Wealth Management Experts

Steven L. Fradkin serves as President of the Wealth Management business unit at Northern Trust and has been a member of the Corporation’s Management Committee since 2004.

Dave Blowers is Vice Chairman of Northern Trust, a leading provider of wealth management, asset serving, asset management and banking services for corporations, institutions, families and individuals.

Dave Fox is the President of Global Family and Private Investment Office Services.

John is responsible for overseeing the firm's investment management, banking, and fiduciary business for Northern Trust's offices in the Central Region.

Based in Los Angeles, Michele is President of the West Region. In this position she is responsible for leading the company’s wealth management business in the Western United States, Washington to Texas.

Henry P. Johnson is Chief Operating Officer of Wealth Management and an Executive Vice President of The Northern Trust Company.

Glenda G. Pedroso serves as President of the East Region and is based in Miami.

Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.

Peter is responsible for the application of leading research to the wealth management investment process.

Pam Lucina is the Chief Fiduciary Officer for Northern Trust and leads their Trust & Advisory Practice.

Eric oversees Northern Trust’s national strategy for advising business owners and their families.

Working with Northern Trust's wealthiest client base, Amy has gained insights into how families successfully navigate sustainable intergenerational wealth.

Steph Wagner is responsible for leading the firm’s advisory practice for women and oversees its Elevating Women platform.

Marguerite specializes in administering charitable trusts and private foundations, and facilitating family philanthropy retreats.

Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Pam Lucina is the Chief Fiduciary Officer for Northern Trust and leads their Trust & Advisory Practice.

Stacy E. Singer is the National Practice Leader for Trust and Wealth Advisory Services.

Laura is responsible for overseeing all aspects of fiduciary practice and fiduciary policies within Wealth Management.

David has over 20 years of financial services experience, serving private clients in the areas of trust administration, wealth transfer planning, estate settlement and investment management.

Prior to joining Northern Trust, Leslie was the Regional Director of Mineral Management at JP Morgan Chase Bank. She has also worked in Probate and Estate Planning for several years in Houston and Dallas.

Steve Todd is the leader of the Commercial Real Estate practice and is a Senior Vice President in Northern Trust’s Los Angeles office.

David oversees Northern Trust’s Delaware office which was opened in 2004 and now has over $23 billion of assets under custody.

Kerry currently serves in a dual role as Senior Trust Advisor of The Northern Trust Company of Nevada and Client Advisor of The Northern Trust Company.

Eric oversees Northern Trust’s national strategy for advising business owners and their families.

Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Kevin has extensive experience in income, gift and estate tax planning as well as the administration, management and governance of closely held business entities.

Dave Fox is the President of Global Family and Private Investment Office Services.

Dave serves as Head of Client Development for Northern Trust’s Global Family Office (GFO) business and is a member of its Executive Leadership Team. He is also a member of the Wealth Management business unit's Leadership Group.

Belinda is the Regional Head of the Global Family & Private Investment Office practice, EMEA & APAC responsible for providing investment and asset servicing solutions to sophisticated families across the globe.

Brian Donovan is a Senior Vice President and Regional Managing Director, East Region, of Global Family and Private Investment Office Services.

Dino De Vita is a Senior Vice President and Regional Managing Director, West Region, of Global Family and Private Investment Office Services.

Mary Timmons currently serves as the Practice Chief Operating Officer of Global Family and Private Investment Office Services.

Daniel F. Lindley is the Director of Fiduciary Consulting of Global Family and Private Investment Office Services.

Darius is the National Practice Leader for our Foundation & Institutional Advisors (FIA).

Greg Jordan is the Senior Managing Director for the Central & East Regions of Foundation & Institutional Advisors.

Valerie Trottier is a Senior Vice President, leading the Foundation & Institutional Advisors practice for the West Region.

Barbara Lane is the Regional Senior Investment Officer for Northern Trust’s Foundation & Institutional Advisors national practice.

Katrina M. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients.

Deborah Kasemeyer is a Senior Vice President and Director of Community Development and Investments where she oversees Northern Trust's community development capital deployment and an Impact Investment portfolio of over $1.5 billion.

Marguerite specializes in administering charitable trusts and private foundations, and facilitating family philanthropy retreats.