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Tom Carlson

Senior Banking Advisor

Tom Carlson

Expertise

Tom is a Senior Banking Advisor responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Tom has expertise in financial planning, wealth transfer, banking, real estate, and commercial banking. He has over 25 years of experience in financial services.

Experience

Prior to joining Northern Trust in 2023, Tom worked at Capital One for 4 years, where he served as a Director in business banking. Prior to that, he worked at Wintrust as a Senior Vice President and CIBC as a Managing Director.

Community Involvement

Tom serves as a board member for the Pathway to Adventure Council of the Boy Scouts and has held board positions at the Salvation Army and the Calumet Area Industrial Council.

Joined Northern Trust

2023

Education

Bachelor of Arts degree in Business Administration and Management, Illinois Wesleyan University

*Account transaction fees may apply when a non-Northern Trust card is used.
**Allpoint and MoneyPass Network ATMs are surcharge free for NT cardholders. Locate these ATMs in the Private Passport App by selecting Find ATM on the sign in landing page. Some Allpoint ATMs may display a surcharge screen. Select “Yes” to proceed; a surcharge will not be charged, displayed on your receipt, or deducted from your account.