Capital gains taxes can significantly erode the total return for taxable investors. Therefore, tax considerations should be one of the primary objectives in the portfolio management process.
Northern Trust’s tax advantaged equity team will work with you to develop a customized, flexible, tax-efficient solution.
Northern Trust seeks to provide customized risk-efficient, cost-effective market exposure and strong after-tax investment returns through an in-depth understanding of our taxable clients’ complex investment and tax objectives.
Our Investment Process
Customized and flexible tax-advantaged programs are designed to meet your unique long-term investment objectives.
Why Northern Trust for Tax Advantaged Equity?
Jacob Weaver, CPA, CFA is a Senior Vice President at The Northern Trust Company, Chicago. Jake is a senior portfolio manager and team leader on the Active Equity team. He is responsible for the implementation of several quantitative equity strategies specializing in tax advantaged strategies. He also manages a team of 11 portfolio managers and focuses on investment strategy and infrastructure supporting the tax advantaged equity business.
Prior to rejoining the Active Equity team in 2010, Jake was the Head of International Indexing in Northern Trust’s London office, overseeing a team of portfolio managers investing over $60 billion to various international indexes. Prior to this role, Jake spent six years as a portfolio manager focused on quantitative active strategies including Structured Smallcap and Tax Advantaged Equity.
Jake received an M.B.A. from the University of Chicago Booth School of Business with concentrations in Finance and Organizational Behavior and a B.S. degree in Finance from the University of Illinois at Urbana-Champaign. He is a CFA charterholder and a Certified Public Accountant. He is a member of the Investment Analysts Society of Chicago and the CFA Institute.