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Roger McDougal

Managing Director

Expert profile image of Roger McDougal, Managing Director -


Roger was previously a Division Head in The Northern Trust Company's Corporate Banking Group, providing capital to family held businesses in the Midwest and Florida. Roger joined Northern Trust in 1995 and has held positions in relationship management, credit underwriting, corporate trust and operations.


He has received a B.B.A. degree from the University of Iowa and an M.B.A. degree in Finance from the Kellstadt Graduate School of Business at DePaul University.


Roger is a Certified Private Wealth Advisor, CPWA ®, having completed course work at The University of Chicago Booth School of Management.


Roger and his wife Lisa have two children and reside in Glen Ellyn, IL. Roger enjoys golfing, downhill skiing, cooking, and coaching youth lacrosse for the Glen Ellyn Bulldogs.


Roger is a Board Member of Easter Seals DuPage and the Fox Valley Region. Roger joined the board in 2009, is the past Treasurer and currently serves as Vice Chairman.


As Senior Managing Director, Roger leads an experienced advisory team that broadly serves the investment, fiduciary, planning and banking needs of financially successful families and individuals as it relates to building, preserving and transferring their wealth. He is accountable for the delivery of exceptional advice and service to our clients.

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