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Richard Barnett is the Chief Investment Officer for the West Region of Northern Trust's Personal Financial Services (PFS) business unit and a member of Northern Trust's Global Investment Policy Committee. In that role he guides the investment activities of Northern's portfolio managers in California, Washington and Nevada. Richard was most recently the Director of Institutional Investment Services and the Senior Investment Officer for the Los Angeles office where he focused on investment program design and implementation for pension plans, foundations, endowments, and not-for-profit organizations. He has twenty years of money management experience with expertise in both quantitative and fundamental investing and includes a focus on asset allocation, manager and fund selection, and monitoring and reporting.
Prior to joining Northern Trust, Richard was Vice President and Director of Equities at City National Investment Advisors. Prior to City National, he held senior positions with SSI Investment Management and Leland O’Brien Rubinstein Associates, where he was Chief Investment Officer.
Richard has an MBA in Finance from the University of California and a Bachelors degree in Economics and Psychology from Claremont McKenna College. He is a Chartered Financial Analyst (CFA) and a Certified Investment Management Analyst (CIMA). Richard is past president of the CFA Society of Los Angeles, and former chair of the Technology Advisory Committee of the Chartered Financial Analysts Institute (CFAI).
Bob Browne is an Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group.
Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has more than 20 years of investment experience.
From 2004 until 2009, Bob worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and Managing Partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was Co-Head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.
Bob holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. Bob holds the Chartered Financial Analyst designation.
William M. Camp is a Senior Vice President and Senior Portfolio Manager for Palm Beach and Martin Counties, and is based in the North Palm Beach, Florida office of The Northern Trust Company. Bill began his career with Northern Trust in 1988 in Miami and transferred to Palm Beach County in 1994. Bill is a senior investment professional on a Wealth Advisory team based in Palm Beach County, and is the practice leader for the investment team in Palm Beach and Martin Counties.
Bill joined Northern Trust after spending two years with a consulting firm in Washington, D.C. as a Financial Analyst. Prior to that time, he served on the staff of a Member of Congress.
Bill is a graduate of Wake Forest University in Winston-Salem, North Carolina where he earned his Bachelor of Arts degree in History. He later earned a Master of Business Administration from The George Washington University in Washington, D.C., where he specialized in Finance and Investments. In addition, he is a Chartered Financial Analyst (CFA) and a Certified Investment Management Analyst (CIMA).
Bill is a member of the South Florida Financial Analysts Society. He also serves on the Wake Forest University Alumni Council. Bill is currently a member of the Board of Directors of Coastal Conservation Association Florida and is its Budget Committee Chairman. Bill is also on the Board of Fish Florida, a non-profit organization that supports statewide efforts to educate children about Florida’s fish and aquatic habitats. A native of Fort Lauderdale, Bill is an avid fisherman, outdoorsman, and conservationist. Bill lives in Tequesta with his wife, Wendy.
John Leo is a Senior Vice President at The Northern Trust Company, Chicago. John is Director of Personal Investment Services and Chief Investment Officer for the Central Region. As such, he is responsible for leading the personal investment practice across the Chicago and suburban Illinois affiliate financial centers.
John rejoined the Personal Investment business in March of 2005 after two years as Director of Growth Equities in which he headed the Institutional Asset Management Group. In that role, he oversaw management of the active growth equity funds within the Northern and Northern Institutional Fund families as well as separately managed client portfolios including pensions, endowment funds and foundations.
Prior to that assignment, John was a senior portfolio manager and team leader in the Personal Investment Management Group, managing trust, agency and estate portfolios. He was also co-manager of the Northern Technology Fund from its launch in 1996 through mid-2004.
Additional responsibilities include contributing membership on Northern's Investment Policy Committee, the Equity Sector Strategy Committee and the Personal Investment Compliance Committee.
Jim McDonald is a Senior Vice President and Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies Hedge Fund.
Prior to joining Northern Trust as a Senior Vice President in 2001, Jim was Director of Research at ABN AMRO in New York and Chicago (1994-2000) and Equity Research Analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.
McDonald received a B.B.A. from the University of Michigan and an MBA degree with high distinction from Babson College in Wellesley, Massachusetts. He is a member of the CFA Society of Chicago and a registered CPA in the State of Michigan.
Timothy T.A. McGregor, Senior Vice President of Northern Trust, manages the Northern Intermediate Tax-Exempt Fund and the Northern Tax-Exempt Fund and co-manages the Northern Florida Intermediate Tax-Exempt Fund.
Mr. McGregor began his career at Northern Trust in 1989 and has held positions as an investment manager representative and tax-exempt fixed income manager for high-net-worth individuals. He has managed the Northern Tax-Exempt Fund since the beginning of 1998, the Northern Intermediate Tax-Exempt Fund since the end of 2000 and has co-managed the Northern Florida Intermediate Tax-Exempt Fund since October 2004.
Mr. McGregor received a B.S. in economics with a minor in East Asian studies from Indiana University. He is a CFA charterholder.
Katherine is the Chief Investment Officer for the Personal Financial Services business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust's Personal Financial Services (PFS) business from the firm's Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm's 79-office PFS franchise. Katie sits on the Firm's Investment Policy Committee and Tactical Asset Allocation Committee, and she chair's the PFS Investment Advisory Committee.
Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.
Katherine received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).
Colin A. Robertson is an Executive Vice President at Northern Trust in Chicago. Colin is the Managing Director of Fixed Income for Northern Trust asset management with responsibility for more than $300 billion in fixed income assets. Colin is responsible for overseeing fixed income investments for individual and institutional investment management accounts at Northern Trust as well as for Northern Funds and Northern Institutional Funds. Through his leadership managing interest-rate sensitive and credit-sensitive fixed income portfolios, Northern Trust has built a world-class fixed income team, investment process and products.
Prior to joining Northern Trust as a Senior Vice President in July 1999, Colin worked for Mellon Financial Corporation where he was the Chief Investment Officer of securities lending cash reinvestment. At the same time, Colin was a senior manager representing investment activities for Mellon Capital Management and The Boston Company. Prior to Mellon Financial, Colin managed short/intermediate portfolios and funds for Harris Investment Management. In addition, he has 7 years of experience as a sell-side trader of mortgages, Treasuries, asset-backed, corporate, agency and various other fixed-income asset types across the entire yield curve spectrum.
Colin is a board member and trustee of the LaGrange, Illinois, Firemen's Pension Fund, and a board member and Vice President of the LaGrange, Illinois, Policemen's Pension Fund. In addition, Colin is a board member of the American Bankers Association Investment Advisory Committee.
Colin received a B.S. in business from Indiana University and an MBA in finance/international management from the Kellogg Graduate School at Northwestern University.
John McGowan, Senior Vice President, is the National Practice Leader for the LGBT & Non-Traditional Family Practice. John ensures appropriate financial planning expertise and solutions are brought to Northern Trust's relationships with LGBT individuals, same-sex couples and LGBT-based not-for-profit organizations. He is also responsible for seeing that Northern Trust's services remain effective as the legal and tax landscape for the LGBT community evolves at state and national levels.
Prior to his current role, John was a member of the Wealth Management Group, where he saw the delivery of investment advisory, investment management, custody, private banking, fiduciary and tax services to U.S. and international families of substantial wealth. John has been with Northern Trust for 12 years.
John holds his B.S. in Mathematics from Loyola University of Chicago, and his M.B.A. in Finance from the University of Chicago. He is a Certified Financial Planner™ (CFP®).
John is on the board of the Lookingglass Theatre in Chicago. He is also affiliated with The Nature Conservancy, Lambda Legal, Center on Halsted, Howard Brown Health Center, and Financial Planning Association.
As national director of philanthropic services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic services to Personal Financial Services clients. She specializes in administering charitable trusts and private foundations and counsels clients regarding charitable giving and grant-making practices. Marguerite was most recently a senior trust administrator and relationship manager in the Personal Trust Administration Department where she was responsible for the administration of large, complex trusts for individuals and families, including irrevocable trusts, family limited partnerships, charitable trusts and supporting organizations. Her duties involved working with sophisticated estate plans, sensitive family situations and complex property transfers.
Prior to joining Northern Trust in 1999, Marguerite was a vice president and trust administrator within the private clients division of Bank One (now Chase). She also practiced law as an associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, nonprofit organization law, charitable trusts and private foundations.
Marguerite received her bachelor’s degree from Washington University in St. Louis, her law degree from Northwestern University School and is a Certified Trust and Financial Advisor. She is a member of the Chicago Bar Association and the Chicago Estate Planning Council and is admitted to practice before the Illinois Supreme Court. Marguerite has received recognition from Chicago United as a 2007 Business Leader of Color.
She is an active volunteer, advisor and board member with several charitable and cultural institutions, including The Art Institute of Chicago, The Chicago Symphony Orchestra, The Chicago Community Trust, The Ravinia Festival and the WFMT/WTTW Planned Giving Committee and the Donors Forum.
Marguerite’s areas of specific expertise include:
Suzanne L. Shier is the Director of Wealth Planning and Tax Strategy for Personal Financial Services at Northern Trust. In this capacity, she is responsible for leading the Personal Financial Services wealth planning group and for providing thought leadership on federal tax issues of interest to clients, with a special emphasis on tax policy and legislation, charitable giving, cross-border trust design and fiduciary law.
Prior to joining Northern Trust, Ms. Shier spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates Practice Group, representing individuals, charitable organizations, and corporate fiduciaries in a full range of estate planning and fiduciary services, including cross-border planning, and fiduciary administration matters.
Ms. Shier is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School and also a frequent speaker and author. She has been quoted in publications such as the Wall Street Journal and Bloomberg and has received numerous professional honors and recognitions.
Ms. Shier earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan in 1982. She received her law degree, cum laude, from the Loyola University Chicago School of Law in 1985 and a master of laws in taxation from the DePaul University College of Law in 1997.
In the Chicago civic community, Ms. Shier is actively involved in many women’s, diversity and education initiatives, including serving on the Boards of Directors of Gads Hill Center and the Chicago Coalition of Women’s Initiatives in Law and as Chairperson of the Board of Directors of Chicago Scholars, a college access program for high potential urban students.
Ms. Shier is a fellow of the American College of Trust and Estate Counsel where she is a member of the International Committee and a member of the International Bar Association, the Society of Trust and Estate Practitioners, the American Bar Association and the Chicago Estate Planning Council.
Prior to his current role, Ray served in the dual capacity of Trust Administrator and Wealth Strategist, where he was responsible for the administration of large, complex trusts for individuals and families. His duties often involved working with sophisticated estate plans, sensitive family situations, and complex property transfers.
Ray began his career with Northern Trust in June, 1980. Ray worked as tax counsel with special expertise in tax exempt organizations, fiduciary income tax, and estate/gift tax before leaving for private law practice in 1990.
From 1990-1994, Ray was a partner in the Chicago law firm of Hoogendoorn, Talbot, Davids, Godfrey & Milligan where he assisted high net worth clients with business succession planning, the drafting of trust and wills, charitable gift planning, trust litigation, corporate transactions, and probate practice during his time in private law practice.
Prior to rejoining Northern Trust in December of 2000 Ray was a Vice President with NBD Bank (n/k/a J P Morgan Chase) where he served as a trust officer and as local trust counsel.
Ray has a B.A. from Valparaiso University and a J.D. from The Ohio State - Moritz College of Law. He is a registered representative holding a series 7 and 66 license and is also an attorney licensed to practice in Illinois and before the U.S. Tax Court. In addition, Ray is a Certified Financial Planner (CFP) and formerly taught as an adjunct professor in the MBA program of Benedictine University. He is a current member of the Chicago Estate Planning Council.
Andrea O. Hasten is a Senior Vice President at The Northern Trust Company, Chicago. She is the Division Manager of the Estate Settlement Services and Guardianship Administration Divisions in the Personal Trust and Financial Services Department. She is responsible for the supervision of a group of professionals who administer complex estates of decedents, taxable trusts, court supervised and independent administration probate estates. Hasten also manages the Guardianship Administration Group which administers accounts of disabled children and adults, and other court supervised guardianship accounts. Her duties include decisions involving sophisticated estate planning, legal issues, sensitive family situations and complex property management. She also coordinates activities related to tax and investment issues with internal and outside advisors.
Hasten joined Northern Trust in 1988 as a Vice President and was promoted to Senior Vice President in July, 1997. She has managed the Tax Division and the Financial Consulting Centers at Northern Trust. Prior to joining Northern Trust, Hasten was a Vice President at Rose & Company Investment Brokers, Inc., which was acquired by Charles Schwab. She was a stockbroker and managed the trading and sales people. She also worked as an outside consultant to Northern Trust.
Hasten received a B.S. degree from MacMurray College, an M.B.A. degree from Northwestern University’s Kellogg Graduate School of Management, and a J.D. degree from the Chicago Kent College of Law. She is a Certified Public Accountant and holds a Series 7 securities license.
Hasten is a member of the Illinois CPA Society. She is Chairman of the Board at the Admiral at the Lake Retirement Home, Regent at Lincoln Academy of Illinois, Director of the Cuneo Foundation, and a Member of the Chicago Bar Association and the Chicago Estate Planning Council. She is licensed to practice law in Illinois. Andrea received the distinguished alumna award from MacMurray College in 2000.
R. Hugh Magill is an Executive Vice President at The Northern Trust Company, Chicago, where he serves as Chief Fiduciary Officer and National Director of Trust Services. In this capacity he is responsible for Northern Trust’s fiduciary and philanthropic services to private clients nationally.
Prior to joining Northern Trust in September, 1989, Hugh practiced law privately in Chicago, and worked in the Trust Department at The First National Bank of Chicago where he served as Assistant to the Chief Investment Officer.
Hugh received a B.A. degree, cum laude, from St. Olaf College in Northfield, Minnesota, and a J.D. degree from the University of Minnesota Law School, where he was named a distinguished alumnus in 2005.
Hugh is a member of the Chicago, Illinois and American Bar Associations, the Chicago Estate Planning Council, and the Christian Legal Society. He is licensed to practice law in Illinois and Minnesota and admitted to practice before the United States Tax Court. He is a faculty member of the American Banker’s Association National Trust School and lectures for the Illinois Institute for Continuing Legal Education, many Bar Associations, and Northern Trust on estate and charitable planning, trust administration, and fiduciary risk management. He serves on the Boards of the Creator Arts Center, the Block Museum of Art, and several foundations. He is a member of the Site Council for the Gaylord Building of the National Trust for Historic Preservation and a Scoutmaster with the Boy Scouts of America. He and his wife reside in Winnetka, Illinois with their three children.
Christopher D. Perry is a Senior Fiduciary Officer at Northern Trust Bank in Boston, Massachusetts. Mr. Perry is in charge of trust and account administration, estate planning services, and coordination of family office services at Northern Trust in Boston. He serves as the primary contact for client families with complex trust, partnership and charitable accounts, helping families with tax and financial planning opportunities while overseeing the administration of their accounts.
Prior to joining Northern Trust, Chris served as an attorney in the Trusts and Estates Department of Choate, Hall & Stewart LLP, where he assisted individuals, families, trustees and private foundations with family wealth preservation, estate planning and tax planning.
Chris received his Juris Doctor from Boston College Law School in 1998, and earned his Bachelor of Arts from Wesleyan University in 1990. He is a member of the Massachusetts Bar and the U.S. Tax Court. A long-time member of the American and Boston Bar Associations, Chris is the in-coming Chair of the Trusts & Estates Section of the Boston Bar Association. He has made numerous presentations to audiences at the Boston Bar Association and Massachusetts Continuing Legal Education, Inc. on various estate planning topics, including estate planning in a low-interest rate environment, charitable planning, leveraged gifting strategies, tax law updates, the generation-skipping transfer tax, marital deduction planning, the Massachusetts Uniform Probate Code and the Massachusetts Principal and Income Act.
Stacy E. Singer is a Senior Vice President at The Northern Trust Company, Chicago. She is the Central Region Fiduciary Practice Leader, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients throughout the Midwest. She previously served as a manager of Administration in the Estate Settlement Services Group.
Prior to joining Northern Trust as a Vice President in June 2003, Stacy was a Vice President- Estate Administration at Harris Trust & Savings Bank. Other previous positions include an Associate at Burke, Warren, MacKay & Serritella, P.C. from 1995 to 1999 and an Associate at Chuhak & Tecson, P.C. from 1993 to 1995.
Stacy received a B.A. degree in Political Science with high honors from the University of Michigan and a J.D. degree from the University of Michigan Law School.
Stacy is a member of the Board of Directors of the Chicago Estate Planning Council and a member of the Trust Law Committee and the Probate Practice Committee of the Chicago Bar Association. She is an Adjunct Professor at the John Marshall Law School, Center for Tax Law and Employee Benefits and was previously on the Faculty of the American Bankers Association National Trust School. She is a member of the Professional Advisory Committee for Jewish United Fund of Metropolitan Chicago.
Mary Ann is a senior vice president in the Wealth Strategies Group at The Northern Trust Company. Prior to joining The Northern, she held several positions with JPMorgan, most recently as the National Director of the Wealth Advisory Practice Group for Private Wealth Management and was a member of the Global Fiduciary Operating Committee. She brings extensive experience in providing high net worth individuals with sophisticated estate planning solutions. These solutions address gifting, business succession, retirement, executive compensation, generational and charitable planning. Prior to entering the financial services industry, she was in private practice with several well regarded estate planning firms.
Ms. Sisco received her Bachelor of Business degree from the University of Toledo and her JD from Chicago-Kent College of Law. She is an adjunct professor in the LLM Program for Tax and Employee Benefits at the John Marshall Law School. She has been on the faculty of the American Bankers Association National Trust School, and has been a guest lecturer at Chicago-Kent College of Law. She is also a frequent commentator on wealth transfer planning issues and has been quoted in The Wall Street Journal, Money Magazine, Smart Money, Business Week and U.S. News & World Report. She is a regular speaker for many professional and civic groups on topics such as The Advantages of Delaware Trusts, Business Succession Planning for the Closely Held Business Owner, Leaving a Legacy and Wealth Transfer Solutions in a Low Interest Rate Environment.
Mary Ann is a member of the Chicago Estate Planning Council, Chicago Finance Exchange, a member of the Planned Giving Committee at WTTW, and is a Young Professional Board Member for the Chicago Community Trust. In her spare time, she has competed in triathlons and various running events, including several ultra-relays, a 200-mile, 24 hour running race.