Our team brings a variety of experiences, skill sets, and previous professional backgrounds, including: private equity, financial accounting, commercial lending, trading, research, investment banking, and asset management.
Robert P. Morgan is Senior Vice President and Managing Director of Northern Trust Alternatives Group, with management responsibility for the alternative asset investments areas of Northern Trust. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group in 2000, and an area in which he remains heavily involved.
Prior to joining Northern Trust, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, Bob worked for Heller Financial, Inc. (Heller), a middle-market commercial finance company, which was later acquired by General Electric. Bob was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, Bob held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, Bob also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, Bob worked for a commercial bank in North Carolina.
Bob sits on the board of the Illinois Venture Capital Association and several fund advisory boards. He received his B.A. in economics from Wake Forest University and an MBA from Emory University.
Tony Lissuzzo is Director of Hedge Fund Research responsible for manager selection and monitoring.
Prior to joining Northern Trust, Tony was the portfolio manager at Lakeview Investment Management responsible for all aspects of manager research and portfolio construction. Tony was previously Head of New Investments for Man Investments’ global multi manager business. At Man, Tony led a global team responsible for all aspects of due diligence for new hedge fund investments. His primary focus on this team was defining the research process. He began his career at D.E. Shaw as an options trader and portfolio manager, and subsequently held positions at Bank One and Sirius Partners.
He holds an MBA from The University of Chicago Booth School of Business, and a B.S. from the University of Wisconsin in economics. Tony is a CFA® charterholder and a member of the CFA Institute.
Aimee Wight is the Investor Relations Representative for Northern Trust Hedge Fund of Fund programs. Prior to this position she was an Investment Program Manager in Northern Trust Global Advisors’ program management group focused on Wealth Management Group clients (ultra high net worth families and foundations).
Before re-joining Northern Trust, Aimee was a Senior Vice President and member of the Board of Directors for Royal Palm Insurance Company. In this role she was responsible for managing the service provider and investment relationships, and exploring new business opportunities. Prior to Royal Palm, Aimee was a Director for an alternative investment company where she worked on risk-linked investments and business development. She also worked previously for Northern Trust as a commercial lender in the Middle Market Lending group and Treasury Management sales.
Aimee received her B.A. in Business Administration from Illinois Wesleyan University. She is a Chartered Alternative Investment Analyst (CAIA) and a Certified Investment Management Analyst (CIMA). She also holds her series 63 and 7 licenses.
Robert D. DiCarlo joined Northern Trust Alternatives Group in 2011 as Senior Vice President and Chief Administrative Officer. Bob is responsible for implementing several infrastructure projects, and for positioning the group to achieve future growth in assets. Bob previously was with Aurora Investment Management, where he was responsible for all aspects of Aurora’s financial and performance reporting, and he also was involved in many of its systems and operational platforms.
Prior to Aurora, Bob worked at Deutsche Asset Management for nine years, and he has over 20 years of experience in the financial management area. Bob is a Certified Public Accountant (registered in Illinois), graduated from DePaul with a BS in Accounting, and received his MBA from the Kellogg School of Northwestern University.
David R. Williams is an Associate Portfolio Manager for Northern Trust’s Fund of Hedge Funds products with over 11 years of experience in the investments field and the last 9 years focused on fund of hedge funds. He works with both the fund of fund product offerings and the Custom Alternative Program (“CAP”) portfolios.
Prior to joining the firm in 2010, he spent seven years in portfolio management for Glenwood Capital, a large fund of hedge funds, and a subsidiary of the Man Group. He worked closely with the investment committee to analyze and propose portfolio changes that enabled programs to meet their investment mandates while adhering to their investment guidelines. David holds a BS in Finance from Illinois State University and is completing the MBA program at the University of Chicago Booth School of Business with concentrations in Finance and Strategic Management. He is a Chartered Financial Analyst charterholder and a member of the CFA Institute and the CFA Society of Chicago.
Adam J. Magyar is a Senior Investment Risk Analyst at Northern Trust Company of Connecticut. Mr. Magyar is a member of the Risk Management team, responsible for monitoring and analyzing risk and performance of Northern Trust’s hedge fund of funds program. Prior to joining the Risk Management team, he was an investment performance consultant in the Northern Trust Investment Risk and Analytical Services group.
As an investment performance consultant, he worked with large corporate ERISA plans as well as endowments and foundations, assisting his clients in the investment management process by providing them performance measurement services, investment analysis and consulting services. Prior to joining Northern Trust, he worked at the Chicago Stock Exchange and a retail brokerage firm. He holds a Bachelor of Science in Finance from Bradley University and is a CFA Charterholder and Certified Financial Risk Manager.
Brian Tam is a Research Analyst at Northern Trust Investments. Mr. Tam is a member of the hedge fund research team responsible for manager research and ongoing monitoring and analysis. He currently focuses on Event Driven, Credit, and Healthcare focused managers, and has covered long/short equity generalists and other sector specialists as well. Mr. Tam joined Northern Trust as a part of its Global Opportunities in Leadership Development Investments rotational program. His rotation experiences included Wealth Advisory, Equity Research, and Northern Trust Global Advisors Manager Research and Product Management.
Brian received his BA from Northwestern University as a double major in Economics and Mathematics. Mr. Tam is a Chartered Financial Analyst.
Jessica Chu is an Investor Relations Senior Associate for the Northern Trust Alternatives Hedge Fund Program. Prior to joining Northern Trust, Ms. Chu was an Asset Management Analyst at the J.P. Morgan Private Bank, where she tailored fixed income investment solutions for ultra high net worth individuals and select institutions. She also supported a team of investment specialists and worked directly with the Region Director for the sales management of investment products and business development initiatives. During her time at J.P. Morgan, Ms. Chu was responsible for managing the private equity and hedge fund books in fund raising and marketing for the Central Region. Ms. Chu received her Bachelor of Arts degree from Northwestern University in English Literature and International Studies. She also holds her FINRA Series 7 and 63 licenses.