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Meet Our Defined Contribution Experts

 
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Consult with a Trusted DC Specialist

Our strategic vision considers the perspectives of both plan sponsors and the ultimate beneficiaries of our efforts - plan participants

 
Sabrina Bailey

Sabrina Bailey

Global Head of Defined Contribution Solutions
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Sabrina Bailey

Sabrina Bailey

Global Head of Defined Contribution Solutions
 

Sabrina Bailey is the Global Head of the Defined Contribution Solutions with responsibility for the development and deployment of Northern Trust’s defined contribution strategy globally. In this role she leads the talents and resources of the defined contribution solutions team, partnering with the distribution and client service teams to ensure clients have access to the defined contribution expertise and services they need, when they need it. Sabrina has addressed various industry groups at conferences and been quoted in the press (Financial Times, Pension and Investments, PLANSPONSOR, USA Today, and the Wall Street Journal).

Prior to joining Northern Trust, Sabrina served as the US Defined Contribution Segment Leader for Mercer Investments. In her role she is responsible for building Mercer Investments DC business through the deployment of innovative solutions and intellectual capital to consultants, clients and the market. Additionally she provided investment consulting services to some of Mercer’s largest retirement plan clients and served as the chair the DC Strategy Committee. Prior to her role at Mercer, Sabrina held the Seattle Office Leader position for Towers Watson Investments as well as providing investment consulting services to corporate, nonprofit and governmental sponsors of retirement plans. Prior to joining Towers Watson Sabrina held investment consulting and manager research positions at RogersCasey and Arnerich Massena & Associates in Portland, Oregon.

Sabrina received her B.A. in Business Economics and Management and her M.B.A. in Organizational Leadership from George Fox University. She is an acting member of Pension & Investments DC West 2015 Conference Advisory Board and is a member of the Defined Contribution Institutional Investment Association, serving on both the Editorial Review Board and the Investment Policy Committee.

Lee Freitag

Lee Freitag

Senior DC Investment Strategist
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Lee Freitag

Lee Freitag

Senior DC Investment Strategist
 

Lee Freitag, Senior Vice President, is a Senior Investment Strategist for Defined Contribution Solutions at Northern Trust Asset Management, Chicago. He is responsible for the development and positioning of investment solutions designed for defined contribution plans including target retirement date investments as well as other multi-asset class and proprietary investment solutions. Previously, Lee was a senior product manager for liability driven investments and taxable fixed income within Northern Trust. Prior to this assignment, he was an investment consultant in the wealth management group's investment consulting services division. Lee’s twenty plus years in the financial services industry include 23 years at Northern Trust, as well as prior experience at SEI Corp. Lee received his BS degree in finance and his MBA in management accounting from DePaul University. He has attained his series 7 and 63 FINRA registrations.

 
Susan Czochara

Susan Czochara

Managing Director
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Susan Czochara

Susan Czochara

Managing Director
 
Susan Czochara is a Senior Vice President and Managing Director  for Defined Contribution Solutions at Northern Trust in Chicago. She is responsible for the development and positioning of investment solutions designed for defined contribution (DC) plans. She is a member of the Northern Trust Defined Contribution Investment Policy Committee, which oversees the management of the Northern Trust Focus Funds, Northern Trust’s flagship target retirement date series. Susan is also responsible for the coordination of DC research and thought leadership content developed by the Defined Contribution Solutions team.

Susan began her career at Northern Trust as a product manager in 2000, supporting quantitative management strategies and subsequently taxable fixed income investment solutions, prior to focusing on the DC channel in 2006. Her responsibilities included the coordination of marketing, reporting and compliance issues related to these products. Prior to becoming a product manager, Susan was an internal auditor at Northern Trust and National City, supervising audit teams of varying sizes in the execution of investment-related audits. Susan received a B.A. from Miami University and an MBA from the Kellogg School of Management, Northwestern University. She is a certified public accountant and has attained her FINRA Series 7 and 63 registrations.
Gaobo Pang

Gaobo Pang

Senior Behavioral Finance Specialist
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Gaobo Pang

Gaobo Pang

Senior Behavioral Finance Specialist
 

Gaobo Pang, Ph.D., CFA, is a Senior Vice President in Defined Contribution Solutions at Northern Trust in Chicago. He leads advanced analytics, develops and evaluates optimal strategies in the lifecycle framework, and has a special focus on behavioral finance, with the ultimate objectives for innovative and customized solutions in the fast-growing DC asset management business.

Prior, he was a Senior Economist at Towers Watson, provided consulting services in benefits and risk management, and supervised research in pension finance, qualified investment alternatives, and income strategies. Prior to his role at Towers Watson, he was at the World Bank conducting macroeconomic research on sovereign debt sustainability, economic growth, and efficiency of public spending.

Dr. Pang speaks at academic and practitioner meetings and his work has been published in leading peer-reviewed journals. He was a 2011 Finalist for TIAA-CREF Paul A. Samuelson Award for “Outstanding Scholarly Writing on Lifelong Financial Security” and was the winner of the 2014 Risk Management and Insurance Review (RMIR) Best Article Award.

Pang holds a Ph.D. in Economics from the University of Maryland, College Park, a M.S. in Finance from Tsinghua University (formerly the GSPBC), and a B.A. in International Economics from Fudan University. Pang is a holder of the right to use the Chartered Financial Analyst® designation.

 
Tom Lauer, Certified Retirement Services Professional

Tom Lauer, Certified Retirement Services Professional

Defined Contribution Asset Servicing Consultant
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Tom Lauer, Certified Retirement Services Professional

Tom Lauer, Certified Retirement Services Professional

Defined Contribution Asset Servicing Consultant
 

Tom Lauer is a member of the Corporate & Institutional Services Consulting group at Northern Trust in Chicago. His focus within the group includes new business consulting as well as working with product people worldwide to develop and deliver defined contribution solutions for large, complex clients and prospects of Northern Trust. Additionally, Tom works with Northern Trust’s DC Solutions team to provide defined contribution plan expertise that integrates with Northern Trust’s asset servicing capabilities. In addition, Tom consults with plan recordkeeping firms to develop and support the operational infrastructure necessary to provide seamless delivery of customized plan solutions.

Tom brings 27 years of experience in the defined contribution market place to his role at Northern Trust. Prior to his current role, Tom provided plan valuation consultation, particularly recordkeeping, plan structure and productivity improvements, for Northern Trust’s defined contribution plan clients. Tom’s experience at Northern Trust includes working in the recordkeeping unit as an account specialist. He also served as a team leader in the global custody accounting unit.

In addition to his work at Northern Trust, Tom has served as a savings plan administrator for a large industrial products distributor headquartered in the Chicago area. He also worked as a trust administrator in the recordkeeping unit of Harris Trust & Savings Company.

Joe Haas, CFA, CAIA

Joe Haas, CFA, CAIA

DC Senior Product Manager
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Joe Haas, CFA, CAIA

Joe Haas, CFA, CAIA

DC Senior Product Manager
 

Joe Haas is a vice president and a product manager for Defined Contribution Solutions at Northern Trust, Chicago. He is responsible for the development and positioning of investment solutions designed for defined contribution plans including target date funds.

Prior to joining Northern Trust, Joe was a Consultant with Hewitt EnnisKnupp. In that role, Joe was a member of the firm's defined contribution research team where he assisted in leading target date fund research. He also worked with institutional plan sponsors on both defined benefit and defined contribution plans.

Joe received a B.S. degree in Finance from Marquette University and an MBA with distinction in Managerial Finance from DePaul University. Joe is a CFA Charterholder, a member of the CFA Society of Chicago, and a CAIA Charterholder. Joe is also a member of the Defined Contribution Institutional Investment Association.

 
Sergio Rego

Sergio Rego

Product Analyst, Defined Contribution Solutions
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Sergio Rego

Sergio Rego

Product Analyst, Defined Contribution Solutions
 

Sergio Rego is a product analyst for defined contribution solutions at Northern Trust Global Investments, the asset management arm of Northern Trust Company, Chicago. He is responsible for supporting the development and positioning of investment solutions designed for defined contribution plans including target retirement date investments.

Prior to his role on the defined contribution solutions team, Sergio rotated through Northern Trust Global Investment’s active equity, strategic development, and index management business units as a member of the Global Opportunities in Leadership Development (GOLD) Program.

Before joining Northern Trust, Sergio completed wealth management internships at UBS and Goldman Sachs. He also held a commodity trading internship at Cargill, and a private equity internship at Banyan Mezzanine Partners.

Paul Root, CFA

Paul Root, CFA

DC Investment Strategist
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Paul Root, CFA

Paul Root, CFA

DC Investment Strategist
 

Paul Root is a DC Investment Strategist for Defined Contribution Solutions at Northern Trust Asset Management in Chicago. He is responsible for the development and positioning of investment solutions designed for retirement plan sponsors. Previously, Paul was a Senior Quantitative Investment Risk Associate where he was responsible for investment risk analysis across proprietary investment products within Northern Trust Asset Management. Prior to this, he was a Client Serving Associate, working with Northern Trust's largest institutional clients.

Paul received his BS degree in Finance from the University of Illinois at Urbana-Champaign. He is a CFA Charterholder, a member of CFA Institute, and a member of the CFA Society of Chicago.

 

Active Industry Engagement

Northern Trust's professionals are active members in organizations dedicated to advancing
employee benefit programs and successful retirement outcomes for employees.

 

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