- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
LeeAnn works closely with clients and their legal, tax and insurance advisors. She develops, implements and manages comprehensive wealth strategies for individuals, families, foundations and trusts.
Experience
LeeAnn brings over 22 years of investment and fiduciary experience. Prior to joining Northern Trust, she spent 8 years with U.S. Bank Private Wealth Management as a Senior Portfolio Manager. LeeAnn has a deep background in valuation analysis, with the unique skill of having worked in both public and private markets.
Community Involvement
LeeAnn volunteers at Seattle Purebred Dog Rescue and is a member of the GLAMP Fundraising Committee for the Girls Scouts of Western Washington.
Joined Northern Trust
2022
Education
Bachelor of Commerce in Finance Option from the Sauder School of Business at the University of British Columbia. Completed courses on Canadian Securities from the Canadian Securities Institute.
Credentials
Chartered Financial Analyst (CFA). Formly held a series 65 FINRA license.
Seattle
Cash Services Available | No ATM
1301 2nd Avenue
Suite 2600
Seattle, Washington 98101