Northern Trust offers proactive guidance and thought leadership to help anticipate your needs and provide custom solutions that fit your life.
John Honney is a Senior Financial Consultant in Northern Trust’s Advisory Services Group. He works closely with the owners of privately held companies as they evaluate whether to sell or hold onto their businesses. He helps clients assess their options in the context of prevailing market conditions, industry trends and the personal needs and preferences of the owners. He also helps clients understand what potential buyers may demand and expect, as well as how to prepare their companies for the smoothest possible sale process.
Prior to joining Northern Trust, Mr. Honney ran his own advisory services practice where he led private middle market companies through financings, transactions and other corporate development activities. He advised companies in the steel, automotive, branded products, business services and other manufacturing sectors. Previously, he was a member of the faculty of the Kellogg School of Management, where he taught “Venture Capital and Private Equity Investing,” and was a senior member of BMO Nesbitt Burns Equity Partners, a private equity fund which invested in a broad spectrum of middle market companies.
Mr. Honney graduated cum laude from Middlebury College in 1989 and earned an MBA from the Kellogg School of Management in 1995.
He began his career in Goldman Sachs’ Economics Research Group, later joining a boutique investment bank that specialized in distressed situations, where he advised unsecured creditor committees in Chapter 11 reorganizations.
Mr. Honney is an instrument-rated, multi-engine, commercial pilot. He is a member of the Midwest Business Brokers and Intermediaries and serves on the Alumni Admissions Committee for Middlebury College. He also works closely with the North Lawndale College Preparatory High School, helping recent graduates find summer employment opportunities.
Kevin M. Harris is a Senior Vice President at The Northern Trust Company, Chicago. He is the Managing Director of the Family Business Group which consists of a team of professionals who manage, value, advise and act in officer and director capacities for closely-held entities held by Northern Trust in either an advisory or fiduciary capacity.
Mr. Harris has extensive experience in income, gift and estate tax planning as well as the administration, management and governance of closely held business entities. Kevin serves in an officer and /or director capacity in a number of companies held in the Family Business Group’s portfolio which Northern Trust holds in a fiduciary capacity. He engages with business owners in addressing their needs and in developing strategies to assist them in achieving their goals.
Mr. Harris assists Northern Trust relationship managers in addressing the “family dynamics” that many times surround the ownership of closely-held businesses. He has also had hands-on involvement with overseeing the provision of advisory services to business owners including engagements addressing strategic planning, governance, business restructurings and the marketing and sale of closely held entities.
He joined Northern Trust in February 2005 after having spent 12 years in the Family Office industry. Most recently, Mr. Harris served in a CFO role for a first generation Family Office and held officer and director level positions in a number of its portfolio companies. He has hands-on experience working with companies ranging from start-ups to mid-size businesses including both organizations that are growing as well as those requiring “change-management.” Previously, Mr. Harris worked in public accounting including seven years with Arthur Andersen, Chicago.
Mr. Harris is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ (CFP®)
Prior to joining Northern Trust, Frank was with Bank One’s (now JPMorgan) Private Client Services group in the Financial Planning and Insurance division. Before that, Frank worked for seventeen years with The Greater Chicago Group (now GCG Financial) in north suburban Chicago as a consultant to its financial planning, investments, employee benefits and qualified plans divisions.
Frank graduated from Northwestern University’s Technological Institute and its Law School. In addition to a law degree (JD), Frank has earned the designations Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®).
Garrett earned his bachelor’s degree from Amherst College. He completed the Certified Financial Planner program at DePaul University, and earned the CFP® designation from the College of Financial Planning in Washington, D.C.
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!
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 is a holder of the right to use 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 an Executive Vice President and the 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 and Equity Long/Short Strategies Hedge Funds.
Prior to joining Northern Trust in 2001 as the Director of Equity Research, Jim was Director of Equity 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 BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the State of Michigan.
Katie is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management 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 60+ Wealth Management offices. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee. Katie was selected as one of Private Asset Management’s ‘50 Most Influential Women in Private Wealth’ for 2016.
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.
Katie 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.
Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group. She is responsible for leading Wealth Planning Advisory Services and for providing thought leadership on wealth planning and tax issues of interest to clients and their advisors, with a special emphasis on wealth planning and tax policy, legislation, strategies, trends and developments.
Prior to joining Northern Trust, Suzanne spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates practice, representing individuals, charitable organizations, and corporate fiduciaries in a full range of wealth planning and fiduciary matters, including philanthropy, domestic and international wealth planning, and fiduciary administration.
Suzanne 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, including selection for inclusion in Best Lawyers in America in Trusts and Estates.
Suzanne 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 civic community, Suzanne supports diversity and education initiatives. She has been involved with the Executive Committees and Boards of Directors of Gads Hill Center and the Chicago Coalition of Women’s Initiatives in Law. Suzanne is Chairperson of the Board of Directors of Chicago Scholars, a college access program for high potential urban students, and a Trustee of Hope College.
Suzanne is a fellow of the American College of Trust and Estate Counsel and a member of the Chicago Bar Association, Chicago Estate Planning Council, American Bar Association, International Bar Association and the International Society of Trust and Estate Practitioners.
Tami Conetta is the Trust and Advisory Practice Executive for the East Region of The Northern Trust Company where she works closely with trust professionals on all aspects of the delivery of trust and advisory services to private clients in the Eastern United States, which includes the bank’s locations from Boston to Miami.
Ms. Conetta joined The Northern Trust Company in 2009 as Senior Corporate Attorney and trust counsel. Prior to joining Northern Trust, Ms. Conetta was in private law practice for over 18 years and a partner at Ruden McClosky.
Ms. Conetta is a Fellow of the American College of Trust and Estate Counsel (ACTEC). She was appointed to the ACTEC Fiduciary Litigation and State Laws Committees. She is also a member of The Florida Bar and an active member of the Real Property, Probate and Trust Law (RPPTL) Section, where she serves as a member of the Section’s Executive Council and Vice Chair of the Trust Law Committee, as well as a member of other substantive committees. During her service as chair of the Power of Attorney Committee from 2005 - 2012, the Committee completed a revision of the power of attorney law in Florida based on the Uniform Power of Attorney Act. The Florida Power of Attorney Act became law on October 1, 2011. She is a former chair of the Florida Supreme Court’s Probate Rules Committee. Ms. Conetta is a frequent lecturer for The Florida Bar and other professional associations. She is also the author of Chapter 10, Practice Under Florida Probate Code, seventh edition (2014).
Ms. Conetta earned her bachelor’s degree at Furman University in Greenville, South Carolina and received her law degree from the University of Florida, Levin College of Law in Gainesville, Florida (with honors).
Ms. Conetta is actively involved in the civic activities with particular emphasis on the needs of children and education.
Dave is the President of The Northern Trust Company of Delaware, a Delaware limited purpose trust company in Wilmington, Delaware. In this role, he is responsible for the oversight of Northern’s Delaware office which was opened in 2004 and now has over $23 billion of assets under custody.
Prior to managing Northern’s Delaware office, Dave served as the National Trust Specialist for Northern Trust. In that role he was responsible for working with clients and prospects, professional advisors, and Northern partners in developing solutions involving Northern’s Nevada and Delaware trust capabilities.
With over 30 years of experience in the trust, wealth, and estate management industries, Dave is dedicated to serving the complex needs of those seeking expert advice on ways to leverage the most tax-advantaged jurisdictions in the United States, with the goal of preserving multi-generational wealth for high-net worth individuals and families.
Prior to joining Northern, Dave was an attorney with Gordon, Fournaris & Mammarella, P.A. (GF&M), where he primarily focused on the unique aspects of Delaware trust law. Prior to practicing law with GF&M, Dave enjoyed 25 years with J.P. Morgan. There he began his career as a trust officer and ultimately served as Managing Director & President of J.P. Morgan Trust Company of Delaware.
Dave holds a Juris Doctor degree from The University of North Carolina School of Law and an M.B.A. from The University of Miami. Dave also earned a Certified Financial Planning® designation and is a member of the Society of Trusts and Estates Practitioners (STEP), the Estate Planning Council of Delaware, and the Wilmington Tax Group. He is a member of the New York and Pennsylvania bars, and an Associate Member of the Delaware Bar.
R. Hugh Magill is an Executive Vice President of Northern Trust Corporation, Chicago, where he serves as Chief Fiduciary Officer and Global Director of Trust Services. In this capacity he is responsible for Northern’s fiduciary services to clients nationally and internationally.
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. Magill 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 has lectured for the American College of Trust and Estate Counsel, The Heckerling Institute, The Notre Dame Institute, the Northwestern University Center for Family Enterprise, regional bar associations and estate planning councils, and Northern Trust on estate and charitable planning, trust management, family governance, and fiduciary risk management.
He is a trustee of the Covenant Board of Pensions and Benefits, and he serves on the Boards of the Block Museum of Art, Ministry Mentors, The Chicago Sunday Evening Club, several foundations, and serves as a member of the Dean's Cabinet for the Generations Capital Campaign for the University of Minnesota Law School. He serves on the Editorial Board of Trusts & Estates magazine, the executive council of the Trust Management Association, and has authored articles for Trust & Estates, Trust & Investments, and Wealth magazines.
Laura is a Senior Vice-President and currently manages the Global Fiduciary Risk Team for The Northern Trust Company. Laura and her team are responsible for the identification and resolution of fiduciary risk issues as well as oversight for fiduciary risk management programs.
Prior to managing the Global Fiduciary Risk Team, Laura was President of The Northern Trust Company of Delaware, a separate affiliate of The Northern Trust Company which grew to $23 billion of assets under administration under her leadership. Laura was an Advisor to The Northern Trust Company of Nevada and had oversight responsibility for its operations. Laura also served as a Senior Fiduciary Relationship Manager in Chicago where she managed one of the largest and most complex portfolios of trust and investment management accounts in Wealth Management. Laura dedicated over seven years of service in Northern’s Legal Department as a Senior Attorney advising Trust Advisors, Investment Managers and Fiduciary Officers on a variety of trust and investment legal issues.
Prior to joining The Northern Trust Company, Laura was at Harris Trust and Savings Bank where she worked in both the Legal Department and as a Senior Trust Administrator and managed one of Harris Bank’s suburban trust departments from 1997 to 2000. Early in her career, Laura practiced law with two Chicago firms where she specialized in estate planning and trust law.
Laura received her Bachelor of Arts degree with honors from Loyola University of Chicago in 1984 and attended both Georgetown Law Center where she was on the Dean’s List and Loyola School of Law where she received her J.D. in 1987. Laura was on the faculty of the American Bankers Association’s National Trust School from 1996 to 2001 and she served on the Board of Directors for the National Trust School from 1997 to 2000. Laura was also a faculty member for the American Bankers Association’s National Graduate Trust School from 1997 to1999. Laura has earned her Charted Private Wealth Advisor designation and speaks and writes frequently on various trust and fiduciary topics. Laura is admitted to the bar of the State of Illinois and to the bar of the United States Supreme Court.
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.
August 22, 2016: Colin Robertson: 10-Year U.S. Treasury yields are currently near the 1.50% level and the majority of investors believe these rates are highly unlikely to move much lower, especially to a record low of 1%. But that's where we think they are headed.