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What Matters to You

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.

Leadership


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 Fox is President of the Global Family & Private Investment Offices Group, and a member of the Operating Group of The Northern Trust Company.

Michele Havens serves as the West Region President for Northern Trust. In this position she is responsible for overseeing the investment management, trust, estate, private and business banking business.

Henry Johnson serves as President of the firm's Wealth Management business in the East Region, which includes direct oversight of the firm's 28 wealth management locations from New England to Florida.

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

Investing


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.

Wealth Planning


Pam assists clients and Northern Trust partners in achieving their goals while keeping an eye on the human element of wealth and family dynamics.

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group.

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 is responsible for leading the firm's advisory practice for women facing unexpected transitions, such as death of spouse or divorce, and will oversee the creation of content, curriculum and programming for women.

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

Rob Ashcroft is Director of Business Owner Consulting in Northern Trust’s Advisory Services Group. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Warren specializes in financial planning and investment management with an emphasis on retirement planning, portfolio design, cash flow analysis, estate planning, and risk management.

Trust & Estate Services


Pam assists clients and Northern Trust partners in achieving their goals while keeping an eye on the human element of wealth and family dynamics.

Hugh is recognized internationally for his expertise in wealth planning and demographics, family education and governance, and fiduciary responsibility. He deploys these skills through his responsibilities for marketing, client service, industry leadership, and risk management.

Stacy oversees the strategy and implementation of trust services across the United States.

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.

Christi administers guardianship estates for minors and disabled persons as well as self-settled and third party special needs trusts.

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.

Mike specializes in managing illiquid real estate and family business assets held in trust and estates.

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.

Banking


Glenda provides a critical set of holistic capabilities to individuals, families, corporations and business owners.

Business Owner Services


Rob Ashcroft is Director of Business Owner Consulting in Northern Trust’s Advisory Services Group. 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.

Global Family Office Services


Dave Fox is President of the Global Family & Private Investment Offices Group, and a member of the Operating Group of The Northern Trust Company.

David C. Albright serves as GFO Head of Client Development. He is also a Member of GFO's Executive Leadership Team and, in January 2016, he was appointed to the Wealth Management business unit's Operating Group.

Belinda is the Regional Head of the Global Family and Private Investment Offices Group in Europe, the Middle East and Africa, and is based in London.

Brian Donovan is a Senior Vice President and Regional Managing Director, East Region, in the Global Family & Private Investment Office (GFO) group at the Northern Trust Company.

Dino De Vita is a Senior Vice President and Regional Managing Director, West Region, in the Global Family & Private Investment Offices (GFO) group.

Michael Weiland is a Senior Vice President and Regional Managing Director in the Global Family & Private Investment Office team at the Northern Trust Company.

Mary Timmons currently serves as the Practice COO for Northern Trust's Global Family and Private Investment Offices group (GFO).

Daniel F. Lindley is the Fiduciary Practice Lead for the Global Family & Private Investment Offices group ("GFO") within Northern Trust.

James Due is a Senior Vice President and Head of Banking for the Global Family & Private Investment Offices Group (GFO).

Nonprofit Services


Darius is the National Practice Leader for our Foundation & Institutional Advisors practice.

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

Katrina M. Pipasts is the National Director of Planned Giving Services with Northern Trust's Foundation & Institutional Advisors practice.

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