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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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Wealth Management Expert Biography

 
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Nancy L. Nauheimer

Nancy L. Nauheimer

Vice President
 
Nancy is a Senior Financial Consultant in Northern Trust's Financial Consulting Group. She has over ten years of experience in the financial services industry, providing financial planning to senior executives of public and privately held firms, entrepreneurs, high net worth individuals and their families. Nancy provides comprehensive financial planning in the areas of retirement planning, asset allocation and investments, risk management, income tax, stock options, pre-IPO planning, executive compensation and benefits, education and major goal funding, wealth transfer, estate planning and charitable giving. Her integrated consultative approach helps clients develop strategies to achieve their financial goals. Nancy's planning focus includes disability and special needs planning, financial education and inter-generational wealth planning.

Prior to joining Northern Trust, Nancy was a consultant and strategic planner serving Fortune 500 companies - specializing in the financial services industry, consumer package goods, retail, healthcare and technology sectors, where she helped support corporate growth and profitability strategies. She developed her client service, analytic and advisory skills while a member of the Research and Strategic Planning Group of a Fortune 100 Company in Chicago, and as Senior Project Manager at two global Marketing Research/Consulting firms.

Nancy holds a Master’s degree from the University of Illinois Chicago, and completed the Certified Financial Planner program at DePaul University. She holds the Certified Financial Planner™ (CFP®) and Certified College Planning Specialist designations. Nancy is a member of the Financial Planning Association (FPA), Chicago Estate Planning Council (CEPC) and National Institute of Certified College Planners (NICCP).

Nancy serves as President of the Disability Business Resource Council at The Northern Trust, providing awareness, education, advocacy and support on disability and caregiver related issues to benefit our clients, partners and the communities we serve, with a Focus on Ability!

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Insights & Research

Helping you anticipate and address change.

 

Focus on upside surprises vs. downside risks.

 
December 15, 2014 - Wayne Bowers
Investors need to focus on upside surprises vs. downside risks. Our international Chief Investment Officer shares his insights. Watch.
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Northern Trust Perspective

Monthly publication designed to keep you abreast of the latest economic and market changes.