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RIAs/Financial Advisors

 
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Finding the right financial partner is more important than ever in helping your clients prepare for today and tomorrow.  Northern Trust has worked with financial advisors and RIAs to develop wealth management strategies for decades.

We understand the unique investment and services needs of high net and ultra-high net worth investors. Northern Trust is one of the world's leading asset managers. We employ an investment process – across all product lines – that seeks to balance risk with return.  Returns on the investments we manage are framed in terms of the risks we took and those we chose not to take.

We provide financial advisors access to a broad array of 100% no-load mutual funds including quantitative active funds, tax-exempt funds, multi-manager funds and managed accounts solutions.  Northern Trust Asset Management’s size, scale and staff tenure can provide tangible benefits for you and your clients.

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

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.

For more information on our investment solutions, please provide your contact information.

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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.