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- Who We Serve
- What We Do
- About Us
- Insights & Research
Peggy O'Leary
Director of Client Development | Global Family Offices
Expertise
Peggy O'Leary is a Senior Vice President and is responsible for new business development in the Western U.S. within our Global Family & Private Investments Offices group. In her current position, Peggy works with families to develop solutions to a broad range of sophisticated investment management, custody, banking, fiduciary and tax issues.
Experience
Peggy joined Northern Trust in 1989 and has held positions in both our Corporate & Institutional Group and the Global Family & Private Investment Offices group. The majority of Peggy's career has been with the Global Family and Private Investment Offices working directly with family members, family office executives and advisors.
Community Involvement
Peggy is involved in a number of local charities and her parish, and currently sits on the Board of Trustees for the Catholic Foundation of Utah. Peggy resided in Salt Lake City, UT with her family.
Education
Bachelor of Science, John Carroll University in Cleveland, OH. Master of Business Administration, Loyola University in Chicago, IL.
Credentials
Holds a FINRA Series 7 license. Holds a FINRA Series 63 license.
Joined Northern Trust
1989
Chicago
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