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Shundrawn A. Thomas serves as Executive Vice President, Head of Funds and Managed Accounts Group. He principally oversees the development, management and distribution of Northern Funds, Northern Institutional Funds and FlexShares Exchange Traded Funds as well as related business activities. He also oversees the Managed Accounts practice which provides investment advisory solutions to existing clients and financial intermediaries. His broad executive responsibilities involve developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.
Previously, Shundrawn served as President and Chief Executive of Northern Trust Securities, Inc., a wholly owned subsidiary of Northern Trust Corporation. In addition to his general management responsibilities, he was responsible for overseeing financial management and working with regulators including FINRA and the Securities and Exchange Commission. He also served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.
Shundrawn received a B.S. degree in accounting from Florida A&M University and an MBA degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds FINRA series 7, 63 and 24 securities licenses. Shundrawn currently serves as a trustee for Wheaton College and as a board director of the Florida A&M University Foundation. Shundrawn is a member of the Economic Club of Chicago. His civic involvement has afforded him the opportunity to speak and lecture nationally on topics including leadership, strategy, investment management and professional development.
Jim McDonald is an Executive Vice President and the Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds.
Prior to joining Northern Trust in 2001 as the Director of Equity Research, Jim was Director of Equity Research at ABN AMRO in New York and Chicago (1994-2000) and Equity Research Analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.
McDonald received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the State of Michigan.
Andrew Smith is Managing Executive of Northern Trust Asset Management in Canada and Chief Investment Officer of the Asset Management Client Solutions group. Andrew leads efforts to understand investor needs, market themes and trends — and translates these into investment solutions built upon intelligent risk management and research. He has presented on investment strategy, investment process, investment due diligence, and investment risk management to audiences worldwide.
Andrew is a voting member of Northern Trust's Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is also a member of Northern Trust’s Canadian Investment Oversight Committee, Capital Markets Assumptions, Hedge Fund, and Private Equity Oversight Committees. Andrew also serves as Chairman of the Board, CEO, and President of NT Global Advisors, Inc., the Canadian Asset Management subsidiary of Northern Trust.
Andrew has extensive experience evaluating money management teams in traditional and alternative asset classes for both institutional and high net-worth clients. He served as CIO of Multi-Manager Solutions for six years, overseeing worldwide manager research and portfolio construction and leading teams engaged in investment research, portfolio management, asset allocation and investment risk. Andrew has also worked as a portfolio manager, research analyst, and client relations contact for Northern Trust Multi-Manager Solutions’ Canadian third-party high net-worth business.
Prior to joining Northern Trust in 2000, Andrew was manager of investments and portfolio series mutual funds at Spectrum Investments (a subsidiary of Sun Life Assurance) and was responsible for strategic asset allocation funds and structured portfolios. Andrew began his career in 1986 as an audit specialist at the accounting firm of Ernst and Young.
Andrew holds the CFA® and the Chartered Alternative Investment Analyst designations; he is also a registered Investment Counsel and Portfolio Manager. He is a member of the Toronto Society of Financial Analysts and the Toronto Chapter of the Chartered Alternative Investment Analysts Association. Andrew also earned an undergraduate degree in political science from the University of Western Ontario.
Bob Browne is an Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group.
Bob chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Bob joined Northern Trust in January 2009 and has more than 20 years of investment experience.
From 2004 until 2009, Bob worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, Bob was founder and Managing Partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was Co-Head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Bob spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.
Bob holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. Bob is a holder of the right to use the Chartered Financial Analyst® designation.
Marie is head of Intermediary Distribution. Her leadership responsibilities include establishing Northern Trust's presence in multiple channels, leading and hiring industry top talent who deliver the firm’s expertise in different markets. Recognized with a "Top Women in Asset Management" award by Money Management Executive (May 18, 2015), Marie consistently demonstrates her passion through involvement in a variety of industry breakthrough initiatives. She has served in previous leadership roles at iShares BlackRock, JP Morgan Asset Management and Smith Barney.
Throughout her career Marie has managed multiple channels and has grown several lines of business in the institutional and intermediary space including securities lending and trading, product development, product sales, sales management and branch management. Marie started in the industry as a financial advisor.
Marie is a graduate of The Catholic University of America (B.A. in Political Theory), the Stanford University Executive Education Program, and the Chicago Booth School of Business Executive Education Program. She received her CIMA® at University of California, Berkeley and as a member of IMCA served as the Chairwoman of the Specialty Conference Committees for IMCA®. She is on the ETF committee and Leadership Advisory Council for Money Management Institute. She serves on the Women's Board of the University of Chicago Cancer Foundation, is on the Advisory Committee for BlinkNow charitable organization, and is the Founder of the Emergency Champagne Women's Leadership Group. Marie and her husband live in Chicago and are associate producers on the documentary "Love letters for my children — The Maggie Doyne Story".
Kevin O’Rourke is a Senior Vice President at The Northern Trust Company in Chicago. He is the Senior Product Manager of the Northern Funds and Northern Institutional Funds. Kevin manages a team that, among other things, oversee all product-related initiatives of the Northern Funds and Northern Institutional Funds.
Kevin joined Northern Trust in January 2001 and has over 20 years of investment management industry experience. He was named Vice President in November 2009 and Senior Vice President in November 2014.
Kevin earned a bachelor’s degree in accounting from Benedictine University and an MBA from the University of Notre Dame. Kevin is a holder of the right to use the Chartered Financial Analyst® designation.
Bill Thomas is the national sales manager for mutual funds and separately managed accounts. He is responsible for growing Northern Trust’s presence in the intermediary market. He does this by developing the sales team through motivation, mentoring and product knowledge and skills development.
Prior to joining Northern Trust in 2014, Bill was the head of distribution for DSC Quantitative Group over seeing all sales and marketing related activities of the firm’s operations. From November 2011 to July 2013 he was CEO, head of sales for SIP America, a distributor of structured investments to the retail and institutional markets. At SIP America he was responsible for all aspects of the firm including sales, marketing, product build out and development. Before joining SIP America, Bill was managing director, national sales manager at Allianz Global Investors and in addition, served on the executive committee and global product committee responsible for firm strategy and product development. At Allianz, he oversaw the internal and external sales efforts that lead to increases in annualized sales from $9 billion to more than $60 billion in sales. Bill also worked as a divisional sales manager for Allianz Global Investors and PIM CO Funds. Bill began his career at Thomson McKinnon Securities as a financial advisor.
Mr. Thomas graduated with a B.S. degree from Michigan State University and served on the Board of Governors of the Money Management Institute. Bill currently holds the FINRA series 7, 63, 65, and 24 securities licenses.
Samir is head of national accounts at Northern Trust, responsible for FlexShares ETFs, Northern Funds and separately managed accounts. In this role his primary responsibilities include leading the company's efforts to build strategic alignments and relationships within the intermediary market.
Samir has more than 20 years of experience in the asset management industry. Prior to joining Northern Trust, Samir was a national accounts manager for State Street Global Advisors. In this role he cultivated strategic business partnerships across the intermediary space focusing on the independent broker-dealer and RIA channels. Samir has worked extensively on an array of financial products, specifically mutual funds, separately managed accounts and ETFs. He started his career at MFS, where over 9 years he held positions as a business development manager and internal wholesaler, building relationships with financial advisors across the country for national and regional broker-dealer firms
Samir graduated from the University of New Hampshire, Peter T. Paul College of Business and Economics, and currently holds the FINRA Series 7, 24, 63 and 65 licenses.
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