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Wealth Management
Asset Management
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About Northern Trust
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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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Investment Advisory and Performance Reporting

 
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Build on your existing program or create a new one

Our comprehensive capabilities range from providing basic rates of return for your existing program to the creation of a new program from the ground up. Specialized services include:

  • Detailed, quantitative portfolio risk and performance reporting
  • Strategic assessment of objectives and results
  • Asset allocation consulting
  • Search and selection of "best of breed" managers
  • Ongoing oversight and evaluation of managers
  • Complete investment program management

On average our Investment Consultants have more than 15 years industry experience working with wealthy individuals, families and private foundations. Northern Trust has access to more than 1,700 investment managers representing 4,000+ investment products. We constantly review and evaluate manager capabilities and make more than 400 on-site visits each year.

Jeff Kauffman

Jeff Kauffman

President, Global Family & Private Investment Offices
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Jeff Kauffman

Jeff Kauffman

President, Global Family & Private Investment Offices
 
Jeff Kauffman is President of our Global Family & Private Investment Office group. Jeff took on this role effective April 1, 2012. This group was formed by recombining our Wealth Management groups in Chicago and EMEA as well as including the International Wealth Advisory business in Miami.

Prior to this role, Jeff was President of Northern Trust’s Wealth Management business in the Northeastern United States, serving in that position since April, 2006, and he also led our international Wealth Management business in the EMEA Region since August, 2010. Previously, he served as President of our Greater New York area business for 3 years. He joined Northern Trust in 2003 from Goldman, Sachs and Co., where he worked from 1992 to 2003 and held several managerial roles, including Managing Director, Co-Head of the financial institutions group within the Fixed Income, Currencies and Commodities division. Mr. Kauffman originally joined Northern Trust in 1984 and held several roles in the commercial banking and corporate finance areas.

Mr. Kauffman holds a Bachelor’s degree in economics from DePauw University and a Master's degree in finance and marketing from Northwestern University's Kellogg Graduate School of Management. He holds NASD Series 7 and 63 licenses.

Mr. Kauffman serves on the Board of Governors of the Museum of Arts & Design in New York City, the Board of Trustees of the American Ballet Theatre in New York City, and the National Foundation for Advancement in the Arts. Mr. Kauffman is a former member of the Board of Directors of The American Red Cross in Darien, Connecticut.

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