Wealth Management Expert
Amy E. Szostak
Director, Family Education and Governance
Working with Northern Trust's wealthiest client base, Amy has gained insights into how families successfully navigate sustainable intergenerational wealth. She works with families to identify their goals, develop a common purpose, create a framework for decision making, execute succession plans, deliver financial literacy curriculum and cultivate a growing appreciation for the impact of wealth beyond the balance sheet. All of this to empower clients to not only successfully manage their wealth today, but to develop the stewardship skills to flourish long into the future.
Prior to her current role, Amy served as the Chief Fiduciary Officer for the Global Family and Private Investment Office Group where she oversaw the fiduciary client base in the US, Cayman Islands and Bailiwick of Guernsey.
Amy is an attorney and a Senior Vice President who is an active member of STEP (Society of Estate and Trust Practitioners), a Certified Trust and Financial Advisor (CTFA), a Certified Investment Management Analysis (CIMA), and obtained her STEP Certification in International Trust Management (2017).
Amy graduated from Chicago-Kent College of law with a Certification in International and Comparative Law. She was admitted to the Illinois Bar in 1997.
Amy is the prior President of the fundraising organization for her local school and on the Advisory Board of a local theater and educational organization.