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The Right Financial Partner

Northern Trust provides financial advisors and their clients with access to investment management that dates back to 1889. By combining extensive research, active risk management, and well-defined buy/sell criteria, we seek to deliver disciplined investment strategies that help clients manage their wealth.

Select from any of the managed accounts below to see where Northern Trust Investments might fit in your client's investment plan.

Multi-Asset Class Solutions

Northern Trust Managed Account Solutions include multi-asset class target risk and target date product suites that are grounded by Northern Trust's fiduciary heritage and informed by a well-proven strategic and tactical global asset allocation discipline. The portfolios leverage our risk management and portfolio construction expertise to deliver risk-efficient, cost-effective solutions for a broad range of investor goals. Engineered, factor-driven strategies with a quality bias are employed within the portfolios. As quality companies tend to be less volatile and provide protection in down markets, we believe our commitment to quality leads to stronger investment performance and serves to differentiate our solutions.

Goal Engineer Series (Target Date)

The Goal Engineer Series features seven cost-efficient, multi-asset class target date portfolios that are engineered to deliver improved investment outcomes with less risk over a range of time horizons. The portfolios utilize a “through” glidepath that continues to evolve beyond the target goal date. By replacing traditional equity strategies with factor-based portfolio fulfillment, the approach provides for the enhanced return potential of equities for a longer period of time, while enabling the portfolio to continue to de-risk during the beginning of the distribution phase.

Goal Engineer Series Fact Sheets

Goal Engineer Series White Paper

Diversified Strategist Portfolios (Target Risk)

The Diversified Strategist Portfolios combine Northern Trust’s asset allocation and portfolio construction expertise with cost-effective engineered strategies to deliver improved investment outcomes with less risk. The Diversified Strategist Portfolios provide solutions for five traditional investment objectives, ranging from income to maximum growth.

Diversified Strategist Portfolio Fact Sheets

Diversified Strategist Portfolio – Tax Sensitive Fact Sheets

Diversified Strategist Portfolio White Paper

Separately Managed Accounts

Large Cap Value Portfolio

Seeks to produce above average long-term returns while taking less than market risk.

Thematic Equity Portfolio

Seeks to outperform the Russell 1000 Growth Index by investing in companies that have both strong fundamentals and above average growth potential. Employs a top down theme driven selection strategy focused on opportunities with long term secular growth drivers.

Large Cap Value/Balanced Portfolio

Seeks to diversify assets and reduce volatility by investing in large cap value stocks and highly rated investment grade U.S. fixed income securities.

International (ADR) Equity Portfolio

Seeks to outperform the MSCI EAFE® by investing in internationally-based growth companies listed on U.S. exchanges (ADRs).

Engineered SMA Products

Engineered SMA Overview

Engineered Solutions Brochure

3Q16 Quality Core Portfolio Fact Sheet

3Q16 Quality Dividend Focus-Defensive Fact Sheet

3Q16 Quality Dividend Focus Fact Sheet

3Q16 Quality Value Portfolio Fact Sheet

Doug Brown

Doug Brown

Business Development Executive - West
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Doug Brown

Doug Brown

Business Development Executive - West
 

Doug Brown is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Western United States, Doug partners with registered investment advisors and financial intermediary advisor relationships by identifying investment solutions to help support and grow their practices. Doug has more than18 years of investment industry experience. Prior to joining Northern Trust, his career began on the floor of the Chicago Board of Options Exchange (CBOE). More recently, Doug has held positions within several distribution channels at ING Funds and Cavanal Hill Funds. Doug is a graduate of the University of Arizona and holds FINRA Series 7, Series 63, and Series 65 licenses.

John Cecchino

John Cecchino

Business Development Executive - Northeast
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John Cecchino

John Cecchino

Business Development Executive - Northeast
 

John Cecchino is a Vice President at Northern Trust Asset Management. As the Business Development Executive, John collaborates with registered investment advisors and financial intermediaries in the Northeast. An experienced investment management industry professional, John began his career in 2002. Before joining Northern Trust, he was a Regional Consultant at Thornburg Investment Management. John has held external, hybrid, and internal sales positions at UBS Asset Management, Tocqueville Asset Management, and Principal Financial Group. He earned a BA in Public Relations & Advertising from The Pennsylvania State University and currently holds FINRA Series 7, 63, and 65 securities licenses.

Fernando Muñoz, CIMA<sup>&reg;</sup>

Fernando Muñoz, CIMA®

Business Development Executive - Southeast
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Fernando Muñoz, CIMA<sup>&reg;</sup>

Fernando Muñoz, CIMA®

Business Development Executive - Southeast
 

Fernando Muñoz is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Southeast, Fernando partners with registered investment advisors and financial advisors by identifying investment solutions to help support and grow their business. Fernando has more than 25 years of investment industry experience. Prior to joining Northern Trust, his career began as a Financial Advisor at Merrill Lynch. He was later recruited for leadership positions at Smith Barney where he served as a National Training Officer, Sales Manager and Consulting Group Regional Director. More recently, Fernando was a Regional Director at Davis Advisors, a privately held money management firm based in New York. He was responsible for marketing mutual funds and separately managed accounts. Fernando graduated in Finance from University of Texas at Arlington and received his Certified Investment Management Consultant (CIMA) designation from Wharton Graduate School of Business. He also holds FINRA Series 7, 8, and 66 securities licenses.

Cody Poirier

Cody Poirier

Business Development Executive - Midwest
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Cody Poirier

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.
Matt Radano, CIMA®

Matt Radano, CIMA®

Business Development Executive - Mid-Atlantic
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Matt Radano, CIMA®

Matt Radano, CIMA®

Business Development Executive - Mid-Atlantic
 
Matt is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Mid-Atlantic Region, Matt is responsible for new business development and client service. He has more than 18 years of investment industry experience. Prior to joining Northern Trust, Matt was the Divisional Vice President and Regional Director for Aria Retirement Solutions. He also spent 10 years at Brinker Capital, where he began as an Investment Consultant, and later became the Regional Director for the Southeast Territory. Matt was a financial Advisor for 5 ½ years at AXA Equitable and began his career with Vanguard helping DC Plan participants. Matt holds FINRA Series 7, 63 and 65 securities licenses. Additionally, Matt is a member of the Investment Management Consultants Association and was awarded its Certified Investment Management Analyst (CIMA®) designation in 2007.
Doug Brown

Doug Brown

Business Development Executive - West
View Profile
 
Hide Profile
Doug Brown

Doug Brown

Business Development Executive - West
 

Doug Brown is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Western United States, Doug partners with registered investment advisors and financial intermediary advisor relationships by identifying investment solutions to help support and grow their practices. Doug has more than18 years of investment industry experience. Prior to joining Northern Trust, his career began on the floor of the Chicago Board of Options Exchange (CBOE). More recently, Doug has held positions within several distribution channels at ING Funds and Cavanal Hill Funds. Doug is a graduate of the University of Arizona and holds FINRA Series 7, Series 63, and Series 65 licenses.

John Cecchino

John Cecchino

Business Development Executive - Northeast
View Profile
 
Hide Profile
John Cecchino

John Cecchino

Business Development Executive - Northeast
 

John Cecchino is a Vice President at Northern Trust Asset Management. As the Business Development Executive, John collaborates with registered investment advisors and financial intermediaries in the Northeast. An experienced investment management industry professional, John began his career in 2002. Before joining Northern Trust, he was a Regional Consultant at Thornburg Investment Management. John has held external, hybrid, and internal sales positions at UBS Asset Management, Tocqueville Asset Management, and Principal Financial Group. He earned a BA in Public Relations & Advertising from The Pennsylvania State University and currently holds FINRA Series 7, 63, and 65 securities licenses.

Fernando Muñoz, CIMA<sup>&reg;</sup>

Fernando Muñoz, CIMA®

Business Development Executive - Southeast
View Profile
 
Hide Profile
Fernando Muñoz, CIMA<sup>&reg;</sup>

Fernando Muñoz, CIMA®

Business Development Executive - Southeast
 

Fernando Muñoz is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Southeast, Fernando partners with registered investment advisors and financial advisors by identifying investment solutions to help support and grow their business. Fernando has more than 25 years of investment industry experience. Prior to joining Northern Trust, his career began as a Financial Advisor at Merrill Lynch. He was later recruited for leadership positions at Smith Barney where he served as a National Training Officer, Sales Manager and Consulting Group Regional Director. More recently, Fernando was a Regional Director at Davis Advisors, a privately held money management firm based in New York. He was responsible for marketing mutual funds and separately managed accounts. Fernando graduated in Finance from University of Texas at Arlington and received his Certified Investment Management Consultant (CIMA) designation from Wharton Graduate School of Business. He also holds FINRA Series 7, 8, and 66 securities licenses.

Cody Poirier

Cody Poirier

Business Development Executive - Midwest
View Profile
 
Hide Profile
Cody Poirier

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.
Matt Radano, CIMA®

Matt Radano, CIMA®

Business Development Executive - Mid-Atlantic
View Profile
 
Hide Profile
Matt Radano, CIMA®

Matt Radano, CIMA®

Business Development Executive - Mid-Atlantic
 
Matt is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Mid-Atlantic Region, Matt is responsible for new business development and client service. He has more than 18 years of investment industry experience. Prior to joining Northern Trust, Matt was the Divisional Vice President and Regional Director for Aria Retirement Solutions. He also spent 10 years at Brinker Capital, where he began as an Investment Consultant, and later became the Regional Director for the Southeast Territory. Matt was a financial Advisor for 5 ½ years at AXA Equitable and began his career with Vanguard helping DC Plan participants. Matt holds FINRA Series 7, 63 and 65 securities licenses. Additionally, Matt is a member of the Investment Management Consultants Association and was awarded its Certified Investment Management Analyst (CIMA®) designation in 2007.
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.

Doug Brown

Doug Brown

Business Development Executive - West
View Profile
 
Hide Profile
Doug Brown

Doug Brown

Business Development Executive - West
 

Doug Brown is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Western United States, Doug partners with registered investment advisors and financial intermediary advisor relationships by identifying investment solutions to help support and grow their practices. Doug has more than18 years of investment industry experience. Prior to joining Northern Trust, his career began on the floor of the Chicago Board of Options Exchange (CBOE). More recently, Doug has held positions within several distribution channels at ING Funds and Cavanal Hill Funds. Doug is a graduate of the University of Arizona and holds FINRA Series 7, Series 63, and Series 65 licenses.

John Cecchino

John Cecchino

Business Development Executive - Northeast
View Profile
 
Hide Profile
John Cecchino

John Cecchino

Business Development Executive - Northeast
 

John Cecchino is a Vice President at Northern Trust Asset Management. As the Business Development Executive, John collaborates with registered investment advisors and financial intermediaries in the Northeast. An experienced investment management industry professional, John began his career in 2002. Before joining Northern Trust, he was a Regional Consultant at Thornburg Investment Management. John has held external, hybrid, and internal sales positions at UBS Asset Management, Tocqueville Asset Management, and Principal Financial Group. He earned a BA in Public Relations & Advertising from The Pennsylvania State University and currently holds FINRA Series 7, 63, and 65 securities licenses.

Fernando Muñoz, CIMA<sup>&reg;</sup>

Fernando Muñoz, CIMA®

Business Development Executive - Southeast
View Profile
 
Hide Profile
Fernando Muñoz, CIMA<sup>&reg;</sup>

Fernando Muñoz, CIMA®

Business Development Executive - Southeast
 

Fernando Muñoz is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Southeast, Fernando partners with registered investment advisors and financial advisors by identifying investment solutions to help support and grow their business. Fernando has more than 25 years of investment industry experience. Prior to joining Northern Trust, his career began as a Financial Advisor at Merrill Lynch. He was later recruited for leadership positions at Smith Barney where he served as a National Training Officer, Sales Manager and Consulting Group Regional Director. More recently, Fernando was a Regional Director at Davis Advisors, a privately held money management firm based in New York. He was responsible for marketing mutual funds and separately managed accounts. Fernando graduated in Finance from University of Texas at Arlington and received his Certified Investment Management Consultant (CIMA) designation from Wharton Graduate School of Business. He also holds FINRA Series 7, 8, and 66 securities licenses.

Cody Poirier

Cody Poirier

Business Development Executive - Midwest
View Profile
 
Hide Profile
Cody Poirier

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.
Matt Radano, CIMA®

Matt Radano, CIMA®

Business Development Executive - Mid-Atlantic
View Profile
 
Hide Profile
Matt Radano, CIMA®

Matt Radano, CIMA®

Business Development Executive - Mid-Atlantic
 
Matt is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Mid-Atlantic Region, Matt is responsible for new business development and client service. He has more than 18 years of investment industry experience. Prior to joining Northern Trust, Matt was the Divisional Vice President and Regional Director for Aria Retirement Solutions. He also spent 10 years at Brinker Capital, where he began as an Investment Consultant, and later became the Regional Director for the Southeast Territory. Matt was a financial Advisor for 5 ½ years at AXA Equitable and began his career with Vanguard helping DC Plan participants. Matt holds FINRA Series 7, 63 and 65 securities licenses. Additionally, Matt is a member of the Investment Management Consultants Association and was awarded its Certified Investment Management Analyst (CIMA®) designation in 2007.
Emily Meyer

Emily Meyer

Business Development Executive – North
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Emily Meyer

Emily Meyer

Business Development Executive – North
 

Emily Meyer is a Vice President and Business Development Executive at Northern Trust Asset Management. In her role, Emily is responsible for the firms' relationships with bank trust institutions located in the Northern United States. Emily has more than 13 years of investment industry experience.

Prior to joining Northern Trust, Emily was a Vice President with two boutique investment management firms, one focused on currency strategies and the other on tactical asset allocation portfolios. At both firms, Emily's role was focused on building distribution infrastructure as well as raising capital for their respective asset management products.

In line with her current responsibilities, Emily began her career at Fidelity Investments where she worked with Bank Trust institutions and Registered Investment Advisors across the country. Emily holds a B.S. from Vanderbilt University, Nashville, TN and an MBA from Bryant University in Smithfield, RI. Emily is a member of the Women in ETFs global leadership team, a women's networking organization in the exchange traded fund industry. She currently holds FINRA Series 7, 63, and 65 securities licenses.

Tom Nussbaum

Tom Nussbaum

Business Development Executive – South
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Tom Nussbaum

Tom Nussbaum

Business Development Executive – South
 

Tom Nussbaum is a Vice President at Northern Trust Asset Management. As the Business Development Executive for the Banking Channel covering the Southern half of the United States, Tom partners with bank trust departments and investment areas to develop solutions that help them meet the needs of their client's.

Tom has more than 23 years of banking experience. Prior to joining Northern Trust, he has served in the roles of a BDO, SVP Senior Wealth Management Officer running a Community Bank Trust Department and most recently as a Regional Director for Forward/Salient. Tom is a graduate of Lebanon Valley College and a member of their Athletic Hall of Fame, he holds his series 7 and Series 63 licenses.

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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.