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Wealth Management

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Parents with young child watching sunset on a dock.Money MasterclassSecrets of Enterprising FamiliesFive secrets of successful intergenerational wealth transfer.Read Article
Abstract geometric patternMarketsThe Weekly FiveStay informed on recent market developments and their impact on your portfolio.Read Article
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Insights & Case Studies

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Car on a winding road.Money MasterclassThe Road to Why PodcastDiscover the “why” that drives today’s most successful business leaders.Read Article
A field in the foreground with cranes in the background.InvestingEffective ESG: Align Your Portfolio With Your ValuesAlign your investments and values to achieve your financial goalsRead Article
Interstate Relocation Checklist Follow these steps to navigate the financial aspects of your move.Read Article
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Abstract geometric pattern.Market Currents PodcastWealth Management CIO Katie Nixon pulls back the curtain on financial trends.Read Article
MarketsProtect Your Goals in Volatile MarketsTake volatility in stride with a goals-based approach. Read Article
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Our Wealth Experts

Pam Lucina

Pam Lucina

Head of Family Office Solutions, Global Family Office

Peter Mladina

Peter Mladina

Director of Portfolio Research, Wealth Management

Katie Nixon, CFA, CPWA®, CIMA®

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

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