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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.
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.
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Quality Factor Investing

 
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Active equity portfolios that offer both improved performance and managed volatility

Investors have long turned to Northern Trust for high-quality, risk-managed equity investments. Our core quality philosophy is based on thorough analysis, and lies at the heart of each equity strategy we offer. This foundation of quality helps us create and manage active equity portfolios that offer both improved performance and managed volatility.

What Does Quality Really Mean?
We use proprietary models designed to identify high-quality companies, undertaking detailed assessments of each company compared to its peers, using fundamental factors that are empirically tested, supported by academic research and applied quantitatively. We believe high-quality companies should exhibit characteristics such as:

  • Management efficiency
  • Profitability
  • Cash generation

Why is Quality Important for Investors?
Quality can help meet your investment objectives, as a single factor or in combination with other factors. Northern Trust’s proprietary method identifies high-quality companies and thoughtfully incorporates them into a portfolio that best suits your needs.

Michelle Griffin

Michelle Griffin

Investment Relationship Manager - West
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Michelle Griffin

Michelle Griffin

Investment Relationship Manager - West
 

Michelle Griffin is a Senior Vice President at Northern Trust Asset Management. As an investment relationship manager, Michelle focuses on new business development within the financial intermediary channel. She primarily works with registered investment advisors and financial institutions throughout the Western U.S., identifying investment product solutions to help support and grow their practices. Michelle has more than 25 years of financial services experience, including corporate lending, treasury management, trust/custody services, and private asset management. Since joining Northern Trust in 1988, Michelle has been senior relationship manager for the financial markets and Wall Street institutional relationships, and she managed the Western States’ Large Corporate Fortune 500 client portfolio. She earned a Bachelor of Science in management from Purdue University and an MBA from Case Western Reserve University. Michelle holds FINRA Series 7 and Series 65 securities licenses.

Jim Haggerty

Jim Haggerty

Investment Relationship Manager - Mid Atlantic
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Jim Haggerty

Jim Haggerty

Investment Relationship Manager - Mid Atlantic
 

Jim Haggerty is a Senior Vice President and an Investment Relationship Manager at Northern Trust Asset Management in Chicago. As an investment relationship manager, Jim focuses on new business development within the financial intermediary channel. He is working with Registered Investment Advisors and Financial Institutions to identify investment product solutions to help support and grow their practices, specifically targeting firms in the Mid-Atlantic U.S. Jim has more than 20 years of experience in the investment industry. Prior to joining Northern Trust, he worked at Jennison Associates for eight years. Jim earned a Bachelor of Arts and MBA from Bowling Green State University. He currently holds a CFA Charter, FINRA Series 7, and 63 Securities Licenses.

Kevin Izard

Kevin Izard

Investment Relationship Manager - Midwest
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Kevin Izard

Kevin Izard

Investment Relationship Manager - Midwest
 

Kevin Izard is a Second Vice President at Northern Trust Asset Management. As an investment relationship manager, Kevin focuses on new business development within the financial intermediary channel. He primarily works with registered investment advisors and financial institutions throughout the Midwest, identifying investment product solutions to help support and grow their practices. Prior to joining Northern Trust in 2011, Kevin worked for Goldman Sachs for six years and Merrill Lynch for two years. He earned a Bachelor of Science from Indiana University and an MBA from DePaul University. Kevin holds FINRA Series 7 and Series 66 securities licenses.

Susan Weeks

Susan Weeks

Investment Relationship Manager - Southeast
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Susan Weeks

Susan Weeks

Investment Relationship Manager - Southeast
 

Susan Weeks is a Vice President at Northern Trust Asset Management. As an investment relationship manager, 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® (Certified Retirement Plans Specialist).

Brian Bursua

Brian Bursua

Investment Relationship Manager
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Brian Bursua

Brian Bursua

Investment Relationship Manager
 

Brian Bursua is a Senior Vice President at Northern Trust Asset Management. As an investment relationship manager, 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 and Series 63 securities licenses.

Pat Gaskin

Pat Gaskin

Investment Relationship Manager
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Pat Gaskin

Pat Gaskin

Investment Relationship Manager
 

Patrick Gaskin is a Vice President at Northern Trust Asset Management. As an investment relationship manager, 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

Investment Relationship Manager
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Jeffrey Antonacci

Jeffrey Antonacci

Investment Relationship Manager
 

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

Investment Relationship Manager
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Frank Szymanek

Frank Szymanek

Investment Relationship Manager
 

Frank Szymanek is a Senior Vice President at Northern Trust Asset Management. He is an investment relationship manager 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.

Michelle Griffin

Michelle Griffin

Investment Relationship Manager - West
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Michelle Griffin

Michelle Griffin

Investment Relationship Manager - West
 

Michelle Griffin is a Senior Vice President at Northern Trust Asset Management. As an investment relationship manager, Michelle focuses on new business development within the financial intermediary channel. She primarily works with registered investment advisors and financial institutions throughout the Western U.S., identifying investment product solutions to help support and grow their practices. Michelle has more than 25 years of financial services experience, including corporate lending, treasury management, trust/custody services, and private asset management. Since joining Northern Trust in 1988, Michelle has been senior relationship manager for the financial markets and Wall Street institutional relationships, and she managed the Western States’ Large Corporate Fortune 500 client portfolio. She earned a Bachelor of Science in management from Purdue University and an MBA from Case Western Reserve University. Michelle holds FINRA Series 7 and Series 65 securities licenses.

Jim Haggerty

Jim Haggerty

Investment Relationship Manager - Mid Atlantic
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Jim Haggerty

Jim Haggerty

Investment Relationship Manager - Mid Atlantic
 

Jim Haggerty is a Senior Vice President and an Investment Relationship Manager at Northern Trust Asset Management in Chicago. As an investment relationship manager, Jim focuses on new business development within the financial intermediary channel. He is working with Registered Investment Advisors and Financial Institutions to identify investment product solutions to help support and grow their practices, specifically targeting firms in the Mid-Atlantic U.S. Jim has more than 20 years of experience in the investment industry. Prior to joining Northern Trust, he worked at Jennison Associates for eight years. Jim earned a Bachelor of Arts and MBA from Bowling Green State University. He currently holds a CFA Charter, FINRA Series 7, and 63 Securities Licenses.

Kevin Izard

Kevin Izard

Investment Relationship Manager - Midwest
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Kevin Izard

Kevin Izard

Investment Relationship Manager - Midwest
 

Kevin Izard is a Second Vice President at Northern Trust Asset Management. As an investment relationship manager, Kevin focuses on new business development within the financial intermediary channel. He primarily works with registered investment advisors and financial institutions throughout the Midwest, identifying investment product solutions to help support and grow their practices. Prior to joining Northern Trust in 2011, Kevin worked for Goldman Sachs for six years and Merrill Lynch for two years. He earned a Bachelor of Science from Indiana University and an MBA from DePaul University. Kevin holds FINRA Series 7 and Series 66 securities licenses.

Susan Weeks

Susan Weeks

Investment Relationship Manager - Southeast
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Hide Profile
Susan Weeks

Susan Weeks

Investment Relationship Manager - Southeast
 

Susan Weeks is a Vice President at Northern Trust Asset Management. As an investment relationship manager, 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® (Certified Retirement Plans Specialist).

Corinne McClintic

Corinne McClintic

Investment Relationship Manager
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Corinne McClintic

Corinne McClintic

Investment Relationship Manager
 

Corinne McClintic is a Senior Vice President at Northern Trust Asset Management. As an investment relationship manager, 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 

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.