The Northern Trust Institute
Proven Advice For Moments That Matter
The Best Thinking of Our Firm
The Northern Trust Institute brings the breadth and depth of the firm to your unique situation. The advice you receive from us is informed by the latest insights and continually vetted through feedback.
We analyze behavioral patterns and produce insights to identify the strategies that have been most effective for our clients
We develop strategies and advice based on those insights, applying the expertise of our dedicated Northern Trust Institute professionals
We curate the advice along a journey to deliver it at the moments you need it most and to help you anticipate future needs
We proactively seek feedback from clients to continually gain more insight and evolve the advice we provide
Uniquely Positioned to Serve You
- Unique Insights
- Unmatched Expertise
- Client-First Culture
Drawing from more than
yrs
of experience advising wealthy families
We serve more than
%
of the Forbes 400
Trustee for more than
K
fiduciary clients
About the Northern Trust Institute
You make financial decisions throughout your lifetime, and trusting the advice you receive can be difficult amid the unprecedented amount of information that exists today. You may question whether recommended strategies are fully informed, relevant to your unique situation and worthy of pursuing.
The Northern Trust Institute is dedicated to helping you confidently move forward with advice that is grounded in real-world outcomes and backed by proven credibility. To deliver on this mission, more than 175 experts collaborate to analyze behavioral patterns and identify the strategies that have been most effective for our clients. The resulting insights are curated around important points in your life, positioning you to take action and achieve optimal outcomes with your wealth.
Our Leadership
Pam Lucina
President, Northern Trust Institute Chief Fiduciary Officer and Trust & Advisory Practice Executive
Hugh Magill
Chair of The Northern Trust Institute Vice Chairman of Wealth Management
Katie Nixon, CFA, CPWA®, CIMA®
Chief Investment Officer, Northern Trust Wealth Management
Glenda Pedroso
National Practice Executive, Banking
Eric Czephya
Director of Business Services
Devin Blackburn
Director of Executive Services
Paul Lee
Chief Tax Strategist
Amy Szostak
Director of Family Governance and Education
Steph Wagner
Director of Women & Wealth
Our Faculty
Cynthia Van Osdol
Senior Portfolio Manager
Daniel Lindley
Fiduciary Practice Executive, Global Family Office
David Diamond
President of The Northern Trust Company of Delaware
Ed Manigault
Regional Wealth Advisor
Frank DiFerdinando
Regional Wealth Advisor
John Voltaggio
Managing Wealth Advisor
Marc Borghans
Senior Investment Officer and Senior Portfolio Manager
Marguerite Griffin
Director, Philanthropic Advisory Services
Paul Theiss
Senior Managing Director, Commercial Banking for Privately Held Businesses
John Popa
National Practice Leader, Private Equity
Sally Giegerich
Senior Investment Officer and Senior Portfolio Manager
Explore Specialized Advice
MEET WITH US TO OPTIMIZE YOUR WEALTH PLAN
Guided by the Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.