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Prior to joining Northern Trust, Frank was with Bank One’s (now JPMorgan) Private Client Services group in the Financial Planning and Insurance division. Before that, Frank worked for seventeen years with The Greater Chicago Group (now GCG Financial) in north suburban Chicago as a consultant to its financial planning, investments, employee benefits and qualified plans divisions.
Frank graduated from Northwestern University’s Technological Institute and its Law School. In addition to a law degree (JD), Frank has earned the designations Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP®).
Garrett earned his bachelor’s degree from Amherst College. He completed the Certified Financial Planner program at DePaul University, and earned the CFP® designation from the College of Financial Planning in Washington, D.C.
Prior to joining Northern Trust, Nancy was a consultant and strategic planner serving Fortune 500 companies - specializing in the financial services industry, consumer package goods, retail, healthcare and technology sectors, where she helped support corporate growth and profitability strategies. She developed her client service, analytic and advisory skills while a member of the Research and Strategic Planning Group of a Fortune 100 Company in Chicago, and as Senior Project Manager at two global Marketing Research/Consulting firms.
Nancy holds a Master’s degree from the University of Illinois Chicago, and completed the Certified Financial Planner program at DePaul University. She holds the Certified Financial Planner™ (CFP®) and Certified College Planning Specialist designations. Nancy is a member of the Financial Planning Association (FPA), Chicago Estate Planning Council (CEPC) and National Institute of Certified College Planners (NICCP).
Nancy serves as President of the Disability Business Resource Council at The Northern Trust, providing awareness, education, advocacy and support on disability and caregiver related issues to benefit our clients, partners and the communities we serve, with a Focus on Ability!
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.
William M. Camp is a Senior Vice President and Senior Portfolio Manager for Palm Beach and Martin Counties, and is based in the North Palm Beach, Florida office of The Northern Trust Company. Bill began his career with Northern Trust in 1988 in Miami and transferred to Palm Beach County in 1994. Bill is a senior investment professional on a Wealth Advisory team based in Palm Beach County, and is the practice leader for the investment team in Palm Beach and Martin Counties.
Bill joined Northern Trust after spending two years with a consulting firm in Washington, D.C. as a Financial Analyst. Prior to that time, he served on the staff of a Member of Congress.
Bill is a graduate of Wake Forest University in Winston-Salem, North Carolina where he earned his Bachelor of Arts degree in History. He later earned a Master of Business Administration from The George Washington University in Washington, D.C., where he specialized in Finance and Investments. In addition, he is a Chartered Financial Analyst (CFA) and a Certified Investment Management Analyst (CIMA).
Bill is a member of the South Florida Financial Analysts Society. He also serves on the Wake Forest University Alumni Council. Bill is currently a member of the Board of Directors of Coastal Conservation Association Florida and is its Budget Committee Chairman. Bill is also on the Board of Fish Florida, a non-profit organization that supports statewide efforts to educate children about Florida’s fish and aquatic habitats. A native of Fort Lauderdale, Bill is an avid fisherman, outdoorsman, and conservationist. Bill lives in Tequesta with his wife, Wendy.
John Leo is a Senior Vice President at The Northern Trust Company, Chicago. John is Director of Personal Investment Services and Chief Investment Officer for the Central Region. As such, he is responsible for leading the personal investment practice across the Chicago and suburban Illinois affiliate financial centers.
John rejoined the Personal Investment business in March of 2005 after two years as Director of Growth Equities in which he headed the Institutional Asset Management Group. In that role, he oversaw management of the active growth equity funds within the Northern and Northern Institutional Fund families as well as separately managed client portfolios including pensions, endowment funds and foundations.
Prior to that assignment, John was a senior portfolio manager and team leader in the Personal Investment Management Group, managing trust, agency and estate portfolios. He was also co-manager of the Northern Technology Fund from its launch in 1996 through mid-2004.
Additional responsibilities include contributing membership on Northern's Investment Policy Committee, the Equity Sector Strategy Committee and the Personal Investment Compliance Committee.
Timothy T.A. McGregor, Senior Vice President of Northern Trust, manages the Northern Intermediate Tax-Exempt Fund and the Northern Tax-Exempt Fund and co-manages the Northern Florida Intermediate Tax-Exempt Fund.
Mr. McGregor began his career at Northern Trust in 1989 and has held positions as an investment manager representative and tax-exempt fixed income manager for high-net-worth individuals. He has managed the Northern Tax-Exempt Fund since the beginning of 1998, the Northern Intermediate Tax-Exempt Fund since the end of 2000 and has co-managed the Northern Florida Intermediate Tax-Exempt Fund since October 2004.
Mr. McGregor received a B.S. in economics with a minor in East Asian studies from Indiana University. He is a CFA charterholder.
Colin A. Robertson is an Executive Vice President at Northern Trust in Chicago. Colin is the Managing Director of Fixed Income for Northern Trust Asset Management with responsibility for more than $300 billion in fixed income assets. Colin is responsible for overseeing fixed income investments for individual and institutional investment management accounts at Northern Trust as well as for Northern Funds and Northern Institutional Funds. Through his leadership managing interest-rate sensitive and credit-sensitive fixed income portfolios, Northern Trust has built a world-class fixed income team, investment process and products.
Prior to joining Northern Trust as a Senior Vice President in July 1999, Colin worked for Mellon Financial Corporation where he was the Chief Investment Officer of securities lending cash reinvestment. At the same time, Colin was a senior manager representing investment activities for Mellon Capital Management and The Boston Company. Prior to Mellon Financial, Colin managed short/intermediate portfolios and funds for Harris Investment Management. In addition, he has 7 years of experience as a sell-side trader of mortgages, Treasuries, asset-backed, corporate, agency and various other fixed-income asset types across the entire yield curve spectrum.
Colin is a board member and trustee of the LaGrange, Illinois Firemen's Pension Fund, and a board member and vice president of the LaGrange, Illinois Policemen's Pension Fund. In addition, Colin is a board member of the American Bankers Association Investment Advisory Committee.
Colin received a B.S. in business from Indiana University and an MBA in finance/international management from the Kellogg Graduate School at Northwestern University.
John McGowan, Senior Vice President, is the National Practice Leader for the LGBT & Non-Traditional Family Practice. John ensures appropriate financial planning expertise and solutions are brought to Northern Trust's relationships with LGBT individuals, same-sex couples and LGBT-based not-for-profit organizations. He is also responsible for seeing that Northern Trust's services remain effective as the legal and tax landscape for the LGBT community evolves at state and national levels.
Prior to his current role, John was a member of the Global Family and Private Investment Offices, where he saw the delivery of investment advisory, investment management, custody, private banking, fiduciary and tax services to U.S. and international families of substantial wealth. John has been with Northern Trust for 12 years.
John holds his B.S. in Mathematics from Loyola University of Chicago, and his M.B.A. in Finance from the University of Chicago. He is a Certified Financial Planner™ (CFP®).
John is on the board of the Lookingglass Theatre in Chicago. He is also affiliated with The Nature Conservancy, Lambda Legal, Center on Halsted, Howard Brown Health Center, and Financial Planning Association.
Suzanne L. Shier is the Director of Wealth Planning and Tax Strategy for Wealth Management at Northern Trust. In this capacity, she is responsible for leading the Wealth Management wealth planning group and for providing thought leadership on federal tax issues of interest to clients, with a special emphasis on tax policy and legislation, charitable giving, cross-border trust design and fiduciary law.
Prior to joining Northern Trust, Ms. Shier spent 26 years as a partner at Chapman and Cutler LLP in Chicago, ultimately leading the firm’s Trusts and Estates Practice Group, representing individuals, charitable organizations, and corporate fiduciaries in a full range of estate planning and fiduciary services, including cross-border planning, and fiduciary administration matters.
Ms. Shier is an adjunct professor in the Master of Laws in Taxation Program at Northwestern University Law School and also a frequent speaker and author. She has been quoted in publications such as The Wall Street Journal and Bloomberg and has received numerous professional honors and recognitions.
Ms. Shier earned her bachelor’s degree with distinction in economics and sociology from the University of Michigan in 1982. She received her law degree, cum laude, from the Loyola University Chicago School of Law in 1985 and a master of laws in taxation from the DePaul University College of Law in 1997.
In the Chicago civic community, Ms. Shier is actively involved in many women’s, diversity and education initiatives, including serving on the Boards of Directors of Gads Hill Center and the Chicago Coalition of Women’s Initiatives in Law and as Chairperson of the Board of Directors of Chicago Scholars, a college access program for high potential urban students.
Ms. Shier is a fellow of the American College of Trust and Estate Counsel where she is a member of the International Committee and a member of the International Bar Association, the Society of Trust and Estate Practitioners, the American Bar Association and the Chicago Estate Planning Council.
R. Hugh Magill is an Executive Vice President at The Northern Trust Company, Chicago, where he serves as Chief Fiduciary Officer and National Director of Trust Services. In this capacity he is responsible for Northern Trust’s fiduciary and philanthropic services to private clients nationally.
Prior to joining Northern Trust in September, 1989, Hugh practiced law privately in Chicago, and worked in the Trust Department at The First National Bank of Chicago where he served as Assistant to the Chief Investment Officer.
Hugh received a B.A. degree, cum laude, from St. Olaf College in Northfield, Minnesota, and a J.D. degree from the University of Minnesota Law School, where he was named a distinguished alumnus in 2005.
Hugh is a member of the Chicago, Illinois and American Bar Associations, the Chicago Estate Planning Council, and the Christian Legal Society. He is licensed to practice law in Illinois and Minnesota and admitted to practice before the United States Tax Court. He is a faculty member of the American Banker’s Association National Trust School and lectures for the Illinois Institute for Continuing Legal Education, many Bar Associations, and Northern Trust on estate and charitable planning, trust administration, and fiduciary risk management. He serves on the Boards of the Creator Arts Center, the Block Museum of Art, and several foundations. He is a member of the Site Council for the Gaylord Building of the National Trust for Historic Preservation and a Scoutmaster with the Boy Scouts of America. He and his wife reside in Winnetka, Illinois with their three children.
Christopher D. Perry is a Senior Fiduciary Officer at Northern Trust Bank in Boston, Massachusetts. Mr. Perry is in charge of trust and account administration, estate planning services, and coordination of family office services at Northern Trust in Boston. He serves as the primary contact for client families with complex trust, partnership and charitable accounts, helping families with tax and financial planning opportunities while overseeing the administration of their accounts.
Prior to joining Northern Trust, Chris served as an attorney in the Trusts and Estates Department of Choate, Hall & Stewart LLP, where he assisted individuals, families, trustees and private foundations with family wealth preservation, estate planning and tax planning.
Chris received his Juris Doctor from Boston College Law School in 1998, and earned his Bachelor of Arts from Wesleyan University in 1990. He is a member of the Massachusetts Bar and the U.S. Tax Court. A long-time member of the American and Boston Bar Associations, Chris is the in-coming Chair of the Trusts & Estates Section of the Boston Bar Association. He has made numerous presentations to audiences at the Boston Bar Association and Massachusetts Continuing Legal Education, Inc. on various estate planning topics, including estate planning in a low-interest rate environment, charitable planning, leveraged gifting strategies, tax law updates, the generation-skipping transfer tax, marital deduction planning, the Massachusetts Uniform Probate Code and the Massachusetts Principal and Income Act.
Stacy E. Singer is a Senior Vice President at The Northern Trust Company, Chicago. She is the Central Region Fiduciary Practice Leader, where she works closely with trust professionals on all aspects of the delivery of fiduciary services to clients throughout the Midwest. She previously served as a manager of Administration in the Estate Settlement Services Group.
Prior to joining Northern Trust as a Vice President in June 2003, Stacy was a Vice President- Estate Administration at Harris Trust & Savings Bank. Other previous positions include an Associate at Burke, Warren, MacKay & Serritella, P.C. from 1995 to 1999 and an Associate at Chuhak & Tecson, P.C. from 1993 to 1995.
Stacy received a B.A. degree in Political Science with high honors from the University of Michigan and a J.D. degree from the University of Michigan Law School.
Stacy is a member of the Board of Directors of the Chicago Estate Planning Council and a member of the Trust Law Committee and the Probate Practice Committee of the Chicago Bar Association. She is an Adjunct Professor at the John Marshall Law School, Center for Tax Law and Employee Benefits and was previously on the Faculty of the American Bankers Association National Trust School. She is a member of the Professional Advisory Committee for Jewish United Fund of Metropolitan Chicago.
Northern Trust’s chief economist discusses the effect of the Fed’s tapering on emerging markets, what emerging markets can do to regain stability, the possibility of a global contagion, and key indicators to monitor in this sector.