Investment Management Expert
Suzanne Bernard
Not-for-Profit Practice Lead
Suzanne leads the Not-for-Profit client team
within Northern Trust's Multi-Manager Solutions business. Suzanne and her team work
directly with foundations, endowments and other non-profit entities in the development
of complex investment programs . This includes the development of investment policies,
asset allocation recommendations, investment manager search, selection and oversight,
portfolio construction, and ongoing management of the overall investment program.
Before joining Northern Trust, Suzanne was
a Partner at Aon Hewitt Investment Consulting (and its predecessor organization, Ennis
Knupp + Associates) for over 25 years. During that time she worked with a wide variety
of clients, specializing in those plans with complex alternatives programs. Additionally
she held several leadership roles in the organization, including leading the Not-for-Profit
Practice and the Alternatives Investing Practice (hedge funds, private equity and
real assets). Prior roles included the development and management of the firm’s
hedge fund research platform. She has written research papers on issues facing institutional
investors, such as using opportunistic strategies in an investment program, the role
of real estate, and alternatives benchmarking.
Suzanne received her Bachelor of Science degree in
Finance from the University of Illinois – Champaign and her Masters of Business
Administration in Finance from the University of Chicago.
Suzanne holds the Chartered Financial Analyst
(CFA) and Certified Alternatives Investment Analyst (CAIA) designations. Additionally
Suzanne has served as a Board member of the Children’s Home + Aid Society of
Illinois over the past decade.