- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
Ophelia is a Senior Vice President and Senior Portfolio Advisor at Northern Trust's Barrington Financial Center. In this role, she is responsible for overall investment management, including asset allocation, product selection, and investment strategy implementation for trust and agency client relationships. Prior to joining Wealth Management, Ophelia was a member of the Foundation and Institutional Advisors Team at Northern Trust, serving institutional and non-profit clients in an outsourced CIO model. Drawing on more than 30 years of financial expertise, Ophelia’s background includes managing financial assets and teams on a global basis. She is also knowledgeable about responsible (ESG) investing. Knowledge of the risk/reward tradeoff of global asset classes and how they interact in different markets when prudently combined in a diversified portfolio. Understanding of how global events affect markets and client portfolios in the United States. Extended history of outperformance.
Experience
Prior to joining Northern Trust, Ophelia was a portfolio manager and analyst at Great Lakes Advisors, a division of Wintrust Wealth Management as well as a managing director at Fiduciary Management Associates, LLC, where she was also a co-team leader for large cap equity strategies. Ophelia began her career at Stein Roe and Farnham as a research assistant and rose to managing director of global equities. She has 30+ years experience and especially brings a global background to her role.
Community Involvement
Ophelia is involved in a variety of investment organizations and serves on several Boards. Ophelia was on the Board of People’s Resource Center in Wheaton as a Finance Committee member and chaired the Governance Committee. As a parent, she also serves regularly on a variety of school and church committees.
Education
BA from the University of Chicago. MBA in international finance from the Thunderbird School of Global Management.
Barrington
Cash Services Available | ATM Available*
770 West Northwest Highway
Barrington, Illinois 60010