Wealth Management Experts

Jason is an executive vice president and president of Wealth Management, which offers holistic wealth management services for affluent individuals, families, family offices, foundations, endowments and privately held businesses.

Mary E. Timmons currently serves as the Chief Operating Officer of Northern Trust Wealth Management.

Henry P. Johnson is an Executive Vice President of The Northern Trust Company and previously served as Wealth Management’s Chief Operating Officer.

Dino De Vita is President of Global Family and Private Investment Offices (GFO). He is responsible for a global business comprised of investment, fiduciary, banking, advisory and relationship management specialists who solely focus on the needs of ultra-wealthy families and family offices.

Katherine Nixon is an Executive Vice President and President of the Northeast Region, Wealth Management.

Michael J. Bracci serves as President of the South Region. He is responsible for leading the company’s wealth management business for 26 offices in Florida, Georgia, Texas and Washington, D.C.

John is responsible for overseeing the firm’s investment management, banking and fiduciary business for Northern Trust’s offices in the Central Region.

Abel is the President of Wealth Management in the West Region.

Eric Freedman is the Chief Investment Officer for the Wealth Management business at Northern Trust.

Peter is responsible for the application of leading research to the wealth management investment process.

Lynne Kostakis serves as Executive Director of Alternative Investments for Wealth Management.

Pam Lucina oversees the delivery of customized financial and wealth management services to ultra-high-net-worth families.

Eric Czepyha oversees Northern Trust’s national strategy for advising business owners and their families.

Working with Northern Trust’s wealthiest client base, Amy E. Szostak has gained insights into how families successfully navigate sustainable intergenerational wealth.

Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust’s philanthropic advisory services to Wealth Management clients.

As the Chief Fiduciary Officer, Laura Mandel oversees all fiduciary responsibilities for both the Wealth Management business and the Corporation.

Stacy E. Singer is the National Practice Leader for Trust and Wealth Advisory Services.

David Garten is a Senior Vice President and the National Practice Leader for Northern Trust’s Estate Settlement Services.

Kevin leads the Energy & Minerals Management Practice and is based in Northern Trust’s Dallas office.

David oversees Northern Trust’s Delaware office which was opened in 2004 and now has over $23 billion of assets under custody.

Glenda G. Pedroso oversees the firm’s efforts to provide individuals and families with sophisticated deposit, liquidity and lending solutions.

Frank is the National Practice Lead for Northern Trust's Professional Services Group.

John Popa serves as Head of Private Capital Solutions and is responsible for leading the Financial Sponsors national practice.

Steph L. Wagner is responsible for leading Northern Trust’s advisory practice for women and oversees its Elevating Women platform.

Eric Czepyha oversees Northern Trust’s national strategy for advising business owners and their families.

Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Kevin M. Harris is a Senior Vice President at The Northern Trust Company, Chicago. He is the Managing Director of the Family Business Group.

Dino De Vita is President of Global Family and Private Investment Offices (GFO). He is responsible for a global business comprised of investment, fiduciary, banking, advisory and relationship management specialists who solely focus on the needs of ultra-wealthy families and family offices.

Beata Kirr is Chief Investment Officer of Global Family Office at Northern Trust Wealth Management, where she leads investment strategy, portfolio construction and the delivery of investment insights for ultra-high-net-worth families and family offices.

Belinda Aspinall is the Regional Head of the Global Family & Private Investment Offices practice, EMEA & APAC, responsible for providing investment and asset servicing solutions to sophisticated families across the globe.

Brayton Alley is the Regional Managing Director of the Central Region in the Global Family & Private Investment Offices practice, the dedicated group at Northern Trust focused exclusively on the wealthiest families and their family and private investment offices, businesses and charitable entities worldwide.

Fredric W. McClendon is a Senior Vice President and Head of Banking for Global Family & Private Investment Offices at The Northern Trust Company, Chicago

As the Head of GFO Advisory, Mary Ann leads a team of experts that provide strategic guidance and best practices in technology, partnership accounting and tax, family office advisory and governance, and wealth planning for family offices worldwide.

Gretchen Spreitzer is the Regional Chief Fiduciary Officer for Global Family & Private Investment Offices.

Jared Marchant is a Senior Vice President and serves as Chief Administrative Officer for the Global Family & Private Investment Office (GFO) practice at Northern Trust.

Kathleen Dials is the Head of Asset Servicing for Global Family & Private Investment Offices

Katie Austin Colelli serves as a Global Family Office Practice Exec and Global Head, OCIO within Asset Management.

Leo Alaniz is the Regional Managing Director of East Region and Global Family & Private Investment Offices.

Lindsay C. Amborski is Regional Managing Director, West Region for the Global Family & Private Investment Office (GFO) practice at Northern Trust.

Gregory S. Jordan is a Senior Vice President and the Senior Managing Director for the Central and East Regions of Foundation & Institutional Advisors

John is the Chief Investment Officer for the Foundation & Institutional Advisors practice.

Ryan is Senior Managing Director of the West Region for the Foundation & Institutional Advisors practice at Northern Trust.

Katrina M. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients.

Srilatha V. Lakkaraju is the Director of Charitable Giving Solutions within the Foundation & Institutional Advisors practice at Northern Trust.

Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust’s philanthropic advisory services to Wealth Management clients.