Achieving Your Life Goals Today — and Tomorrow
We understand that everyone has multiple life goals, each with very different time horizons. Maintaining your current lifestyle even in retirement years is, of course, a priority. So also is funding major expenses for you and your family, such as today’s vacation home or tomorrow’s college education for your children. And then there is the issue of creating your personal philanthropic legacy.
Choosing a trusted advisor to help you invest wisely has never been more important. At Northern Trust, our Goals Driven Investing process is designed to create durable portfolios that help you meet your financial goals with higher confidence.
Our first step in portfolio construction is to apply our thorough and collaborative methodology to identify and understand your specific resources, liabilities, goals and risk preferences. Then through an intentional and thoughtful process, we construct customized investment strategies designed expressly to help you meet your stated goals today and tomorrow.
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Katie Nixon |
Katie Nixon
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).
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Investment products and services are offered through Northern Trust Securities, Inc., member FINRA and SIPC and a wholly owned subsidiary of Northern Trust Corporation. Any attached research reports containing the Northern Trust Logo or trademark were prepared solely by employees of Northern Trust Investments, Inc., an affiliate of Northern Trust Securities, Inc.
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