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Wealth Management
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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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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.

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).

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.