Wealth Management Expert
John Ferguson, CFA
Investment Practice Lead & Senior Investment Officer Central Region, Foundation & Institutional Advisors
John Ferguson is the Regional Senior Investment Officer for the Foundation & Institutional Advisors (FIA) practice of Northern Trust. In this role, he leads a team of 28 investment professionals located in Northern Trust offices across the country. John is also a Senior Investment Officer managing the Central Region’s investment team. He and his team assist nonprofit clients with investment policy decisions, asset allocation and investment vehicle selection. John has a strong global investment background and a deep understanding of equity investing. His service with Northern Trust began in 2009.
Before joining Northern Trust, John was a Principal and Lead Portfolio Manager of global strategies for Opus Capital Management. During his 29-year investment career, John has been an institutional trader, a fundamental analyst and a fund manager. He developed factor- and tax-based strategies as a member of Northern Trust’s Asset Management division.
John earned a B.S. degree in accounting from Miami University in Oxford, Ohio. John is a member of the CFA Society of Chicago and has been awarded the CFA (Chartered Financial Analyst) designation.
In addition, John leads the health care strategy for the FIA practice and is a board member and trustee for La Rabida Hospital. He became involved in family services in 2011 and fostered and adopted two girls since that time. He is an advocate for education, was elected to his local school board, and is a guest lecturer at Marquette University on sustainable investing. John is a founding member of Block Alzheimer’s, which raises money to support Alzheimer’s research. He volunteers and supports Child Link, Little League Baseball and the American Youth Soccer Organization.