellstadt Graduate School of Business at DePaul University.

Jason R. Gookin

Jason R. Gookin

Portfolio Manager
 
Hide Profile
Jason R. Gookin

Jason R. Gookin

Portfolio Manager
 

Northern Tax-Advantaged Ultra-Short Fixed Income Fund (NTAUX)

With Northern Trust Since 2006
Began Career in 2005

Jason R. Gookin, Second Vice President of Northern Trust, is a portfolio manager with the Ultra Short Fixed Income Group of Northern Trust Global Investments. He is the principal trader for municipal securities for the Ultra Short Fixed Income Group.  Mr. Gookin also co-manages the Northern Tax-Advantaged Ultra-Short Fixed Income Fund.

Prior to joining Northern Trust, Mr. Gookin was a financial advisor with Ameriprise Financial, where he developed financial plans for clients using various computer models and forecasting techniques.

Mr. Gookin received a B.A. in finance with honors from Michigan State University and an MBA from the University of Chicago Booth School of Business with concentrations in finance, economics and international business.

Carol H. Sullivan

Carol H. Sullivan

Portfolio Manager
 
Hide Profile
Carol H. Sullivan

Carol H. Sullivan

Portfolio Manager
 

Northern Ultra-Short Fixed Income Fund (NUSFX)

With Northern Trust Since 1996
Began Career in 1980

Carol H. Sullivan, Senior Vice President of Northern Trust and Director of the Ultra Short Fixed Income Group of portfolio managers, is responsible for separately managed accounts for taxable and tax exempt mandates, as well as the two Ultra Short Fixed Income mutual funds. Ms. Sullivan also co-manages the Northern Ultra-Short Fixed Income Fund.

Prior to joining Northern Trust in 1996, Ms. Sullivan was a senior partner in an investment management company. She began her investment career in 1980, developing liquidity products for financial institutions.

Ms. Sullivan received a B.A. in English from St. Xavier University and an MBA in finance from DePaul University. She is a member of the CFA Society Chicago and the national CFA Institute.

Christi Fletcher

Christi Fletcher

Portfolio Manager
 
Hide Profile
Christi Fletcher

Christi Fletcher

Portfolio Manager
 

Northern Ultra-Short Fixed Income Fund (NUSFX)

With Northern Trust Since 2010
Began Career in 2000

Christi Fletcher, Vice President of Northern Trust, is a member of the short-duration fixed income team. Ms. Fletcher is a portfolio manager and co-manager for the Northern Ultra-Short Fixed Income Fund.

Prior to joining Northern Trust in 2010, Ms. Fletcher worked as a portfolio manager and credit analyst at SGI/Rydex Investments in Topeka, Kansas. Previously, she worked at Horizon Cash Management in Chicago.

Ms. Fletcher received a B.S. from Southwest Missouri State University in Springfield, MO. She is a member of the CFA Society Kansas City.

.
 
.
 
 
 
.

Not FDIC insured | May lose value | No bank guarantee

View investment term definitions

Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds.

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