Dominic P. Wycklendt

In his role as Senior Investment Officer of the Phoenix market, Dominic provides oversight and guidance to the 18 investment professionals in the Scottsdale and Phoenix offices. He has deep knowledge of investments, economics, portfolio management and financial planning. As a Senior Portfolio Advisor, he specializes in creating customized investment strategies for wealthy families to help them achieve their lifetime goals and legacy. Dominic enjoys collaborating with clients’ other trusted advisors to minimize estate and income taxes and optimize their client’s wealth.

Dominic P. Wycklendt, CFA, CPWA®, CFP® is a Senior Vice President at The Northern Trust Company and has 25 years of experience in the financial services industry. Prior to joining Northern Trust in 2009, Dominic was an equity analyst at Tucker Anthony and a Senior Investment Consultant with Robert W. Baird & Company managing portfolios for affluent families and business owners.

Dominic is a member of the CFA Society of Phoenix and previously served on the Board of Directors of Social Venture Partners – Arizona, Aid to Adoption of Special Kids, and the Balsz Community Education Foundation. He also served on the Notre Dame Preparatory High School Advisory School Board.

2009

Dominic received his Bachelor of Science in Mechanical Engineering from the University of Wisconsin–Milwaukee and his Master in Business Administration from University of Chicago Booth School of Business.

Chartered Financial Analyst (CFA) designation from the CFA Institute. Certified Financial Planner designation (CFP®) from the Certified Financial Planner Board of Standards. Certified Private Wealth Advisor (CPWA®) program at The University of Chicago's Booth School of Business.