Nonprofit Organizations

Senior Vice President

Jim is a Senior Vice President and Chief Investment Officer of Northern Trust’s Foundation and Institutional Advisors national investment team. Jim is responsible for guiding overall investment strategy and providing leadership for the design and implementation of a working investment process for the Foundation and Institutional Advisors practice. Jim serves on Northern Trust’s Investment Policy Committee (IPC) and Investment Guidance Committee (IGC) two firm wide investment committees responsible for overall investment policy and strategy at Northern Trust Company. He also serves as portfolio manager for a select group of relationships. Jim has over 20 years of experience in various investment roles both with Northern Trust and other financial organizations. He began his professional career at Northern Trust in May 2000. Prior to joining Northern Trust, Jim was the Chief Investment Officer for another regional investment firm.

Academically, Jim earned a Bachelor of Science degree from the University of Illinois, Champaign, and subsequently was awarded an M.B.A. from the University of Chicago. In his professional affiliations, Jim is a Certified Public Accountant, a member of the Investment Analysts Society of Chicago where he was awarded the CFA (Chartered Financial Analyst) designation. Jim is also a member of the Investment Management Consultants Association and holds their designation as a Certified Investment Management Analyst (CIMA).

He is married and the father of one child. Both Jim and his wife Robin have been active in charitable and civic activities - primarily those relating to children and wildlife conservation - during their 15+ years in the western suburbs of Chicago.

National Director of Philanthropic Services

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:

• Strategic planning
• International grantmaking
• Arts and culture
• Giving best practices
• Community foundations
• Mission-related investing
• Capital and endowment campaigns
• Donor relations
• Fundraising strategies
• Board governance issues