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asset-management/united-states/financial-intermediaries/investment-capabilities/equity-solutions/active-management
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Active Management

 
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Disciplined Research; Commitment to Quality

You want your equity investments to deliver excess returns, but you're sensitive to volatility. Our research shows that quality companies outperform the market over time, typically with less volatility. That's why Northern Trust has incorporated quality in its investment processes for more than 40 years.

Whatever your desired exposure, our active equity strategies focus on maximizing returns, leveraging our disciplined research.

Our Core Quality Philosophy Drives Success
Northern Trust's core quality philosophy is based on thorough analysis, seeking strong competitive market position, earnings sustainability and strong, prudent management. Our focus on quality lies at the heart of our equity approach and sets us apart from other asset managers. This foundation helps us create and manage active equity portfolios that seek superior performance – typically with less volatility and increased protection in down markets.

Research-Based Solutions
Whether you are seeking a specific geographic or style exposure for your active equity portfolio, Northern Trust provides a range of fundamental research-driven strategies to meet your needs.

  • International – Best-in-class, geographic concentrations include global and world ex-U.S. mandates.
  • U.S. Large Cap Core strategy – Designed to generate returns in excess of the S&P 500 over the full market cycle by investing in high-quality, large-cap companies.
  • U.S. Large Cap Growth strategy – Combining a top-down view of macroeconomic trends and individual stock selection.
  • U.S. Large Cap Value strategy – Seeks to identify quality companies selling at a discount to our researched intrinsic value.
  • Specialty mandates:
    • Income equity: exposures with enhanced income potential and reduced volatility.
    • Innovation/technology: innovation with a quality bias.

A Range of Vehicles to Meet Your Needs
Choosing the right vehicle is important to your investments overall success.  We offer a full range of structures and we work with you to determine which one best suits your needs – considering tax status, domicile, liquidity, compliance and flexibility.

Susan Weeks

Susan Weeks

Business Development Executive - Southeast
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Susan Weeks

Susan Weeks

Business Development Executive - Southeast
 

Susan Weeks is a Vice President at Northern Trust Asset Management. As a Business Development Executive, Susan focuses on new business development within the financial intermediary channel. She primarily works with registered investment advisors and financial institutions throughout the Southeast U.S., identifying investment product solutions to help support and grow their practices. Susan has more than 18 years of investment industry experience. Prior to joining Northern Trust in 2012, her career included retirement plan and mutual fund distribution-related positions at ING, GE Asset Management, Merrill Lynch, State Street Research and Gibraltar Private Bank and Trust. Susan holds FINRA Series 7 and Series 63 securities licenses, and she is a CRPS® (Chartered Retirement Plans Specialist).

Brian Kiefer

Business Development Executive - Northeast
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Brian Kiefer

Business Development Executive - Northeast
 
Brian Kiefer is a Vice President at Northern Trust Asset Management. As a Business Development Executive, Brian focuses on new business development within the financial intermediary channel. He primarily works with registered investment advisors and financial institutions throughout the Northeastern U.S., identifying investment product solutions to help support and grow their practices. Brian has more than a decade of investment industry experience. Prior to joining Northern Trust, Brian was a Senior Regional Sales Director at Ameriprise Financial, and has held positions at John Hancock Funds and Guardian Investor Services. Brian earned his bachelor’s degree from James Madison University and his master’s degree from Harvard University. Brian holds FINRA Series 7, Series 63 and Series 66 licenses, and he is also a CRPC®(Chartered Retirement Plan Counselor).

Cody Poirier

Business Development Executive - Midwest
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Cody Poirier

Business Development Executive - Midwest
 
Cody Poirier is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Midwest, Cody is primarily responsible for RIA and financial intermediary advisor relationships. Cody has more than a decade of investment industry experience. Prior to joining Northern Trust, Cody was Vice President with PAX World Investments responsible for institutional and intermediary business development in the Midwest; a Regional Vice President with Invesco in the Northeast; an internal associate with Calamos Investments in Naperville; and an Equity Trader with Great Point Capital in Chicago. Cody earned a BBA in Finance from the University of Iowa and an MBA in Finance from the Kellstadt Graduate School of Business at DePaul University. Cody holds FINRA Series 7 and Series 66 securities licenses.
Brian Bursua

Brian Bursua

Business Development Executive
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Brian Bursua

Brian Bursua

Business Development Executive
 

Brian Bursua is a Senior Vice President at Northern Trust Asset Management. As a Business Development Executive, Brian is responsible for sales and relationship management in the defined contribution recordkeeping division. Prior to joining Northern Trust in 2005, he held a variety of sales and service positions in the retirement and retail operations of Safeco Mutual Funds, where he worked for six years. Brian earned a Bachelor of Science degree from Southern Illinois University, and he holds FINRA Series 6, Series 63 and Series 7 securities licenses.

Pat Gaskin

Pat Gaskin

Business Development Executive
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Pat Gaskin

Pat Gaskin

Business Development Executive
 

Patrick Gaskin is a Vice President at Northern Trust Asset Management. As a Business Development Executive, Pat is responsible for sales and relationship management in the defined contribution recordkeeping division. Prior to joining Northern Trust in 2012, he worked at DWS Investments for 12 years, managing client relationships in the retirement, annuity and mutual fund segments. Pat earned a Bachelor of Science from University of Illinois, and he holds FINRA Series 7, Series 63 and Series 24 securities licenses.

Jeffrey Antonacci

Jeffrey Antonacci

Business Development Executive
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Jeffrey Antonacci

Jeffrey Antonacci

Business Development Executive
 

Jeffrey Antonacci is a Senior Vice President at Northern Trust Asset Management. As the Director of Financial Intermediary Markets and the Head of Sub-advisory Investment Sales, Jeff is responsible for market development across the financial intermediary channel and leads the sales and relationship management efforts for sub-advisory clients. Before assuming his current role, Jeff was Global Head of RFP (request for proposal) Management; Director, Alternative Investment Specialist; Director, Investment Product Strategy; and Director, Wealth Advisory Investments.

Prior to rejoining Northern Trust in 2005 (he began his career at Northern Trust in 1994), Jeff was a senior investment consultant at Ibbotson Associates. He earned a Bachelor of Science in finance from Indiana University and an MBA from the Kellogg Graduate School of Management at Northwestern University. Jeff is a CFA (Chartered Financial Analyst), a member of the CFA Institute and a member of the CFA Society of Chicago.

Frank Szymanek

Frank Szymanek

Business Development Executive
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Frank Szymanek

Frank Szymanek

Business Development Executive
 

Frank Szymanek is a Senior Vice President at Northern Trust Asset Management. He is an Business Development Executive responsible for market development across the financial intermediary channel and supports the sales and relationship management efforts for sub-advisory and insurance clients. Frank has more than 25 years of investment industry experience and joined Northern Trust in 1994. Previously he was a senior product manager responsible for developing, positioning and servicing fixed income products. He was also a manager of the firm’s institutional client servicing team, and has held a variety of roles including new business development, relationship management and as a portfolio specialist.

Prior to joining Northern Trust, Frank worked at First Chicago Bank, American National Bank and KPMG Peat Marwick. He earned a Bachelor of Science in accounting and economics from Elmhurst College and a JD from John Marshall Law School. Frank is also a CPA (Certified Public Accountant), a CFP (Certified Financial Planner) and a CIMA (Certified Investment Management Analyst). He holds FINRA Series 7, Series 3, Series 63 and Series 24 securities licenses.

Susan Weeks

Susan Weeks

Business Development Executive - Southeast
View Profile
 
Hide Profile
Susan Weeks

Susan Weeks

Business Development Executive - Southeast
 

Susan Weeks is a Vice President at Northern Trust Asset Management. As a Business Development Executive, Susan focuses on new business development within the financial intermediary channel. She primarily works with registered investment advisors and financial institutions throughout the Southeast U.S., identifying investment product solutions to help support and grow their practices. Susan has more than 18 years of investment industry experience. Prior to joining Northern Trust in 2012, her career included retirement plan and mutual fund distribution-related positions at ING, GE Asset Management, Merrill Lynch, State Street Research and Gibraltar Private Bank and Trust. Susan holds FINRA Series 7 and Series 63 securities licenses, and she is a CRPS® (Chartered Retirement Plans Specialist).

Brian Kiefer

Business Development Executive - Northeast
View Profile
 
Hide Profile

Brian Kiefer

Business Development Executive - Northeast
 
Brian Kiefer is a Vice President at Northern Trust Asset Management. As a Business Development Executive, Brian focuses on new business development within the financial intermediary channel. He primarily works with registered investment advisors and financial institutions throughout the Northeastern U.S., identifying investment product solutions to help support and grow their practices. Brian has more than a decade of investment industry experience. Prior to joining Northern Trust, Brian was a Senior Regional Sales Director at Ameriprise Financial, and has held positions at John Hancock Funds and Guardian Investor Services. Brian earned his bachelor’s degree from James Madison University and his master’s degree from Harvard University. Brian holds FINRA Series 7, Series 63 and Series 66 licenses, and he is also a CRPC®(Chartered Retirement Plan Counselor).

Cody Poirier

Business Development Executive - Midwest
View Profile
 
Hide Profile

Cody Poirier

Business Development Executive - Midwest
 
Cody Poirier is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Midwest, Cody is primarily responsible for RIA and financial intermediary advisor relationships. Cody has more than a decade of investment industry experience. Prior to joining Northern Trust, Cody was Vice President with PAX World Investments responsible for institutional and intermediary business development in the Midwest; a Regional Vice President with Invesco in the Northeast; an internal associate with Calamos Investments in Naperville; and an Equity Trader with Great Point Capital in Chicago. Cody earned a BBA in Finance from the University of Iowa and an MBA in Finance from the Kellstadt Graduate School of Business at DePaul University. Cody holds FINRA Series 7 and Series 66 securities licenses.
Corinne McClintic

Corinne McClintic

Business Development Executive
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Corinne McClintic

Corinne McClintic

Business Development Executive
 

Corinne McClintic is a Senior Vice President at Northern Trust Asset Management. As a business development executive, Corinne focuses on new business development within the financial intermediary channel. She primarily works with senior leaders at trust institutions throughout the country, identifying investment product and research solutions to help growth their businesses. Since joining Northern Trust in 1974, Corinne has also served as an investment assistant and a division manager in the Trust Department. She earned a Bachelor of Arts from Barat College and an MBA from Loyola University. Corinne is a CFA (Chartered Financial Analyst) and served as treasurer for the Investment Analysts Society of Chicago. She holds FINRA Series 6, Series 26 and Series 63 securities licenses and is an investments instructor at the BAI, Illinois Bankers Trust School and Cannon School. Corinne also is an avid volunteer for various charitable organizations.

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Investment Products and Services are:

Not FDIC INSURED | May lose value | No bank guarantee 

Northern Trust Asset Management is composed of Northern Trust Investments, Inc. Northern Trust Global Investments Limited, Northern Trust Global Investments Japan, K.K, NT Global Advisors, Inc., 50 South Capital Advisors, LLC and personnel of The Northern Trust Company of Hong Kong Limited and the Northern Trust Company.