- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Jamie holds his Series 7, 6, and 63 licenses.
Experience
Jamie originally joined Northern Trust in 1997 working in Chicago’s Trust Operations group. He helped open the Milwaukee office in 1999 and transitioned to the Trust & Investment department in 2001.
Community Involvement
In addition to his volunteerism at Lawrence, Jamie currently serves as President of The Shorewood Foundation. He is co-Chair of the Membership Committee at The University Club of Milwaukee, and is an active advisor to The Mark Harris Fellowship. Jamie is also a proud member of the Rotary Club of Milwaukee and chairs its Program Committee.
Education
Jamie received his B.A. in History from Lawrence University (1995) where he remains actively involved in a variety of volunteer capacities. He earned his MBA from Marquette University (2009).
Credentials
In his role, Jamie coordinates customized wealth advisory strategies and tailored investment solutions for his prospects and clients. He collaborates with external advisors and their clientele including closely-held and family business owners, corporate executives and other professionals. Additionally, Jamie advises nonprofit clients on the various needs of their endowment or foundation assets.
Milwaukee
Cash Services Unavailable | ATM Available inside the lobby*
526 East Wisconsin Avenue
Milwaukee, Wisconsin 53202