Northern Trust announced today that Lisa Marcus has joined the company as Managing Director and Senior Wealth Strategist. Marcus will be responsible for building and developing investment and trust relationships with individuals, families and foundations, with a particular focus on the ultra-high-net-worth market in Greater New York and Florida. She will report to Stephanie Goforth, Senior Vice President, East Region Sales and Marketing, Wealth Management.
“Lisa’s vast expertise in building relationships and providing wealth planning strategies for the ultra-high-net-worth clients will add significantly to our wealth advisory capabilities. I am so pleased to have such a seasoned professional join our growing team,” said John Hoffman, President of Wealth Management, Northeast Region.
“We are delighted to have Lisa’s experience to help drive growth in our wealth management business both in Greater New York and Florida. Her extensive expertise is invaluable in ensuring we are best placed to meet our clients’ evolving investment needs,” Goforth said.
Before joining Northern Trust, Marcus was with Fiduciary Trust Company International for seven years as Managing Director and Business Development Officer. There, she was responsible for providing customized intergenerational wealth solutions and addressing trust and investment needs for global entrepreneurial and philanthropic families. With more than 30 years of wealth management experience, Lisa has held senior positions with leading financial institutions, including managing director of Lehman Brothers, later known as Barclay’s Wealth, and 18 years at U.S. Trust as a trusted advisor to wealthy entrepreneurs. Prior to that, she was a senior tax accountant at Arthur Young & Company.
Marcus received her Bachelor of Science degree from Washington University in St. Louis. She is Trustee, Women’s Philanthropy Board Member, and Vice President of Planning and Allocations for Jewish Federation of Northern New Jersey. She is a board member of Jewish Family & Children’s Services (JF&CS) of Northern New Jersey, and Vice President and Trustee of the JF&CS Endowment, as well as a Berrie Fellow Leader and AIPAC Club member. In addition, she serves on the Washington University North Jersey Regional Cabinet, and is a Parents Council member for Washington University and University of Pennsylvania.
Marcus will be based in Northern Trust’s Manhattan Office at 40 West 57th Street, Suite 2100, New York, NY 10019 and Boca Raton Office at 3100 North Military Trail, Boca Raton, FL 33431.
Northern Trust Wealth Management specializes in Goals Driven Wealth Management backed by innovative technology and a strong fiduciary heritage. Northern Trust Wealth Management is ranked among the top 10 U.S. wealth managers, with $260 billion in assets under management as of March 31, 2017, and a wide network of wealth management offices across the United States.
The Northern Trust Company is an Equal Housing Lender. Member FDIC.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 22 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2017, Northern Trust had assets under custody of US$7.1 trillion, and assets under management of US$1 trillion. For more than 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/disclosures.