- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As the Senior Relationship Manager, Joe is responsible for ensuring overall client satisfaction within the Foundation & Institutional Advisors segment of Northern Trust Wealth Management, particularly focusing on the largest and most complex relationships.
Experience
Since joining Northern Trust in 2008, Joe has served in numerous roles within Wealth Management. Most recently, he was the Chief Operating Officer (COO) for the Foundation & Institutional Advisors practice in Chicago. In this role, Joe was responsible for oversight of all operational, servicing and regulatory aspects of our national nonprofit practice.
Community Involvement
Joe is a former Advisory Board Member of the Parkinson's Foundation for Greater Illinois.
Joined Northern Trust
2008
Education
Bachelor of Arts, University of Illinois, Urbana-Champaign. Master of Business Administration with a concentration in Finance, Kellogg School of Management at Northwestern University.
Credentials
Chartered Financial Analyst (CFA).
Chicago
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50 S LaSalle Street
Chicago, Illinois 60603