Manage Employee Retirement Programs

Managing Director, Manager of Manager Services
Client Contact (For institutional investor inquiries)

Jennifer is an Executive Vice President and Director, Manager of Managers Services, for Northern Trust Global Advisors, an investment management subsidiary of Northern Trust offering manager of managers investment programs over $33 billion in assets under management.

Northern Trust's manager of managers programs include emerging and minority managers, US and international equity and fixed income, alternative investments (e.g. hedge fund and private equity strategies), real estate, and total investment program management.

Since joining in 1974, Jennifer has held various management positions in investments, global custody, and international banking.

• M.B.A. degree in Finance and International Business from the University of Chicago
• B.A. degree from Calvin College in Grand Rapids, Michigan
• Chartered Financial Analyst
• NASD Series 7, 63 and 24 licensed

Managing Director,
DC Solutions

James Danaher is a senior vice president and managing director of defined contribution solutions at the asset management arm of Northern Trust, Chicago. His primary responsibilities include directing the structure, implementation and maintenance of investment products for defined contribution plans. This includes the management of research to identify new investment products, enhancing existing offerings, including target retirement date investments, and developing new distribution strategies to the marketplace.

He serves as a conduit between investment teams that include portfolio management and investment strategy, and Northern Trust’s distribution groups. He is a member of the Northern Trust defined contribution investment policy committee, which oversees the management of the Northern Trust Focus Funds, Northern's flagship target retirement date series. He guides Northern Trust’s ongoing defined contribution research series, the Path Forward and continually authors research on defined contribution plans for Northern Trust's Asset Management publication, Point of View.

Prior to joining Northern Trust in 2008, Jim was an investment advisor with Aon Investment Consulting. His primary responsibilities included the sales and support of investment policy development, fund evaluation and management searches, and investment education strategies for qualified retirement plans.

He has more than 20 years of experience in providing guidance to plan sponsors for their defined contribution programs. He has testified before the ERISA Advisory Council’s Working Group on Financial Literacy of Plan Participants and the Role of the Employer. He has worked with several large employers in the financial services, hospitality and telecommunications industries. His largest client engagement to date involved a defined contribution program with more than 200,000 participants. Jim attended St. Louis University and has attained his series 6 and 63 FINRA registrations. He is a member of the Defined Contribution Institutional Investment Association.

Head of Sales & Transition Management

Grant Johnsey is a Senior Vice President at Northern Trust. He joined Northern Trust in 2004 as the transition strategist for North America-based clients. His responsibilities include communicating with the consultant community on the Transition Management product and working with clients to understand their goals and devise the optimal strategy to achieve them.

Prior to joining Northern Trust, Mr. Johnsey spent over five years in the institutional brokerage industry. Most recently, he served as director of portfolio trading for Capital Institutional Services. Part of the responsibilities of this position were to develop and grow their transition management business.

He received a B.S. degree from Trinity University and holds Series 7, 9, 10, 24, 55 and 63 Licenses.

Managing Director, Manager of Manager Services
Client Contact (For institutional investor inquiries)

Jennifer is an Executive Vice President and Director, Manager of Managers Services, for Northern Trust Global Advisors, an investment management subsidiary of Northern Trust offering manager of managers investment programs over $33 billion in assets under management.

Northern Trust's manager of managers programs include emerging and minority managers, US and international equity and fixed income, alternative investments (e.g. hedge fund and private equity strategies), real estate, and total investment program management.

Since joining in 1974, Jennifer has held various management positions in investments, global custody, and international banking.

• M.B.A. degree in Finance and International Business from the University of Chicago
• B.A. degree from Calvin College in Grand Rapids, Michigan
• Chartered Financial Analyst
• NASD Series 7, 63 and 24 licensed

Managing Executive, Client Solutions Group

Stephen Hearty is a Managing Executive in the asset management Client Solutions Group of Northern Trust. He oversees the growth and development of the asset management Institutional and Wealth Sales and Servicing businesses and helps lead a team of professionals focused on delivering investment solutions using the robust menu of capabilities the firm has to offer.

Prior to his current role, Stephen was the Group Head for the Large Corporate and Insurance teams in the Corporate and Institutions (C&IS) business unit. He was appointed to this role in 2007. As Group Head, Stephen managed a team of division managers who service large corporate and insurance relationships. He joined Northern Trust in 1996 as a Senior Trust Relationship Manager. He was promoted to Division Manager in October 2002. Prior to joining Northern Trust, Stephen spent 11 years with National City Bank in Cleveland, Ohio in various roles leading the asset servicing business. Stephen received his B.S. degree in Business Administration with a Finance major from Miami University.

Senior Vice President, Corporate and Institutional Services

Jon Dunham is a Senior Vice President in the Corporate & Institutional Group at Northern Trust - Chicago. He joined Northern Trust in March 2008 as Head of North American Asset Servicing Sales for institutional clients.

Jon is responsible for managing a diverse institutional sales team located in Chicago, Boston, San Francisco, and Toronto, covering the public fund, Taft-Hartley, not-for-profit, large corporate, insurance, investment manager, multinational, and middle market segments. Jon's focus is solutions-based new business development. He is an industry veteran, with over 20 years experience in client service and business and product development.

Prior to joining Northern Trust, Jon served in various executive and lead business development roles at Bank of New York Mellon Corporation. Most recently, he served as National Sales and Marketing Director for the asset servicing sector. Before that, Jon held several senior positions in market segment sales, new business development, and product management.

Jon attended the University of Pittsburgh and began his career in management and sales for a retail consumer goods firm. Jon currently participates on several national organizations that focus on the financial services industry.

Senior Vice President

Jeff Feeney is a Senior Vice President at The Northern Trust Company.  He is the Regional Head of the Investment Risk and Analytical Services (IRAS) team of North America.  The IRAS team provides Northern Trust clients with value added offerings with the following services: Performance, Compliance, Risk, and Alternative Assets.   

Prior to taking on the responsibility of managing the North American region, Jeff managed the Performance Consultant Teams which assists program managers with their fiduciary investment and risk management responsibilities by establishing monitoring and evaluation processes around the clients’ investment program.

Jeff has a diverse and comprehensive background with over 21 years of experience in the financial industry. His most recent position before joining Northern Trust was managing Citigroup’s Chicago Futures office.

Senior Vice President

Mike leads Northern Trust’s business development efforts on behalf of the Global Fund Services and Insurance segments in North America. He is focused on delivering solutions to North American investment managers and insurance companies on behalf of their global custody, fund administration, and investment operations outsourcing needs on a global basis.

Mike began his career at Northern Trust in 1989 in Worldwide Operations and Technology serving the Large Corporate ERISA and institutional market segments. He spent several years away from Northern Trust consulting to retirement plan sponsors, developing and marketing enterprise level asset allocation and client servicing solutions for trust and retirement plan providers. Mike returned to Northern Trust in 2005.

Mike received a BS in Business Administration from Marquette University and an MBA from Loyola University of Chicago. Mike is a CFA charterholder and member of the CFA Society of Chicago.

Vice President

As sales manager, Gwyn Koepke is responsible for new business development in the large corporate market in North America. She is also lead salesperson for cross-border pooling for multinationals and investment advisors based in the North American region.

Prior to re-joining Northern Trust in 2007, Gwyn was a macroeconomist with the International Affairs bureau of the U.S. Treasury Department in Washington, DC. She was the staff desk officer responsible for U.S.-China economic policy and capital markets development. She also held positions formulating U.S. policy toward the Asian Development Bank and managing a team of economists evaluating the lending and assistance programs of the multilateral development banks. Prior to Treasury, Gwyn worked for Enron as a manager in the Research Department evaluating risk of international capital investment and conducting economic forecasts and analysis.

During her first 13 years at Northern Trust, Gwyn managed the international product management team responsible for all aspects of the institutional custody product development process from concept to product roll-out. Gwyn spent three years in the London branch starting up the group of specialists responsible for on-line reporting of portfolio information for clients and fund managers in the UK, Europe, Africa and Asia.

Senior Vice President

William joined Northern Trust in 1989 as an Assistant Trader in the Capital Markets Group. He was named an Officer in October, 1998; a Second Vice President in December, 1995; a Vice President in February, 1998; and a Senior Vice President in July, 2002.

Head of Sales & Transition Management

Grant Johnsey is a Senior Vice President at Northern Trust. He joined Northern Trust in 2004 as the transition strategist for North America-based clients. His responsibilities include communicating with the consultant community on the Transition Management product and working with clients to understand their goals and devise the optimal strategy to achieve them.

Prior to joining Northern Trust, Mr. Johnsey spent over five years in the institutional brokerage industry. Most recently, he served as director of portfolio trading for Capital Institutional Services. Part of the responsibilities of this position were to develop and grow their transition management business.

He received a B.S. degree from Trinity University and holds Series 7, 9, 10, 24, 55 and 63 Licenses.

Vice President

Janet L. Schultz is a Vice President at The Northern Trust Company, Chicago.  As a Sales Representative, Janet is responsible for new business development for corporate retirement plans, Taft-Hartley plans and institutional clients. Janet develops sales strategies, forms solicitation teams, assesses competitive situations, and coordinates new business presentations.

Prior to her current role, Janet was a part of the Passport Consulting team, responsible for solving a broad range of complex issues for prospective and existing clients. Specifically, the Passport Consulting team provides technology-oriented solutions and support for clients using Northern Trust’s suite of Passport applications. The Passport Consulting team is a cohesive set of experts with in-depth experience in, not only Passport, but also transitions, daily valuation, reporting, technology, mutual funds, plan accounting and other areas.

Prior to joining the Passport Consulting team, Janet worked as a Benefit Payment Consultant in Benefit Payment Services where she assisted master trust and custody clients in automating their processes and communications with Northern Trust. In addition, she was responsible for communicating and implementing the conversion process for new clients. Janet also played a strong role in designing enhancements to the Northern Trust Benefit Payment Passport web application.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.