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Wealth Management
Asset 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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Sue Smith

Sue Smith

Vice President
 
Sue is a Senior Financial Consultant in the Financial Consulting Group. She has twenty years of experience providing financial planning and investment analysis to executives, business owners, high net worth individuals and families. Sue’s emphasis is on retirement planning, cash flow analysis, stock options, compensation and benefits, wealth transfer, charitable gifting, and risk management. Sue’s straight forward approach to planning assists clients in developing solutions to meet their individual needs.

Prior to joining Northern Trust, Sue was a Financial Planner at Guarantee Associates, LLC in Lansing, and an Associate Financial Planner at Ernst & Young, LLP in Chicago from 1997 to 2002. She has been a contributing editor during 2000, 2001 and 2002 for the Ernst & Young Tax Guide.

Sue earned a Bachelor’s Degree in Organizational Management from Calumet College of St. Joseph in Indiana. She received the Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver, Colorado and is a member of the Financial Planning Association (FPA).

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Insights & Research

Helping you anticipate and address change.

 

Jim McDonald: Is the canary in the coal mine getting woozy? - April 21, 2014

 
Overall market volatility has picked up, and high-flying stocks have taken a beating. Is the market signaling a deteriorating investing outlook?
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Northern Trust Perspective

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