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Retirement Plan Advisors

 
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As a retirement plan advisor you have the amazing, yet daunting, task of guiding investments in the approximately $4 Trillion US retirement market.

Helping your clients design well-constructed plans that may provide a positive outcome for their participants is critical. At Northern Trust we understand the challenges you face as you seek to educate your clients and their participants while providing sound investment solutions. Northern Trust manages more than $105 Billion in defined contribution assets for mid-to-large corporate plans. While the size of the plans you service may be smaller, the demands by plan sponsors and participants are not.

Northern Trust offers a diverse set of solutions that can help meet the needs of nearly any sized plan. These include a broad selection of index and active equity and income funds. At Northern Trust, we believe more can be done to drive financial success at retirement. Please take a look at our ongoing Defined Contribution research – The Path Forward – which reveals what plan participants think about plan sponsors’ efforts to help them achieve more desirable results at retirement.

Contact our financial intermediary consulting group at 877-867-1259 or reach out to one of our experienced investment relationship managers today.

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.

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.

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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.